WE WANT TO SEE YOU SUCCEED

Your success
Our business

Trusting someone with your financial life is daunting and not something that should be taken lightly.
COMMITTED TO YOUR SUCCESS

Team of
Professionals

Our aim is to inform and empower you, through independent advice.
COMMITTED TO YOUR SUCCESS

Delivering
The promise

At Mantis Partners, we provide advice across the entire spectrum of finance and investing.

Tax & Business Advisory

Stay compliant and optimize your finances with our comprehensive accounting and tax services. We offer everything from bookkeeping to tax planning, ensuring your business operates efficiently and within the law.

Wealth & Estate Planning

Our Financial Planning services are tailored to help you build and protect your wealth, plan for retirement, and secure your family's future. Our experienced financial planners can guide you for superannuation, SMSF, insurance and Estate Planning & Will and Retirement Planning.

Finance & Mortgage

Navigating the mortgage market can be complex, but with Mantis Partners, you have an expert team by your side. Our Mortgage Broking services are designed to simplify the process, providing you with tailored solutions that fit your financial situation and long-term goals.

Business Insurance & Risk

Safeguard your priorities with our General Insurance solutions. Our seasoned brokers assist in securing the optimal insurance for your business, including Professional Indemnity, Public Liability, Cyber Insurance, or commercial motor insurance and many more.

Buyers Advocates

As your trusted Buyers Advocates, we help you navigate the property market, providing expert advice and support to secure the right property at the right price. Using a Buyers Advocate can give you a competitive edge in property investment, ensuring well-informed decisions and optimal returns.

Legal & Conveyancing

Our Legal Advisory services protect your personal and business interests, navigating legal complexities to secure your future. Our expert team assists with conveyancing, estate planning and wills, business agreements, and more
MORE THAN JUST BUSINESS

Who we
Help

Young Families
Your life as a family has started and things might be a lot different to when you were young and independent – the most obvious being more responsibility.
Rapid Accumulators
Many of life's large purchases and immediate cash needs are already addressed and income is often significantly out pacing expenses allowing for more rapid building of wealth.
Pre-Retirees
It’s getting closer, but you’re not quite there yet. While you’re still in your most productive earning years, you can make a huge difference in your quality of life after you retire.
Retirees
People often don’t start thinking about retirement until they are about to stop work or have the decision forced on them. With a little planning, you can make a big difference to your retirement outcome.
Professionals
Working as a professional demands long hours at the office and it leaves you very little time to focus on your own tax planning and financial goals
Business Owners
We offer a range of tools and services to help your business cash flow management, tax effective strategies & structuring, and business insurance.
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GROWING WITH
OUR CLIENTS

Your goals are what matter to us, not how much you make.

You deserve better than 5 minute meetings and plans that don’t reflect your goals. At Mantis, we believe that the most important element in your financial plan is you. That’s why we actually take the time to get to know who you truly are and your priorities before we review your numbers.

Comprehensive client consultation will enable Mantis Partners to ensure that your needs are met with the right kind of advice. Our financial specialists are available to visit you at your work place, home or location of convenience for a discussion about what your current situation is and how our specialists can assist.

Client First

We keep up the process simple and transparent. We will do the leg-work to ensure that you're walking away with the solution that fulfill your unique needs

Skill Set

We handpick the best of the best from the finance and banking industry to ensure every member of our team delivers the top notch service you’re looking for.

Result

A person feels appreciated will always do more than what is expected! Proper Advise | Planning & Execution | Ongoing Support.
REQUEST A CALL BACK

Get your Business
Right up There

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. That means having control over your money, doing what makes you happy, and focusing on your family, not just on your pocketbook. It means following your heart and not being afraid to change your mind. We’re there to help you with every step, every decision and every success.
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Trusted Clients over 5 years

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Satisfaction

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Partnership for Life

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GET SOLUTIONS FAST

Searching for a Professional Advice?

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OUR OFFICES

Get in Touch

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from our clients.
Address
34 / 6 Meridian Place,
BELLA VISTA,
NSW 2153
Email us
info@mantispartners.com.au
Mantis PartnersMantis Partners
Mantis Partners are Professional Accountants & Advisers, Registered Tax Agents, Financial Planners and Mortgage Brokers with offices operating in Sydney, Melbourne & Brisbane.

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, 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 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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