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Mantis Finance
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Empowering Your Financial Future

Mantis Partners Services

Expert Guidance for Families and Businesses to Achieve Financial Stability and Growth
Cashflow & Budgeting
Our cashflow and budgeting advice help clients achieve financial stability and meet their savings goals.
Insurance
Our insurance advice provide clients with peace of mind by ensuring comprehensive protection against unexpected events.
Investment and Debt Recycling
Our investment and debt recycling strategies help clients build wealth efficiently and maximise tax benefits.
Superannuation
Our superannuation strategies ensure you grow your retirement savings for a secure and comfortable future.
Self-Managed Super Funds (SMSF)
Our SMSF services offer clients personalised investment control, mangement and compliance support for their retirement funds.
Retirement Planning
Our retirement planning services help clients achieve a sustainable income stream and fulfill their retirement aspirations
Social Security
Our social security advice ensure clients receive maximum benefits and integrate them into their financial plans
Aged Care
Our aged care planning services help clients afford quality care while preserving their assets.
Estate Planning & Will
Our estate planning and will services ensure clients' assets are distributed according to their wishes, protecting their legacy.
Business Succession Planning
Our business succession planning advice ensure a smooth transition and future security for clients' businesses.
Taxation
Our taxation advice provide clients with expert strategies to minimise tax liabilities and maximise financial efficiency while ensuring full compliance with regulations.
Small Business CGT
Our small business CGT advice help clients maximise tax savings when selling business assets, ensuring compliance and financial efficiency.
Financial
Planning
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Planning

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    Wealth and
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    This website is published by Mantis Partners (Wealth Advisors) Pty Ltd. Mantis Partners (Wealth Advisors) Pty Ltd (ABN 72 676 182 068 | CAR# 1312577) is Corporate Authorised Representative of Mantis Partners (Australia) Pty Ltd (ABN 36 617 859 935 | AFSL 559780). The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

    Under no circumstances will any of Mantis Partners (Wealth Advisors) Pty Ltd, Mantis Partners (Australia) Pty Ltd, its officers, representatives, associates, or agents be liable for any loss or damage, whether direct, incidental, or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Mantis Partners (Australia) Pty Ltd and Mantis Partners (Australia) Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

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