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Wealth Advisory

Specialised expert advice for high net worth individuals and their families, professionals and business owners. Attaining wealth doesn’t just happen – it’s the result of a well executed plan.

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Launch Date

Discuss your individual needs & let Ken Raiss, director of Metropole Wealth Advisory, formulate a Strategic Wealth Plan for you, your family or your business

Just leave your details and we’ll be in contact to explain more

Discuss your individual needs & let Ken Raiss, formulate a Strategic Wealth Plan for you, your family or your business
Just leave your details and we’ll be in contact
Find out more

We offer you guidance and support that contribute to seamlessly combining the essential financial areas of your life.

Whether you are a business owner, a professional or a high-income earner we provide you with an individually tailored solution integrating the core disciplines of taxation, superannuation and property investment interwoven with finance, asset protection, succession and estate planning, personal risk insurances and philanthropy.

Using our depth of skills in these core disciplines, we adopt a coordinated project management approach and access other specialists as needed to further enhance our integrated advice solution.

The benefits to you include:

  • The peace-of-mind that your financial affairs are coordinated by a single, trusted adviser supported by a team of experts in their own fields of finance, tax, property, and the law that more appropriately matches your risk and goals;
  • Confirming your investment or business structures are in place to ensure the appropriate mix of commercial and taxation outcomes;
  • Providing tailored taxation and superannuation strategies and outcomes;
  • The comfort of knowing that unexpected medical or life events won’t disrupt your wealth creation plan;
  • Providing financial security for your family and assets through an estate plan prepared for the unexpected and the inevitable;
  • Ensuring appropriate succession planning and/or exit strategies for your business to maximise the value of your life’s work;
  • Freeing up your time so you can focus on your business, your life, your family and your passions.
  • Laying the platform to leaving a legacy

Expert advice for high net worth individuals & their families, professionals & business people.

We specialise in:

Wealth creation & management strategies

Portfolio review & management

Financial & strategic advice

Helping you think strategically with a business mind set

Managing cash flow

Asset protection strategies

Portfolio administration

Self-managed superannuation fund strategies

Estate and succession planning

Business risk and succession planning

Risk management and life insurance advice

Who We Help:

high net worth

If you want to be confident that you and your family’s financial future is secure, but you don’t necessarily have the time or expertise to manage your investments or maximise your returns, Metropole Wealth Advisory can help prepare a tailored solution for you.

We provide professional and targeted advice on:

  • Investment and management
  • Appropriate legal structures to protect your assets and legally minimise tax
  • Legally reducing your tax liability through tax planning and tax effective investing
  • Planning, managing and investing your cash flow
  • Ensuring your investment loans are tax effective
  • Applying business discipline to investment decisions
  • Using superannuation to build a tax-free income in retirement
  • Protecting your major asset – your income earning ability
  • Family success planning and estate planning
  • Using life insurance to safeguard your family’s lifestyle in the event of a tragedy
  • Devising and implementing an estate plan to minimise tax for your beneficiaries
Understanding the Purpose of Growing Your Wealth

Before we recommend any investment strategies we take the time to fully understand your particular situation, your life goals, the relevant family dynamics and any existing financial structures. By understanding your financial goals, your aspirations and needs, the purpose of your wealth, your priorities and your “end game” we can we can tailor a solution specifically for you.

business owner family

Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Working closely with your management team, our professionals gain a thorough understanding of your business and industry, and provide specialist knowledge and objective advice to help your business meet its full potential.

We provide professional and targeted:

  • Strategic Business Advice and Planning
  • Appropriate business structure
  • Asset Protection and Restructuring
  • Maximising tax benefits on divestment
  • Succession Planning
  • Assistance accessing finance
  • Business performance management

professionals

We help busy professionals such as doctors and other health professionals, solicitors and accountants by providing sound strategic wealth planning and business advice to free up your time to pursue your profession or your passions.

We provide professional and targeted:

  • Wealth creation strategies, investment advice and management
  • Appropriate legal structures to protect your assets and legally minimise your tax
  • Reduce your tax liability through tax planning and tax effective investing
  • Income and business protection advice and insurance
  • Superannuation and retirement planning

Our Process:

our process

It all starts with knowing where you want to go, then figuring out how to get there.

That’s where we come in, as a partner to help you prioritize your goals and devise a plan to reach them.

We’ll work closely with other professionals as requested to help you achieve your financial goals.

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3 stepsProven & Trusted

1. Converse

First, let’s figure out what you want and what you need. We help high net worth clients, professionals and business people achieve their financial goals, create life time wealth and leave a legacy, but it all starts with a conversation about where you are today, where you want to be, your time frames and your risk profile.

2. Create your plan

We then design a fully customized plan for your short & long-term goals. We call this your Strategic Wealth Plan. Together, we can help prepare a realistic plan geared toward your priorities, your most important goals and help you weigh the decisions along the way that can strengthen your plan and address the potential risks.

3. Implementation

For those clients who require ongoing “project management” of their Strategy, we provide ongoing support and coordination with other professionals such as your accountant, finance broker, lawyer and property strategist.



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If you’re looking for professional strategic wealth advice from a team of proven experts, call Metropole Wealth Advisory now on 1300 20 30 30 to discover how we can help you – now and in the future.

Alternatively, submit your enquiry here and we will contact you.

Metropole Wealth Advisory Pty Ltd provides financial planning advice including Superannuation through a referral arrangement with Patron Financial Services Pty Ltd (ABN 13 122 381 908) AFSL 307379.

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