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At Metropole Wealth Advisory we provide tailored strategic wealth advice for high net worth individuals and their families, professionals and business owners

View the quick summary of this service below or navigate to the standalone Wealth Advisory site

1. Grow your wealth

2. Pass on your wealth

3. Protect your wealth

Grow your wealth

1. Grow your wealth

We assist our clients to maximise their wealth through the:

  • Wealth creation and management strategies
  • Tax planning – no one should pay more tax than they need to
  • Financial planning and cash flow management
  • Self Managed Superannuation Funds
  • Property strategies and portfolio reviews
  • Business advisory

Pass on your wealth

2. Pass on your wealth

This is how we assist our clients to pass on their wealth:

  • Estate Planning – this is different for everyone and particularly important if you have a blended family
  • Succession planning – a strategy for identifying and developing future leaders


Protect your wealth

3. Protect your wealth

We assist our clients to protect their assets through:

  • Tax Advisory
  • Asset protection structures
  • Insurance
  • Business risk management and structures

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A-guide-to-understanding-ownership-structures-and-trusts-min

A guide to understanding ownership structures and trusts

Learn how using the correct ownership structures could enable you to:

  • Pay less tax,
  • Have more protection
  • Create more wealth, and
  • Optimise opportunities for your future
Get our multiple award-winning
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What our clients say
Val & Elsa

We’re absolutely thrilled! Thanks to the team at Metropole, we bought our first home in one of Melbourne’s most prestige suburbs, one we hadn’t even considered. We didn’t think we could live in such a great suburb. You gave us the confidence we required to make a buying decision and took care of everything along the way. We highly recommend your home-buying services. 

Dr Amanda S.

Buying a house is such an emotional journey. Thanks for taking the time to understand my special requirements and explaining all the steps I needed to take along the way… 

Linda M

I am doing your mentoring program and… I find that I have a much more positive outlook towards achieving my goals and am able to see where my previous concerns about money have come from. 

Vanessa Thomas

Just wanted to let you know how valuable I have found your Mentorship Program over the last 12 months. I have learnt so much that looking back I can’t believe such simple concepts even need to be brought to our attention. Having done other courses, yours by far, exceeded my expectations. 

Jason Greenhalgh

After the coaching process, we definitely have a lot more structure and detail in everything we do. We have more procedures in place and understand our business better than before.

Lee & Scott Salisbury

Once we met Mark and spoke to him in person, we were both comfortable and confident in his approach and the decision to join his coaching program was easy. Mark and his team are always available as a sounding board for my ideas, are supportive and give great feedback. 

Andrew Wise

Just wanted to pass on to you my gratitude for the work done throughout the entire process of identifying my investment needs, locating an appropriate property, and negotiating its price, to the purchase and paperwork involved. 
Being new to the investment property game, I believe your services have been invaluable… and I look forward to dealing with Metropole in the near future. 

Ben & Kathy Segal

Thank you for all you have done to assist in this important step in our lives. Your commitment to supporting us has been a welcome breath of fresh air amongst such average performance of others. You are excellent at what you do! Wishing you all the very best! 

J. Stevenson

The guys at Metropole have been a dream to work with in the transition into our new home me and my housemates need to thank everyone involved for getting us in on such short notice. A great real estate to work with, highly recommend their services. 

L. Lim

I have worked with other accounting specialists but none have been as insightful or knowledgeable as Ken. I learned so much from him. 

He blows my mind – he is so creative in the way he can develop an airtight strategy – he looks at your situation from every perspective. I can see why he is in high demand. He has helped me so much in my moving forward. 

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