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Create a strategic wealth plan for your needs

Having a Strategic Wealth Plan means you're more likely to achieve the financial freedom you deserve or desire because we’ll help you:
  • Define your personal, financial and business goals;
  • See whether your goals are realistic, especially for your timeline;
  • Measure your progress towards your goals – whether your investments or business is working for you, or if you’re working for it;
  • Find ways to maximise your wealth creation;
  • Identify risks you hadn’t thought of.

And the real benefit is you’ll be able to grow your wealth faster and more safely than the average investor and leave a legacy.

Here is a list of strategic services that we provide

1. Grow Your Wealth
  • Maximise your wealth
  • Property strategies and portfolio reviews
  • Wealth creation strategies
  • Tax planning
  • Self managed super funds
  • Business Advisory
  • Financial planning and cash flow management
2. Protect your wealth
  • Asset protection, structures
  • Tax Advisory
  • Business risk management and structures
  • Insurance
3. Pass on your wealth
  • Estate planning
  • Succession planning

Let us help you maximise your financial outcomes and achieve your financial and lifestyle goals. 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.

Select what is more relevant for you:

Hear from our clients

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.

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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