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PROPERTY STRATEGIES AND PORTFOLIO REVIEWS

Property strategies and portfolio reviews

Our Strategic Property Plans are only not for people with so much money, they don't know what to do with it. Even though they’re the type of people that surround themselves with professional wealth advisors.

Getting a comprehensive property plan can benefit people at all income levels.

It’s for anyone who is interested in building wealth  through property investment and who needs some clarity around their next steps. If you look at people who are financially successful, most of them have been making very smart financial decisions all their life.

The sooner you start making smart decisions, the sooner you know where you want to go, and if you have a plan to get there, the more likely you are to attain it. Time is the one thing nobody can give us, so don’t dismiss the concept of getting a Strategic Property Plan as being only for established property investors.

We then run a number of scenarios to see which would speed up your wealth creation journey. These could include the sale of some of your assets or the purchase of additional investment properties or a home.

You also receive a detailed finance strategy which looks at your borrowing capacity as well as ways to improve your cash flow.

Portfolio Review

If you currently own one or more investment properties it is likely that you would benefit greatly from having a Strategic Property Plan written for you because we objectively review your current property portfolio’s performance with regards to capital growth, cash flow and future potential to see if you’re heading towards to your planned financial destination.

We then run a number of scenarios to see which would speed up your wealth creation journey. These could include the sale of some of your assets or the purchase of additional investment properties or a home.

You also receive a detailed finance strategy which looks at your borrowing capacity as well as ways to improve your cash flow.

And the benefit to you is that you will be able to make better informed decisions that will come from the plans that you’ll be given.

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

Choose Property
Wednesday, 07 August 2019 / Published in Uncategorized

Why it’s important to consider which property is your “home” | CASE STUDY

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
Wednesday, 24 July 2019 / Published in Uncategorized

How to prevent paying too much tax on a business sale

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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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

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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