Mantis Partners - Financial Advisors

Mantis Partners - Financial Advisors We are a boutique Financial Service firm in Bella Vista NSW About Us

Mantis Partners is a leading financial services firm based in Bella Vista, NSW.

We specialise in providing comprehensive financial solutions tailored to meet the diverse needs of our clients. Our expertise spans across property purchases, refinancing, and offering funding solutions for small business owners. Whether it's cashflow management, asset purchases, or development funding, Mantis Partners is committed to helping our clients achieve their financial goals. Our Mission

At Mantis Partners, our mission is to empower our clients with the financial solutions they need to succeed. We strive to provide exceptional service, personalised advice, and innovative financial products that cater to the unique needs of each client. Our goal is to build long-lasting relationships based on trust, integrity, and mutual success. What We Offer

Property Purchase Solutions: Tailored financing options for home buyers and investors. Refinancing: Competitive refinancing solutions to help you save on your mortgage and achieve better financial stability. Business Funding Solutions: Customisable funding solutions for small business owners, including cashflow management, asset purchases, and development funding. Why Choose Mantis Partners

Expertise: Our team of experienced financial professionals is dedicated to providing the highest level of service and expertise. Personalised Service: We take the time to understand your unique financial situation and tailor our solutions to meet your specific needs. Innovative Solutions: We stay ahead of industry trends to offer innovative financial products and services. Trust and Integrity: We build strong, transparent relationships with our clients, ensuring trust and integrity in everything we do. Comprehensive Support: From initial consultation to ongoing support, we are with you every step of the way to ensure your financial success. Connect with Us

We invite you to explore our page, engage with our content, and reach out with any questions. Whether you’re starting your financial journey or looking to optimise your existing plan, Mantis Partners is here to guide you every step of the way. Contact Us

Let's take the first step towards securing your financial future together. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.

19/09/2025

Who manages your Self-Managed Super Fund (SMSF) if you suddenly can’t? 🤔 With over 1.1 million Australians holding an SMSF, far too few have a contingency plan. Without one, you risk non-compliance, hefty penalties, and putting your retirement savings in jeopardy. Discover the 5 key strategies—from appointing an attorney to engaging an adviser—to protect your fund and ensure it’s managed according to your wishes, no matter what life brings.

04/09/2025

The greatest act of love is ensuring your family is protected. Discover how to secure their future with essential estate planning steps: creating a Will, Power of Attorney, and Advance Health Directive. Learn to avoid costly mistakes like unpaid super nominations and unassigned guardianship. Protect your legacy and give your loved ones the priceless gift of peace of mind.

Mantis Partners (Australia) Pty Ltd, AFSL No. 559780

16/07/2025

Stop juggling advisors & start growing your Aussie SME! 🚀 Mantis Partners is your integrated business partner, combining accounting, tax, finance, legal, insurance & property expertise under one roof. Get proactive advice, seamless strategy, and true peace of mind to boost cash flow, secure assets, unlock growth, and plan your exit. Focus on your business, not the back-office.

👉 For Free Strategy, Contact Us :

Mantis Partners (Australia) Pty Ltd, AFSL No. 559780

03/05/2025

💸 2025 Money Stress Test: 12 Questions You NEED to Answer!
✅ YES ❌ NO
Pay credit cards IN FULL monthly?
Sleep easy about bills?
Stick to a budget?
Loans repaid on time?
Know your home loan balance?
Ready for job loss?
Kids’ future secure?
Life + disability insurance?
Income protection?
Super balance known?
Partner agrees on money?
Confident about finances?
🚨 Got a “NO”? You’re not alone!
📞 Mantis Partners turns stress into strategy—fast!
👉 Watch the video
👥 Tag a friend who’s stressing about money!

Address: Suite 34, 6 Meridian Pl, Bella Vista, NSW 2153, Australia
Website: www.mantispartners.com.au
Email: [email protected]
Landline: 02 7808 1408

Mantis Partners (Australia) Pty Ltd, AFSL No. 559780

29/04/2025

Don’t Leave Your Family’s Future in the Hands of a Crowdfund
Life can change in an instant — bushfires, floods, pandemics, accidents.
In those moments, financial security becomes more critical than ever.
Yet, nearly 58% of Australians are underinsured, leaving families at risk of financial hardship when tragedy strikes. Many are forced to turn to crowdfunding platforms like GoFundMe — often falling short of their fundraising goals and facing extra platform fees.
But relying on generosity isn’t a plan — it’s a gamble.
In this video, we unpack why life insurance and trauma insurance are essential to safeguarding your family's financial future.
You'll discover how simple tools like a life insurance calculator and advice from an experienced Financial Adviser can provide real peace of mind — ensuring your loved ones are protected, no matter what life throws your way.
✅ Why crowdfunding isn't a financial strategy
✅ How to find the right life insurance coverage for your situation
✅ How professional advice makes all the difference
Protect what matters most. Plan ahead — not after it's too late.
No ‘crowd’ required.
👉 Get in touch with Mantis Partners for tailored insurance and financial advice:
🌐 Website: www.mantispartners.com.au
📧 Email: [email protected]
📞 Phone: 02 7808 1408

Mantis Partners (Australia) Pty Ltd, AFSL No. 559780

27/03/2025

How Much Do You Know About Borrowing to Buy a Home?

Found your dream home? That’s the hard part… or is it?

Understanding home loans, Lenders Mortgage Insurance (LMI), interest rates, and offset accounts can make or break your buying journey.

Borrowing over 80%? You’ll likely need LMI, and it protects the lender, not you.

Fixed vs. variable interest? A split mortgage helps balance the risks.

Want to save thousands? An offset account could be your secret weapon.

Loan rejected? Don’t panic—government schemes like the First Home Super Saver Scheme might help.

Be informed. Be smart. Secure your home with confidence.

Need expert advice? Contact Mantis Partners today.

Trauma VS Health Insurance: Trauma cover is also referred to as 'critical illness' cover or 'recovery' insurance.A serio...
03/07/2019

Trauma VS Health Insurance:

Trauma cover is also referred to as 'critical illness' cover or 'recovery' insurance.

A serious illness can make it difficult or impossible for you to continue to work. If this happens, you will need to find a way to support yourself and your family. Trauma cover can provide a financial safety net for such events

A recent survey by TAL has found that as many as 17% of Australians believed that health insurance provides the same protection as life insurance, thus there is no need for the main income earner to be insured (TAL, 2013). However, it is important to understand that both trauma cover and health insurance serve two very different purposes, and having health cover alone is not sufficient to protect you against serious illness or injury.

Trauma insurance is not to be considered as a replacement of Medicare and/or private health insurance. Trauma cover can work together with your health insurance to provide you the most comprehensive coverage and minimise any out-of-pocket expenses, especially at a time of serious illness or injury, allowing you and your family greater peace of mind.

While Medicare and private health insurance covers the costs for the majority of immediate medical needs, trauma insurance can provide cover for ongoing treatments and care that may be required to assist an individual’s full recovery.

02/07/2019

Here are five credit repair secrets that will allow you to have better position whose credit histories are holding them back

1.Only incorrect listings can be removed
There are two reasons you may have damaging listings on your credit file: they were either correctly placed or incorrectly placed.
Unfortunately, credit providers won't remove accurate information from a credit file. But they will remove inaccurate information. provided you know how to work with them.

2.Credit repair can't be done overnight
Removing incorrect listings is a process that takes weeks, not days
While a good credit repair ' agency will move fast, they have to liaise with credit providers and those providers can be big, bureaucratic organisations that operate at a slower pace.

3.Creditors are willing to negotiate
Credit providers often take a pragmatic attitude to debts, so they might be willing to offer you friendlier payment terms, or even cancel some of their debt. This sort of informal negotiation spares the credit providers the hassle of chasing someone for money.

4.Part 9 Debt Agreements aren’t panaceas
Part 9 Debt Agreements are a formal renegotiation. Again, they usually involve credit providers accepting less money under a new repayment schedule.
This time, though, your name will be entered on the National Personal Insolvency Index and the agreement will be recorded on their credit file, severely damaging their borrowing prospects for at least five years.

5.Consumers can solve problems themselves
You might not realise that you can do your own credit repair without engaging an agency. True, they might find it complicated, stressful and time consuming. But it won't cost you a cent.

Source: Merrilyn Mansfield, Director, Repair My Credit Now

Address

Suite 34, 6 Meridian Place
Sydney, NSW
2153

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 12pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+61278081408

Website

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