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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.

Relevant case study

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
Partnership Team3
Friday, 26 April 2019 / Published in Case studies
There are a growing number of people in Australia wanting to create wealth by undertaking a  small property development. Unfortunately, many people attempt it when they don’t have the knowledge or the know-how, and they end up financially worse off than they were before. Others, while clearly capable of managing the project, don’t set up

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Hear from our clients

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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

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