FORGOT YOUR DETAILS?

Logout

Why choose
Metropole Wealth Advisory

Discover the difference.

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 benefits to you include:

• 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 deliver results

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.

Who we are

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.

​​​​​​​Director of Metropole Wealth Advisory
click for more info

​​​​​​​Director

click for more info

Manager

click for more info

​​​​​​​Director

click for more info

Our 3 step process

Proven and Trusted

1. Converse

01

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.

2. Create your plan

02

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.

3. Implementation

03

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.

Hear from our clients

np_stars_1026249_000000@2x


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

TOP