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Why choose MWA

We are a unique team of wealth creation, asset protection, tax and business specialists, the likes of which you probably have never come across before.

While our team is small we punch above our weight in terms of the value.

You see...amongst our team are accountants, financial planners, business owners, serial entrepreneurs, business specialists and property experts and educators.

And we work closely with a faculty of specialists who are all experts in their own fields.

There is no other similar firm we know of that combines all these disciplines and also understands the importance of your personal life and goals because, after all, the reason for creating wealth is to give you more choices life, isn't it?

Why not click here and organise a time to come over and we'll introduce you to the team

 

Choosing a wealth advisory firm, or a financial planner, is an important decision.

We have all read about those financial planning companies who don't have their client’s best interests first, so we realise that you need to feel confident about the advice you are receiving and how it will secure your financial future.

 

Expertise, integrity and discipline

We are privately owned company that operates on a fee-for-service model and don't accept commissions.

We realise how important it is to chose a, advisor who is non-focused to a specific service or product provider and protects their clients by not having a conflict of interest. We have no links to the banks or any institutions and have no financial products to sell.

Because we are not obliged to sell specific products our team is able to give you access to a full suite of investment opportunities, including property (which most financial planning firms aren't able to advise on.) That way you can be assured that the advice and recommendations you receive are most appropriate for your individual circumstances.

 

We deliver results

We have a proven track record of helping clients grossly wealth, protect their assets through correct structuring and pass on their wealth through astute estate planning.

Why not click here to find out how we can help you.

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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I first heard about Metropole Wealth Advisory from a podcast I was listening to and thought I would give them a try to see if they could help me in my situation. My particular circumstance was rather complex so it was difficult to get good advice and to also get the support to execute the solution.

I was very grateful for Ken’s the valuable advice and recommendations. His advice was very analytical, detailed and trustworthy – taking all aspects into consideration – business and family. He provided a formula that really works saving me a considerable amount of money in the long term.

The team a Metropole were very helpful also. I would definitely recommend Metropole Wealth Advisory.

Michael B.

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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