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.
Director of Metropole Wealth Advisory
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.