Our Process

our process

It all starts with knowing where you want to go, then figuring out how to get there.

That’s where we come in, as a partner to help you prioritize your goals and devise a plan to reach them.

We’ll work closely with other professionals as requested to help you achieve your financial goals.

3 stepsProven & Trusted

1. Converse

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

We then design a fully customized plan for your short & long-term goals. We call this your Strategic Wealth Plan. Together, we can help prepare 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

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.


If you’re looking for professional strategic wealth advice from a team of proven experts, 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


How do you protect your assets from litigation?

It’s a sad reality that our society seems to be more litigious than in years gone by. Thankfully, we’re not in the same parlous state as America, but there is a greater chance than before that you could become involved in legal proceedings that threaten your wealth creation efforts.

Read more


How ownership structures help to grow wealth

There are more than two million property investors in Australia but many of them never get past owning one property.
And those who manage to buy a number of investment properties often hit a growth brick wall because of lending issues or poor asset selection.

Read more

Interested in other services?

Hear from our clients


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 the 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.


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 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

Ken Raiss

Director of Metropole Wealth Advisory