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

Buyer's agency

Melbourne, Paul & Valerie

"Metropole gave us a lot more clarity."

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.

Buyer's agency

Brisbane, Tim Jack

"We had a direction, but did not know how to get there."

The team at Metropole helped Tim purchase a property in Stafford, Brisbane with a future potential to develop multiple properties.

Buyer's agency

Brisbane, Grace Judd

"Their knowledge far outweighs our own."

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.

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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