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We are a unique team of wealth relation, asset protection, tax and business specialists, the likes of which property have come across before.
While our team is small we punch above our weight in terms of the value.
You see amongst our team are accountants, financial planners, business owners, serial entrepreneurs, business specialists and property will freshen experts and educators.
And we work closely with a faculty of specialists who are all experts in their field.
There is no other similar firm we know of that combines all these disciplines and also understands the importance of your personal life and goals because, after all the reason for creating is to give you more choices in life, isn't it?
Why not click here and organise a time to come over and we'll introduce you to the team.
• The peace-of-mind that your financial affairs are coordinated by a single, trusted adviser supported by a team of experts in their own fields of finance, tax, property, and the law that more appropriately matches your risk and goals;
• Confirming your investment or business structures are in place to ensure the appropriate mix of commercial and taxation outcomes;
• Providing tailored taxation and superannuation strategies and outcomes;
• The comfort of knowing that unexpected medical or life events won’t disrupt your wealth creation plan;
• Providing financial security for your family and assets through an estate plan prepared for the unexpected and the inevitable;
• Ensuring appropriate succession planning and/or exit strategies for your business to maximise the value of your life’s work;
• Freeing up your time so you can focus on your business, your life, your family and your passions.
• Laying the platform to leaving a legacy
Expert advice for high net worth individuals & their families, professionals & business people.
We have a proven track record of helping clients grossly wealth, protect their assets through correct structuring and pass on their wealth through astute estate planning.
Why not click here to find out how we can help you.
We're a team of wealth creation, tax, financial planning, accounting and business experts. Probably not the kind you're used to, because we take a holistic view to help you Grow, Protect and Pass On your Wealth.We do a lot more than look at the numbers, set up your structures and help you save tax. We help you achieve your personal goals and life balance by helping you achieve your financial goals. We will help achieve your thing by doing our thing – formulating your strategy, setting up your structures, helping you save tax, protecting your assets.
Ken is director of Metropole Wealth Advisory and gives strategic expert advice to property investors, professionals and business owners. He is in a unique position to blend his skills of accounting, wealth advisory, property investing, financial planning and small business.
Mark Creedon is an experienced and sought after business advisor. Having consulted to a range of businesses and industries across Australia he brings a wealth of knowledge and experience to Metropole. Mark is renowned for his ability to bring out the best in those around him, to cut through the white noise and understand exactly what clients need often before they have realized it for themselves. His insight and strategic thinking has been a valuable addition to Metropole for a number of years.
With over 10 years of experience in asset and wealth management, Sam leverages his expertise to help clients achieve their wealth management goals. He holds a bachelor’s degree in law and commerce (Finance) from the University of New South Wales and a Diploma in Financial Planning from Kaplan.
Chris Dang is an accountant by training and has served in the Financial Planning industry over many years.
Chris is an investment property owner in his owned right having secured several properties.
Chris brings together property ownership, accounting and financial planning experience to help our clients create a holistic plan to their wealth creation.
Michael Yardney has once again been voted Australia’s leading property investment adviser. In fact, he has won similar awards 4 times in the last 6 years. He is a best-selling author and publisher of Australia’s leading property investment e-magazine Property Investment Update.
Michael’s opinions as a property commentator are highly sought after and frequently quoted in the press and he has probably educated more successful property investors than anyone else in Australia.
First, let’s figure out what you want and what you need. We help high net worth clients, professionals and business people achieve their financial goals, create life time wealth and leave a legacy, but it all starts with a conversation about where you are today, where you want to be, your time frames and your risk profile.
We then design a fully customized plan for your short & long-term goals. We call this your Strategic Wealth Plan. Together, we develop a realistic plan geared toward your priorities, your most important goals and help you weigh the decisions along the way that can strengthen your plan and address the potential risks.
For those clients who require ongoing “project management” of their Strategy, we provide ongoing support and coordination with other professionals such as your accountant, finance broker, lawyer and property strategist.
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.
Director of Metropole Wealth Advisory
