Wealth Advisory
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
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
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
3.
Protect your wealth
We assist our clients protect their assets through:
- Tax Advisory
- Asset protection structures
- Insurance
- Busines risk management and structures
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
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
3.
Protect your wealth
We assist our clients protect their assets through:
- Tax Advisory
- Asset protection structures
- Insurance
- Busines risk management and structures
We assist our clients protect their assets through:
- Tax Advisory
- Asset protection structures
- Insurance
- Busines risk management and structures
Wealth Advisory site
In their words
Buyer's agency
Chifley, NSW
Our Sydney Buyers agent team helped a couple relocating from Melbourne to Sydney due to work.
Our brief was the 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.
Buyer's agency
Bondi, NSW
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 the client wanted to avoid auctions and was purchased sight unseen
Buyer's agency
Paddington, QLD
We found this property is approx. 3km to the CBD in the blue-chip suburb of Paddington in a quiet, tree lined street. It is within walking distance to all amenities and close their work. The property has character and charm so they can live comfortably now but is a blank canvas and they can add value with future renovations.
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