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Financial planning and super

Wealth Mantra

Personal financial advice on super, investments, retirement, insurance and estate planning, from an authorised representative of Interprac Financial Planning in Osborne Park, Perth.

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About Wealth Mantra

Wealth Mantra is the group’s financial planning business. Its advisers give personal advice on what you want to achieve with your money: saving and investing, super and SMSFs, cash flow and debt, insurance, retirement and estate planning.

Wealth Mantra Pty Ltd is an authorised representative of Interprac Financial Planning Pty Ltd, which holds an Australian financial services licence (AFSL 246638). Advice follows a six-step process, from getting to know your situation to reviewing the plan as your life changes, and personal advice is set out in a written Statement of Advice.

Because money decisions often involve tax and structures, Wealth Mantra works alongside clients’ accountants, including Business Mantra Accountants. In the group it also works with Ensurlife on personal insurance and with SMSF Genius on SMSF audits, with your permission.

What Wealth Mantra does

Wealth & Financial Planning

All Wealth & Planning services

  • Financial planning

    A structured advice process covering your goals, cash flow, protection, super and investments.

  • Investments

    Investment strategies matched to your goals, timeframe and attitude to risk.

  • Cash flow & debt strategies

    Strategies to manage household cash flow and pay down debt with a plan.

  • Retirement planning

    Planning when and how you can retire, and what income you can expect.

  • Superannuation

    Super strategies, contributions and consolidation to support your retirement.

  • Estate & succession planning

    Planning how wealth and business interests pass on, working with your other advisers.

  • Financial tools & calculators

    A curated set of calculators to explore budgets, super and loans (general information only).

Insurance & Protection

All Insurance & Protection services

SMSF & Superannuation Structures

All SMSF services

  • SMSF advice

    Advice on whether an SMSF suits you, and on running and investing through one, from Wealth Mantra’s licensed advisers.

Who Wealth Mantra helps

  • Individuals and families

    A plan for saving, investing and protecting the people who rely on you.

  • People approaching retirement

    Super, contributions, transition to retirement and income in retirement.

  • Retirees

    Retirement income, investments and estate planning.

  • Business owners

    Personal wealth alongside the business: super, insurance and succession.

  • SMSF trustees

    Advice on whether an SMSF suits you and how the fund invests.

Working with Wealth Mantra

  1. Getting to know you

    Your income, assets, debts, super and insurance. You receive the Financial Services Guide.

  2. Setting your goals

    What you want to achieve, and by when.

  3. Identifying the issues

    What stands between you and those goals, such as tax, debt or gaps in your cover.

  4. Preparing your plan

    Personal advice in a Statement of Advice, with the reasons for it and its costs.

  5. Putting it in place

    Once you agree, the recommendations are put into action.

  6. Reviewing it

    Regular reviews as your life and the rules change.

Registrations and good to know

  • Check an adviser

    You can check any financial adviser’s qualifications and licensee on ASIC’s Financial Advisers Register, through Moneysmart.

  • Know what you’ll pay

    The Financial Services Guide explains the services, fees and how complaints are handled. Your Statement of Advice sets out the cost of the advice.

  • General information only

    Information on this page is general. It doesn’t take into account your objectives, financial situation or needs.

Where to find Wealth Mantra

Questions about Wealth Mantra

Can’t find your answer? Ask us and we’ll pass your question to Wealth Mantra.

Answers are general information, not personal advice.

Insights

Insights from Wealth Mantra

All insights

Business Mantra Group

The other businesses in the group

Those that work most often with Wealth Mantra come first. With your permission, they can share what they need, so you don’t have to repeat yourself.

All seven businesses

Important information

General information only: it does not take your personal circumstances into account.

Services described here may be subject to eligibility, professional registration or licensing requirements. Confirm the relevant scope and documents directly with Wealth Mantra before proceeding.

Next step

Talk toWealth Mantra

Tell us what you need and we’ll pass your enquiry to the team.

Enquire with Wealth Mantra Meet the seven businesses