FORGOT YOUR DETAILS?

Logout

Succession planning

Succession planning is a strategy for identifying and developing future leaders at your company — at all levels.

Succession plans are used to address the inevitable changes that occur when employees resign, retire, are fired, get sick, or die. They make sure your business is prepared for all contingencies by identifying and training high-potential workers for advancement into key roles.

And this is even more important if you run a family businesses. After all, the preservation of wealth and family legacy is paramount to those who have dedicated their lives to ensuring the success of their business.

Succession is a lengthy process. It can generate feelings of great anxiety and insecurity for both the older and younger generations, so it is essential that it is well thought out and meticulously planned.

For experienced succession planning advice 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

Litigation2
Thursday, 06 June 2019 / Published in Uncategorized
When someone is building their career, they usually have so many different things to think about that they forget some of the most important issues. What I mean is that they forget to think about the future as they’re so caught up in the present. Take, one of my clients, Thomas, for example. He has
Tax Return
Friday, 26 April 2019 / Published in Uncategorized
Australia is an entrepreneurial country of more than two million small businesses. Perhaps it’s our “give it a go” attitude that sees so many of us decide to take control of our financial futures. Of course, without small businesses, our economy wouldn’t exist given some 97 per cent of all businesses are classified as ones

Interested in other services?

Sort By: Direction:

Hear from our clients

np_stars_1026249_000000@2x


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

TOP