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
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.
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.