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SAVE TAX | PROTECT ASSETS | PASS ON WEALTH

Tailored,

strategic wealth advice

for
high net worth individuals and their families, professionals and business owners

Acquiring wealth doesn't just happen,
is the result of a well executed plan.

About us

Our profile

We are a unique team of wealth creation, asset protection, tax, property and business specialists, the likes of which you probably have never come across before.

While our team is small we punch above our weight in terms of the value.

Amongst our team are accountants, financial planners, business owners, serial entrepreneurs, business specialists and property experts and educators.

And we work closely with a faculty of specialists who are all experts in their field.

Who we help

    We work really well with:

  • Business owners - suggesting the correct ownership structures, assisting with tax minimisation and asset protection strategies
  • Professionals – setting up their practices in the correct ownership structures, assisting with tax minimisation and asset protection
  • Property Investors - helping them grow protect and pass on their wealth through strategic tax advice, using the best asset protection structures
  • Expats - who have their own individual issues and concerns
  • Migrants - who want to start their new lives in Australia with the best likelihood of success

You deserve your own private wealth advisor

Create a strategic wealth plan for your needs

Having a Strategic Wealth Plan means you're more likely to achieve the financial freedom you deserve desire because we’ll help you:

  • Define your personal, financial and business goals;
  • See whether your goals are realistic, especially for your timeline;
  • Measure your progress towards your goals – whether your investments or business is working for you, or if you’re working for it;
  • Find ways to maximise your wealth creation;
  • Identify risks you hadn’t thought of.

And the real benefit is you’ll be able to grow your wealth faster and more safely than the average investor and leave a legacy.

Select what is more relevant for you:

Hear from our clients

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I have worked with other accounting specialists but none have been as insightful or knowledgeable as Ken. I learned so much from him.

He blows my mind – he is so creative in the way he can develop an airtight strategy – he looks at your situation from every perspective.

I can see why he is in high demand. He has helped me so much in my moving forward.

L. Lim

Book a consultation with Ken Raiss

and formulate a Strategic Wealth Plan for you, your family or your business

Metropole Wealth Advisory Pty Ltd is a multidisciplinary business that provides a number of services including Tax, Asset Protection, Structuring, Strategic Planning and Financial Services. Ken Raiss and Metropole Financial Planning Pty Ltd is only authorised by Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL No. 236523 to provide Financial Services only.

Ken Raiss

​​​​​​​Director of Metropole Wealth Advisory

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