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Asset protection

Asset protection

We help our clients grow, protect and pass on the wealth and a critical part of this is asset protection

This comes in a number of forms:

  • The correct property and investment ownership structures
  • The most appropriate business structures
  • Setting up your professional practice the right way
  • Rick management
  • Insurance.

Even if you feel indestructible now, putting in place an appropriate risk management strategy to protect your assets is a smart idea.

We will provide you with advice on a range of Asset Protection & Trust issues such as:

  • Discretionary trusts
  • Amendment of trust deeds
  • Family trusts
  • Hybrid & Unit trusts
  • Construction trusts
  • Trading trusts

 

Let us help you maximise your financial outcomes and achieve your financial and lifestyle goals by taking action early and restructuring your current financial arrangements. Call Metropole Wealth Advisory now on 1300 20 30 30 to discover how we can help you – now and in the future.

Alternatively, submit your enquiry here and we will contact you.

Metropole Wealth Advisory Pty Ltd provides financial planning advice including Superannuation through a referral agreement with Metropole Financial Planning Pty Ltd a Corporate Authorised Representative of Infocus Securities Australia Pty ltd (ABN 47097797049) AFSL number 236523.

Relevant case study

Partnership Team3
Friday, 26 April 2019 / Published in Case studies

How to avoid paying too much tax in joint ventures

There are a growing number of people in Australia wanting to create wealth by undertaking a  small property development. Unfortunately, many people attempt it when they don’t have the knowledge or the know-how, and they end up financially worse off than they were before. Others, while clearly capable of managing the project, don’t set up
People
Friday, 19 April 2019 / Published in Case studies

Why business structure is vital for growth

  The strength of Australia’s economy is due to its small and medium businesses. In fact, there are more than two million of them in Australia, who collectively employ a huge number of people. So, clearly, their importance to the overall health of our national economy cannot be overstated. However, one of the issues that

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Hear from our clients

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I first heard about Metropole Wealth Advisory from a podcast I was listening to and thought I would give them a try to see if they could help me in my situation. My particular circumstance was rather complex so it was difficult to get good advice and to also get the support to execute the solution.

I was very grateful for Ken’s valuable advice and recommendations. His advice was very analytical, detailed and trustworthy – taking all aspects into consideration – business and family. He provided a formula that really works saving me a considerable amount of money in the long term.

The team a Metropole were very helpful also. I would definitely recommend Metropole Wealth Advisory.

Michael B.

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

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

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