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Who We Help

High Net Worth Individuals and their Families

high net worth
If you want to be confident that you and your family’s financial future is secure, but you don’t necessarily have the time or expertise to manage your investments or maximise your returns, Metropole Wealth Advisory can help prepare a tailored solution for you.

We provide professional and targeted advice on:

  • Investment and management
  • Appropriate legal structures to protect your assets and legally minimise tax
  • Legally reducing your tax liability through tax planning and tax effective investing
  • Planning, managing and investing your cash flow
  • Ensuring your investment loans are tax effective
  • Applying business discipline to investment decisions
  • Using superannuation to build a tax-free income in retirement
  • Protecting your major asset – your income earning ability
  • Family success planning and estate planning
  • Using life insurance to safeguard your family’s lifestyle in the event of a tragedy
  • Devising and implementing an estate plan to minimise tax for your beneficiaries

Understanding the Purpose of Growing Your Wealth

Before we recommend any investment strategies we take the time to fully understand your particular situation, your life goals, the relevant family dynamics and any existing financial structures. By understanding your financial goals, your aspirations and needs, the purpose of your wealth, your priorities and your “end game” we can we can tailor a solution specifically for you.

Business Owners and their Families

business owner familyBuilding and maintaining a successful business in today’s rapidly changing environment is a balancing act. Working closely with your management team, our professionals gain a thorough understanding of your business and industry, and provide specialist knowledge and objective advice to help your business meet its full potential.

We provide professional and targeted:

  • Strategic Business Advice and Planning
  • Appropriate business structure
  • Asset Protection and Restructuring
  • Maximising tax benefits on divestment
  • Succession Planning
  • Assistance accessing finance
  • Business performance management

Professionals

We help busy professionals such as doctors and other health professionals, solicitors and accountants by providing sound strategic wealth planning and business advice to free up your time to pursue your profession or your passions.

We provide professional and targeted:
professionals

  • Wealth creation strategies, investment advice and management
  • Appropriate legal structures to protect your assets and legally minimise your tax
  • Reduce your tax liability through tax planning and tax effective investing
  • Income and business protection advice and insurance
  • Superannuation and retirement 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 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.

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

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Hear from our clients

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I have worked with other accounting specialists but none have been as insightful or knowledgeable as Ken. I learned so much from him.

He blows my mind – he is so creative in the way he can develop an airtight strategy – he looks at your situation from every perspective.

I can see why he is in high demand. He has helped me so much in my moving forward.

L. Lim

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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