Metropole Financial Planning

3 Albion Street , Harris Park, NSW, 2150

phone 02 9635 3314

At Metropole Wealth Advisory we understand that each client has unique circumstances, so we are committed to providing you with the highest standard of personalised service. Our Core Focus is building the long-term wealth of our clients by assisting them in preparing a plan and then assisting with its implementation to get a result. All major aspects of wealth are looked at including tax, structures, asset protection, business development, financial planning and Self-Managed Super so as to prepare a full and rounded plan.

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Our team

Ken Raiss
Financial Adviser

Having been in business for over 40 years and for the past 15 years at the “coal face” it became evident that there was a recurring gap in how people could bring together the various skills needed to move and achieve financial freedom. Metropole Wealth Advisory was created to fill this void.

We provide independent and un biased expert advice for high net worth individuals and their families, professionals & business people. We provide you with an individually tailored solution integrating the core disciplines of taxation, superannuation and property investment interwoven with finance, asset protection, succession and estate planning, personal risk insurances and philanthropy. Using our depth of skills in these core disciplines, we adopt a coordinated project management approach and access other specialists as needed to further enhance our integrated advice solution.
Our process revolves around three steps being discovery of what you want and what you need; design of a customised plan for your short and long term goals and drive to ensure successful implementation.

In summary we help ordinary Australian’s move to financial independence through education, planning and oversight so as to improve work life balance, create passive income, reduce risk and help family and charitable institutions.

Ken is a regular speaker and presenter on property accounting, tax, estate planning, asset protection and self managed superannuation and is the author of many e booklets as well as a regular contributor of articles and subject matter to TV, magazines and newspapers and is often presenting and commenting on various radio stations.

Ken Raiss
Director & Financial Adviser

Ken Raiss is a Director and has over 40 years’ experience in accounting, taxation, structuring, asset protection, business development and financial planning.

These divisions help clients grow, protect and pass on their wealth. The services are positioned to give strategic and expert advice to property investors from beginners to veterans, business owners and professionals. As a property investor he understands both the issues of what is necessary to maximise returns and what not to do.

Ken is a sought after public speaker and contributor to various magazines, radio and television segments and gained his experience both locally and overseas ranging in roles from finance, accounting and general management of production facilities. He is a Certified Practising Accountant, a Registered Tax Agent, holds a Real Estate Agent licence (NSW) and is an Authorised Representative in the Financial Planning Industry with a Diploma in Financial Planning.

He is in a unique position to blend his skills to look at the each client’s position in a holistic approach to help them get from where they are currently to where they want to be and then assist with the implementation so that a result is achieved. The process revolves around three key drivers to first educate, then to plan and then to execute. Together these three processes ensure each client has direction, confidence and they reach success.

James Kaloudis
Financial Adviser

James has been in the financial services industry for over 18 years. This has involved roles in large financial services companies in sales and product related roles. James has been providing direct advice to clients since 2001.
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He has built his business through commitment and service and understanding his client’s financial affairs and needs and providing them with a direction in:
Wealth Creation
Wealth Protection
Wealth Preservation