Wealth Creation Strategies
At Metropole we recognise the true wealth is not measured by how many properties you own, that size of your share portfolio, or how successful your businesses is.
In fact, it's been said that wealth is what you're left with after they take all your assets away, and that's why we pay attention to your goals and your family's needs.
We then use a holistic approach, combining accounting, tax, asset protection, estate planning, financial planning and property strategies to help you create financial wealth
Too often financial planning advisors give advice focused solely on investments. This typically results in a limited financial strategy.
Our approach considers all your financial affairs – investments, business, risk insurance, taxes, estate planning, retirement, cash, trusts and wills.
Our specialists have extensive professional skills and experience across these areas. They will work with you to understand your current situation as well as your goals, then put together the best combination of strategies to achieve your desired outcomes.
And the real benefits for our clients is that they receive
- A comprehensive wealth creation strategy that will stand the test of time, because it will be regularly reviewed
- Investments that are tax effective and best suited to your overall needs
- All your financial affairs are coordinated in the one place, managed by an advisor who understands your financial circumstances and concerns
Other ways we can help:
Working together with the other divisions of Metropole and our offices in Sydney, Melbourne and Brisbane, in conjunction with our faculty of specialist professionals, we can help your investment, business, tax and estate planning needs.
Drawing on our expertise we will customize a holistic solution for you: -
- Wealth creation strategies, including property
- Self-Managed Super Funds (SMSFs)
- Tax planning strategies
- Business advisory
- Wealth protection products and strategies
- Retirement planning
- Estate planning
- On-going portfolio management
- Fixed interest and managed investments
- Succession Planning.
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.