Our Services

At Wealth Mantra, we offer the full range of advice services to help you create, manage and protect your investments, super and wealth.

Your Private Wealth

Your Family & Legacy

About Us

Who we are

At Wealth Mantra, we put our clients first. Our financial advisers are experts in all aspects of personal wealth management, from asset and wealth investment management, to investment advice and estate planning, to capital wealth management. We use dedicated resources and external investment research to find the best investment opportunities for our clients, increasing their returns and reducing risk. We protect our clients’ capital from loss and apply defensive strategies when needed. We also work with complex entity and asset structures and collaborate with your chosen accountants and specialists to deliver excellent results.
Wide Spectrum of Coverage

Our area of Expertise

Family Protection

Family Protection

80 % of Aussie parents worry about protecting their family, and one in four spend at least an hour every day worrying about it.
Super & SMSF

Super & SMSF

SMSF is the fastest growing sector mainly because having your own fund gives you greater control over how your benefits are invested.
Debt Reduction

Debt Reduction

There are countless reasons why you may have a tonne of debt. If life’s overwhelming right now, try to relax. There is a way out.
Tax Reduction

Tax Reduction

Our strategies will help protect you & your business by effectively and lawfully reducing your tax liabilities with the right advice
Estate Planning

Estate Planning

We will solve your problem of wondering whether you will have enough to retire on and how much you need and what can you do about it.
Investments

Investments

Our aim is to guide you to understand the risk/return factor and determine what type of investment suits your profile, goals and time frame.
Wealth Mantra Benefits

A wealth of knowledge and experience.

We have extensive experience in working across complex entity and asset structures, and will work closely with your preferred accountants and specialists to achieve outstanding results.

Understand.

We show our interest in our clients by being approachable and asking quality questions.

Advise.

Our decisions are driven only by our clients best interests.

Inspire.

We help our clients live their best financial future with our inspiring and amazing service.

Supporting You On Your Journey

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A Real-Time Life Insurance Premium Comparison Tool ​

Protecting your future – whether it is in the event of death or terminal illness, injury, or trauma, insurance can provide you with the financial resources to make lifestyle or career adjustments to help you recover and protect the ones you love. You can use the Insurance Comparison Calculator as a general advice tool to compare insurance products, features and premium estimates.

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