Wealth Mantra is a leading wealth management firm specialising in financial planning and superannuation management services, based in Perth.
We offer all the services traditional financial planners offer, except that at Wealth Mantra, we do things a little differently…
…and these differences mean we’re able to maximise your financial success and help you enjoy today – and retire life ready, certain you have enough.
Our financial planners have the qualifications, education and experience in financial management and markets to stay ahead of the rules and legislative changes. At Wealth Mantra we will assist you to choose the best options and explain the rules. We have worked with a vast variety of individuals and family groups, we invite you to tap into our experience, skills and knowledge
We work with you to identify and understand any financial challenges that you may be facing and provide solutions to overcome these. Our problem solving advice aims to help make your financial journey an easier one by making your money work better for you.
We have access to a vast array of resources, systems and finance professionals to manage your financial plans. This allows you to focus on other things, saves you time, gets you organised and reduces any stress. We will help you establish and priorities your goals, as well as keep you on track and accountable to your long term plan.
What Clients Say
Walked me through my options and how to get the right outcome
We have been using Wealth Mantra since early 2018 and have been very impressed with their advice and recommendations.
Really helpful financial advice to suit my personal needs. I feel relieved with their advice and assistance and are more confident now about my financial situation and my health insurance