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Finanical planning

Together we will craft an achievable and fulfilling lifestyle financial strategy for you.

This will ensure you have a clear blueprint to help you accomplish your life goals and aspirations.

We formulate this strategy for you by brining your future into the present and creating a plan now.

We want you to feel confident about your financial future

So we actually talk with you and listen.

We need to know your needs, wishes, desires, risk profile  and then it’s our job to devise a financial plan to achieve those goals.

Some of the tools we use to assist in your wealth creation include:

  • Cash flow Planning and Budgeting
  • Savings Plans
  • Superannuation
  • Property advisory
  • Business Advisory
  • Mortgage Reduction Planning
  • Asset Allocation
  • Transition to Retirement
  • Personal Insurances
  • Estate Planning Matters
  • Your Risk Profile

And the real benefit to you is:

Together using our collaborative planning process we'll create a plan for you that will ensure you have a clear strategy to help you protect your family now and in the future. We’ll help you towards accomplishing your life goals and experiencing the retirement you deserve.

Why not ask us how we can help you plan your financial future – just click here.

Interested in learning how a financial planner could help you? – 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.

Relevant case study

Choose Property
Ken Raiss
Wednesday, 07 August 2019 / Published in Uncategorized
Did you know that only 300,000 or so people own two investment properties in Australia? The number who owns three or more falls dramatically from the figure. However, more and more people are taking charge of their financial futures by buying investment-grade real estate assets. Like so many things with wealth creation, though, there are
Big Taxes
Ken Raiss
Wednesday, 24 July 2019 / Published in Uncategorized
No one ever sets up a business with the intention to fail. Rather, entrepreneurial types are motivated by a multitude of factors such as personal drive and ambition or a desire to work for themselves or to create a particular product or service. Sometimes it’s as simple as wanting to be in charge of our

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Hear from our clients

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My real challenge before meeting with Ken Raiss from Metropole Wealth Advisory was getting good tax and property advice from other professionals that I had previously met with. I was after and needed help on my complex tax and property development matters.

I had previously been looking at different organisations but found it difficult to find the right person who had the understanding and expertise to help me in my situation. I was hearing the same thing from advisers I was seeing.

I wanted to engage in an organisation that could teach me something new and give me good solid advice on the more complicated issues, and grow and protect my business.

I initially came across Ken by listening to his podcasts. I liked what I had heard and decided to contact Metropole Wealth Advisory.

After I met with Ken I was impressed. I was able to get very helpful advice – some new strategies that I had never heard of before. I feel I now have direction. I feel I have learned a lot from Ken and have a clearer understanding of where I need to go moving forward.

Paul M.

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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