Who We Help
High Net Worth Individuals and their Families
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
Building 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:
- 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.
