Wealth Mantra

🎃👻 Happy Halloween from Wealth Mantra!👻🎃

Wishing you a fun and festive day filled with treats and spooky vibes! 🍬✨

✨ Happy Diwali from all of us at Wealth Mantra!✨

Wishing you joy, prosperity, and success this Festival of Lights. 🌟💖

🛡️ Protect What Matters Most!

Did you know that 60% of families risk running out of money within a year if the main earner is gone? It's crucial to safeguard your loved ones with the right insurance.

At Wealth Mantra, we’re dedicated to helping you secure your family’s future and ensure peace of mind. Don’t wait—start planning today! 💼💖

Get in touch to find out more!!

For more information call us at 📞 (08) 6355 5127 or drop an email to us at 📧 [email protected], Follow:

🌏 https://wealthmantra.com.au/
📍 Osborne Park | Morley | Harrisdale

🎉👑 Wishing King Charles III a Happy Birthday! 👑🎉

Celebrating the legacy and the bond between the UK and Australia. May this day be filled with joy and prosperity for all! 🌏

Your financial well-being matters as much as your mental well-being. 💛 On R U OK? Day, let’s take a moment to check in with those around us—because a small conversation can make a world of difference. 🌻

At Wealth Mantra, we believe in supporting your financial growth and your peace of mind. Remember, it's okay to ask, 'R U OK?'

📚🌟 On this International Literacy Day, Wealth Mantra celebrates the power of financial literacy in transforming lives.

👉Empower yourself with the knowledge to make smarter financial decisions, plan for the future, and achieve your financial goals.

👉Let's strive for a world where everyone has access to financial education and the tools they need for success.

👔✨ Happy Father's Day from Wealth Mantra!

Today, we celebrate the amazing dads who inspire us with their strength and dedication. 💙🌍

Happy Raksha Bandhan from wealth mantra ✨

May the bond of love and protection between siblings bring joy and happiness to your lives. Celebrate this beautiful festival with love, laughter, and togetherness. 💫

🧘‍♂️ Celebrating the harmony of mind, body, and spirit this Yoga Day! 🌟

Just like yoga connects you to your inner self, Wealth Mantra connects you to new horizons and opportunities. Let's embrace wellness and new beginnings together. 🙏

Eid Mubarak from Wealth Mantra! 🌟

May this Eid al-Adha bring you joy, peace, and prosperity.

Celebrate with loved ones and embrace the spirit of giving and sacrifice. 🕌✨

A self-managed super fund (SMSF) is a significant long-term investment for a secure retirement. Unlike other funds, an SMSF gives the trustee full control over investments and operations, but this comes with added responsibility, time, and expertise.👇

Before deciding on an SMSF, consider:👇

Do you have enough capital to set it up?
Do you have the time and knowledge to manage it?
How much do you need for retirement?
What investment options suit your goals?
What are the SMSF benefits, like tax advantages and estate planning?
What are the setup requirements?
What are the trustee’s responsibilities?
What fees and charges will you incur?

Consult with an adviser to determine if an SMSF is the best option for you.

Get in touch to find out more!!
For more information call us at 📞 (08) 6355 5127 or drop an email to us at 📧 [email protected], Follow:

🌏 https://wealthmantra.com.au/
📍 8 / 176 Main St, Osborne Park WA, 6017

🌍 Happy World Environment Day! 🌿

At Wealth Mantra, we are committed to a sustainable future. Let's work together to protect our earth for generations to come.

Get in touch to find out more!!
For more information call us at 📞 (08) 6355 5127 or drop an email to us at 📧 [email protected], Follow:

🌏 https://wealthmantra.com.au/
📍 8 / 176 Main St, Osborne Park WA, 6017

🌟 Celebrating Western Australia Day! 🌟

Join us in honoring the beauty, culture, and history of this amazing state. From stunning beaches to vibrant communities, WA has it all. Let's appreciate and celebrate everything that makes Western Australia unique!

Get a head-start on planning and follow these 7 easy steps:

Take Inventory of Your Estate. First, narrow down what belongs to you.
Set a Will in Place.
Form a Trust.
Consider Your Healthcare Options.
Opt for Life Insurance.
Store All Important Documents in One Place.
Hire an Attorney from Angermeier & Rogers.

Get in touch to find out more!!
For more information call us at 📞 (08) 6355 5127 or drop an email to us at 📧 [email protected], Follow:

🌏 https://wealthmantra.com.au/
📍 8 / 176 Main St, Osborne Park WA, 6017

🔍 Determine Your Investment Goals & Risk Profile! 🌟

Investing is about balancing your goals with the right risk level. 🌱

📅 Longer timeframes? Go for growth investments.
🔒 Closer to retirement? Opt for conservative options to protect your capital.

Understanding your risk profile helps us tailor your portfolio:
💰 Cash
💵 Fixed Interest
🏠 Property
📈 Shares

Remember, diversification is key! ⚖️

Let us guide you in finding the best investment strategy for your goals and timeframe. 🚀

Get in touch to find out more!!
For more information call us at 📞 (08) 6355 5127 or drop an email to us at 📧 [email protected], Follow:

🌏 https://wealthmantra.com.au/
📍 8 / 176 Main St, Osborne Park WA, 6017

Estate planning is a crucial aspect of financial planning, focusing on the management and distribution of your assets after your life span. To be effective, it should be addressed well in advance. 😉

The primary goals of estate planning are to:

Ensure there are sufficient assets to fulfill your wishes.

Facilitate the transfer of ownership or control of those assets to the appropriate individuals or entities, while protecting your estate.

Guarantee that ownership or control passes to beneficiaries at the appropriate time.

In essence, estate planning ensures that your assets are distributed according to your wishes, at the right time, and in the most tax-efficient manner possible.

Get in touch to find out more!!
For more information call us at 📞 (08) 6355 5127 or drop an email to us at 📧 [email protected], Follow:

🌏 https://wealthmantra.com.au/
📍 8 / 176 Main St, Osborne Park WA, 6017

Why Life Insurance ⁉

Life insurance is about protecting the things that matter most to you and it’s designed to maintain your quality of life. At Wealth Mantra, it’s important for us that you understand your options and gain clarity around your life insurance. Watch the introduction video below to learn more.

Why Life Insurance | OnePath Life insurance is about protecting the things that matter most to you and it’s designed to maintain your quality of life. At OnePath, it’s important for us that you understand your options and gain clarity around your life insurance. Watch the introduction video below to learn more.