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:

  • 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 protect their assets through:

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

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In their words

Apartment purchase

Buyer's agency

Chifley, NSW

"Apartment purchase."

Our Sydney Buyers agent team helped a couple relocating from Melbourne to Sydney due to work.

Our clients preferred the Sydney Eastern Suburbs as they had a boat and wanted to get out onto the water but didn’t think they could afford a home close to the ocean and to the city, and thought they would have to live further out, but we surprised them with what we found.

Investment apartment in Bondi

Buyer's agency

Bondi, NSW

"Investment apartment in Bondi."

We provided our client with the benefit of decades of research and analysis as we outlined why this particular property meets out strict search criteria. We secured the property prior to auction as our client wanted to avoid auctions.

Character Home with Huge Potential

Buyer's agency

Paddington, QLD

"Character Home with Huge Potential."

We purchased this home which is approx. 3km to the CBD in the blue-chip suburb of Paddington in a quiet, tree lined street for one of our clients. It is within walking distance to all amenities and close to their work. The property has character and charm so they can live comfortably now but also provides a blank canvas and they can add value with future renovations.

MORE CASE STUDIES
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

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