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Office34 / 6 Meridian Place, BELLA VISTA, NSW 2153
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AT ONE GLANCE

Financial Planning

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.
BUILD A VISION OF YOUR FUTURE

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.

If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan. Unfortunately, life is a little more complex – it’s hard to understand the intricacies of investment, taxation and ever-changing rules and regulations, so you need professional help.

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Retirement Planning
Planning for retirement, from both a lifestyle or a financial perspective, should be part of your long term wealth creation process.
Estate Planning
As premature death is generally unplanned and sudden, it is essential that parents have a valid will and make appropriate provisions for children at the earliest point possible
Social Security
Social security benefits provide a “safety net” for people who have retired or cannot work and are unable to support themselves.
Salary Packaging
The purpose of salary packaging is to enable an employee to receive employment remuneration as a tax-effective combination of cash and benefits.
Investment Planning
One of the biggest challenges is to decide what investment philosophy is appropriate for you. No one knows the future, and we can guide you through the inevitable uncertainty.
Debt Management
Debt management is a major component of most people’s wealth accumulation strategies, either to accumulate investments or lifestyle assets.
YOUR GOALS, LET'S GET THERE

Holistic Strategy,
Trusted Advice

How we can boost your financial Security

Build net worth

By identifying the investment solutions that align to your evolving needs, we can help to develop effective strategies to help you grow your net worth.

Implement tax-efficient strategies

We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a Legacy!

We’ll work together to identify your priorities and then build a plan that aims to effectively transfer your wealth in the manner that suits you.

Collaborative

Work closely with you to meeting with your goals.

Customised

Help you with customised 'all of life' financial solutions.

Transparency

Deliver clear and simple advice represents excellent value for money.

Tax effective

We plan carefully and delivering the best after-tax results.
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Mantis PartnersMantis Partners
Mantis Partners are Professional Accountants & Advisers, Registered Tax Agents, Financial Planners and Mortgage Brokers with offices operating in Sydney, Melbourne & Brisbane.

This website is published by Mantis Partners | Authorised Representative (ASIC ARN # 1281162) of Wealth Today Pty Ltd (AFSL # 340289)| Authorised Corporate Credit Representative (CCR# 522686)of Finsure Finance & Insurance (ACL#384704) | Registered Tax Agents (Regn #26028525) of Tax Practitioner Board of Australia.

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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