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
Melbourne, Paul & Valerie
Paul & Valerie were looking for a partner rather than just a service to invest in a new property. They feel that Metropole has helped them to ‘remove the blinkers’ and give them confidence to invest into a property development outside of their suburb and in fact in a different city.
Brisbane, Tim Jack
The team at Metropole helped Tim purchase a property in Stafford, Brisbane with a future potential to develop multiple properties.
Brisbane, Grace Judd
Grace tried to secure the right property herself, but then quickly realised how much time, research and effort it was costing her. What’s more she realised that there were simply parts of the property investment process that she did not know and understand. Listen how Grace shares her experience and what happened when she contacted the team at Metropole.
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