Wealth & Planning
Investments
Investing is easier to stick with when you have a clear strategy that matches your goals, timeframe and comfort with risk. Wealth Mantra’s advisers recommend how to spread your money across different investments and review it over time.
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Wealth Mantra
Financial planning, super and retirement
On this page
Who it’s for
New investors
People starting to invest and wanting a sound approach.
People with savings to invest
Those with cash, an inheritance or proceeds from a sale.
Existing investors
People who want their portfolio reviewed.
What’s included
Risk profile
Understanding your attitude to risk and capacity for loss.
Asset allocation
How your money is spread across shares, property, bonds and cash.
Investment recommendations
Personal recommendations in a Statement of Advice.
Reviews
Checking the portfolio still suits your goals.
How it works
Goals and timeframe
What the money is for, and when you will need it.
Risk profile
Your comfort with ups and downs is assessed.
Strategy
A strategy and investments are recommended.
Review
The portfolio is reviewed over time.
Good to know
Investments can lose value
All investments carry risk, and past performance is not a reliable guide to future returns.
Licensed advice
Personal investment advice must come from a licensed financial adviser.
Questions
Can’t find your answer? Ask us and we’ll pass your question to the right business.
Answers are general information, not personal advice.
Reviewed by Wealth Mantra’s licensee · Last updated 6 October 2026
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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
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