WEALTH FOR LIFE
PROGRAM
At last…
A program designed to help you
Accumulate, Preserve & Distribute
your Wealth.
Attaining wealth doesn’t just happen – it’s the result of a well executed plan.
And Metropole’s Wealth For Life Program is the ultimate support program designed to ensure your great intentions turn in to actions and significant results.
Imagine having a new level of support, guidance and insights into the critical drivers of your wealth:
Minimise Your Tax
Build Your Wealth
Create Your Legacy
Manage Your Risk
We’ll help you attain your wealth goals
ATTAINING WEALTH DOESN'T JUST HAPPEN
It’s all about giving you the support, expertise and “how to’s” to help you set and achieve your financial goals – creating what’s truly possible for you and your family.
You worry that…
You are paying too much tax
You may be getting the wrong advice
You may not have sufficient investments to see out your golden years and leave a legacy
You’re missing out on wealth creation opportunities
Your assets may not be protected
You may be making mistakes that could cost you money.
You don’t have a firm plan to take you where you want to go financially
There is so much information and white noise out there, you sometimes don’t know who to listen to
The advice you’ve been getting up to now has been reactive rather than proactive
You feel isolated and don’t have a peer group that understands you
You are frustrated because
You want:
A more certain financial future
To take your wealth to the next level and beyond
Access to a mastermind of like minded investors, business people and entrepreneurs
Wealth, property and business mentors with a proven track record
To protect your family in event of misfortune
You are:
A business owner or want to become one
A serious property investor
In a professional practice
A senior or professional executive
DEVELOP A STRATEGIC PLAN TO ACCUMULATE, PRESERVE AND DISTRIBUTE YOUR WEALTH
Here’s your opportunity to be part of the most comprehensive wealth breakthrough program ever offered in Australia and New Zealand.
This 12 month program is tailored specifically for wealth creation and preservation. We’ll work with you on developing the right strategy and just as importantly an effective implementation plan.
We have designed a blend of workshops, mastermind and planning sessions and conferences to ensure you achieve exceptional results.
As part of our Wealth for Life Program you will work closely with our faculty and have access to some of Australia’s sharpest minds in wealth creation.
You’ll also connect and share ideas with fellow thought leaders through a virtual KnowledgeHub, online workshops and webinars. You will attend exclusive private workshops showcasing cutting-edge ideas and strategies.
Gain access to the support and knowledge you need to take your investments, business and wealth creation to a whole new level.
METROPOLE’S WEALTH FOR LIFE PROGRAM HAS BEEN DESIGNED BY KEN RAISS AND MICHAEL YARDNEY...
Who have both over the past 20 years helped investors at all levels successfully grow, protect and pass on their wealth.
They know what it takes to accumulate wealth in the ever-changing markets and believe in empowering investors, business people, professionals and entrepreneurs through dedicated coaching, strategy, next level thinking and support.
We’ve turned the traditional model, where one person was supposed to have all the answers, on its head and transformed it into a revolutionary resource.
Our faculty is a team of carefully selected experts in their field with knowledge, experience and practical know-how to get you there faster.
You will gain access to the brilliant minds of our faculty.
Ken Raiss
director of Metropole Wealth Advisory
Michael Yardney
director of Metropole Property Strategists
THE BENEFITS TO YOU INCLUDE:
The peace-of-mind that your financial affairs are coordinated by a single, trusted adviser supported by a team of experts in their own fields of finance, tax, property, and the law that more appropriately matches your risk and goals;
Confirming your investment or business structures are optimally utilized to ensure the appropriate mix of commercial and taxation outcomes;
The comfort of knowing that unexpected medical or life events won’t disrupt your wealth creation plan;
Providing tailored taxation and superannuation options and outcomes;
Providing financial security for your family and assets through an estate plan prepared for the unexpected and the inevitable;
Ensuring appropriate succession planning and/or exit strategies for your business to maximise the value of your life’s work;
Freeing up your time so you can focus on your business, your life, your family and your passions;
Laying the platform to leaving a legacy
Work closely with the best minds in the business and gain insight into how to Accumulate, Preserve and Distribute your Wealth
THE WEALTH FOR LIFE PROGRAM
We know how challenging it can be to take time out with your busy schedule to work on yourself, so we have developed this program with an ideal mix of online, webinar, coaching plus key events to boost your results.
Our Wealth For Life Program includes the essential elements you need:
1. Your Financial Health Check
As we review your current situation with a fresh set of eyes, we will identify opportunities to tweak, modify or change areas that will make the biggest difference in wealth creation
2. Develop a Personalised Strategic Wealth Plan
When you have a Strategic Wealth Plan you’re more likely to achieve the financial freedom you desire because we’ll help you:
Define your financial goals;
See whether your goals are realistic, especially for your timeline;
Measure your progress towards your goals;
Find ways to maximise your wealth creation, minimise your tax and protect your assets;
Identify risks you hadn’t thought of.
And the real benefit is you’ll be able to grow your wealth through your property portfolio faster and more safely than the average investor.
5. Your Wealth Plan Implementation meeting
Here you will be presented with your written detailed personal Strategic Wealth Plan and this will show you what’s working, what’s not, what’s possible for you financially and what you may have to change to get where you hope to be financially. You will usually be given a number of different scenarios to consider.
7. Gain access to our faculty of experts
You will be referred to our expert faculty members where appropriate.
3. Review Your Results And Adjust Accordingly
4. Stay Accountable, But Feel Supported
8. Accumulate Preserve And Distribute Your Wealth
6. Continue learning through
You can attend these sessions live and review each session via our KnowledgeHub
Access to our extensive KnowledgeHub
Monthly webinars - mastermind sessions and Q and A
Regular guest faculty webinars
Conferences and workshops including Wealth Retreat
CONGRATULATIONS FOR TAKING THE NEXT STEP
towards securing your financial future by applying to join Metropole’s Wealth For Life Program
If you'd like to learn more about our Wealth For Life Program and how you could benefit, please complete the form below.
Once received by our team we’ll give you a call within 48 hours. We look forward to the possibility of working with you and helping you to achieve your financial dreams.
info@wealthadvisory.com.au
The Foundation
The Inner Circle
The Wealth Network
Strategic Wealth Plan
One on One Strategy Session with Ken Raiss
Strategic Wealth Plan
Personalised review & implementation session with Ken Raiss
Referral to faculty partner
12 months access to our Implementation Initiator Program:
Completion of relevant structure documents
Assistance with implementing personalised Strategic Wealth Plan recommendations
Appointment setting with faculty partners
12 months access to:
Webinars
Access & live participation to the Wealth on the Web webinar series with Ken Raiss & faculty members handpicked for their breadth of knowledge on a range of topics catering specifically to our Wealth for Life Members.
Wealth Vault
Access to our easy to navigate Wealth Vault which has everything you need in one place, a source of absolutely invaluable information including interviews, podcasts, webinars, books and cheat sheets available exclusively to our Wealth for Life Members.
The MWA Family Wealth Education Series, providing education for your children on wealth creation
One six month Strategic Wealth Plan review and readjust session with Ken Raiss
Admission for 2 to Michael Yardney’s Wealth Retreat
Australia’s leading five day retreat where you will have Australia’s best property, tax, business, finance and share market minds as your personal mentors.
A personal property strategic planning report
Prepared by a Senior Property Strategist from Metropole Property Strategists addressing your wealth creation goals through property.
$1,100 rebate for the registration fee for Metropole’s Buyer’s Agency services
Ability to apply for access to the Board Room Wealth and Business Program
Admission for 2 to Ken Raiss round table small group event held twice a year (once in Sydney and once in Melbourne)
This is an exclusive small group event where you will have the ability to speak one on one with Ken and members of the Faculty where you will hear the very latest on what’s happening in the market, what the trends are and what may be coming up in the future.
Wealth Retreat Summit Boardroom Session
A one day intensive session to review and implement what you have learned across the five days of Wealth Retreat.
Strategic Wealth Plan
One on One Strategy Session with Ken Raiss
Strategic Wealth Plan
Personalised review & implementation session with Ken Raiss
Referral to faculty partners
12 months access to our Implementation Initiator Program:
Completion of relevant structure documents
Assistance with implementing personalised Strategic Wealth Plan recommendations
Appointment setting with faculty partners
12 months access to:
Webinars
Access & live participation to the Wealth on the Web webinar series with Ken Raiss & faculty members handpicked for their breadth of knowledge on a range of topics catering specifically to our Wealth for Life Members.
Wealth Vault
Access to our easy to navigate Wealth Vault which has everything you need in one place, a source of absolutely invaluable information including interviews, podcasts, webinars, books and cheat sheets available exclusively to our Wealth for Life Members.
The MWA Family Wealth Education Series, providing education for your children on wealth creation
One six month Strategic Wealth Plan review and readjust session with Ken Raiss
Admission for 1 to Michael Yardney’s Wealth Retreat
Australia’s leading five day retreat where you will have Australia’s best property, tax, business, finance and share market minds as your personal mentors.
A personal property strategic planning report
Prepared by a Senior Property Strategist from Metropole Property Strategists addressing your wealth creation goals through property.
$1,100 rebate for the registration fee for Metropole’s Buyer’s Agency services
Ability to apply for access to the Board Room Wealth and Business Program
Strategic Wealth Plan
One on One Strategy Session with Ken Raiss
Strategic Wealth Plan
Personalised review & implementation session with Ken Raiss
Referral to faculty partners
90 days access to our Implementation Initiator Program:
Completion of relevant structure documents
Assistance with implementing personalised Strategic Wealth Plan recommendations
Appointment setting with faculty partners
3 months access to:
Webinars
Access & live participation to the Wealth on the Web webinar series with Ken Raiss & faculty members handpicked for their breadth of knowledge on a range of topics catering specifically to our Wealth for Life Members.
Wealth Vault
Access to our easy to navigate Wealth Vault which has everything you need in one place, a source of absolutely invaluable information including interviews, podcasts, webinars, books and cheat sheets available exclusively to our Wealth for Life Members.
1.
2.
3.
4.
1.
2.
3.
4.
1300 20 30 30
At last… A program designed to help you
Accumulate, Preserve & Distribute our Wealth.
WEALTH FOR LIFE PROGRAM MEMBERS BENEFITS
Your information will not be shared with any 3rd party. That’s a promise.
YOUR PERSONALISED SUPPORT PROGRAM
When you join the Metropole Wealth For Life Program you will receive a number of personalised sessions – not a one size fits all program.
These include...
1.
2.
3.
4.
Your Strategic Wealth Plan
This involves a one on one session with Ken Raiss where he will closely examine your individual needs and provide a personalised strategy to address your wealth plans, tax minimisation, risk management and structures.
This is not ‘cookie cutter’, you will receive a strategy which is designed to meet your family’s needs and help you achieve your personal goals.
Once you have received your plan Ken will meet with you one on one to conduct a personalised review and help you to understand the recommendations, the impact and benefits and exactly how to then implement your new strategies.
Implementation Initiator Program
While having a strategic plan is essential, the real value lies in the implementation.
We know that even though you may have the best intentions of getting your individual strategy implemented, life gets in the way and so that is why as a part of our Wealth for Life program we offer our Implementation InitiatorTM which will walk you through (and hold your hand where need be) step by step as you bring your Strategic Wealth Plan to life.
One of our highly skilled Wealth Support Managers will make sure you take the right steps in the right order, make the necessary arrangements for you to met with the Faculty Partners Ken has recommended and guide you through any document completion you may need.
We want to make sure that you take all the steps you need to accumulate, preserve and distribute your wealth.
Strategic Property Plan
For this part of your program you will sit one on one with a Senior Property Strategist who will assess your current portfolio, your personal goals and then prepare an individualised strategic report which will guide you on exactly how you can use property as an essential component in your wealth creation journey.
You will be given several options based on varying scenarios you discuss with your strategist, and these will help you realistically see what you can achieve.
This plan will be individually prepared for you under the guidance of Kate Forbes our national Director of Property Strategy and in consultation with Ken Raiss to make sure the overall strategy for you to accumulate, preserve and distribute your wealth can be implemented seamlessly.
Webinars
Each month you will have the opportunity to join our live Wealth on the WebTM webinar series with Ken Raiss and faculty members hand picked by Ken and Michael to share their breadth of knowledge on a range of topics such as :
- Pitfalls in wealth creation and accumulation
- The very latest in taxation rulings
- The ever changing finance landscape
- What’s happening in the property market
- The value of minimising risk
- How to remove doubt and stay confident
- Facts and figures from the big end of town
- The latest in asset protection
- Developments in wealth distribution
These are not just theory sessions. They are hands on practical advice where you will be able to participate live, ask questions and take away the very latest learnings delivered in a way which caters specifically for our Wealth for Life Members.
This information is not readily nor freely available. You will be among the first to learn these vital pieces of information.
As a part of the Wealth on the WebTM series you will also get to join Ken and special guests in a live Q and A session where you will be able to ask any question you like on wealth, tax, asset protection, structures and a range of associated topics. Where possible, your questions will be answered live and even if you don’t have a burning question, you may just learn from the answer to someone else’s.
The great part about the Wealth on the WebTM series is that it is all recorded so if you can’t participate live then ot will be available in our Wealth Vault for you to refer to at a time most convenient to you.
The MWA Family Wealth InsightTM series
is an educational series presented by Ken Raiss personally.
We know that an essential part of your wealth journey is to be able to confidently pass on your wealth lessons to the next generation. We also know that sometimes parents are the last people to be heard.
That’s why Ken created the Family Wealth InsightTM series to make sure the next generation have all the basic (and a few advanced) skills they need to be able to commence their own wealth journey with confidence.
The series is conducted live via webinar but also recorded and available to you in the Wealth vault so that you can work through it with your children at a time which best suits you. This is invaluable information which will place your children in the best possible position to make the most of their opportunities.
The Wealth VaultTM
An absolutely invaluable collection of interviews, podcasts, calculators, tools and all things related to wealth and success. You will no longer need to search through endless resources for the piece of information or tool you need. Our Wealth Vault has everything you need in one place, one known, proven and trusted source just for you.
Six Month Strategic Wealth Plan Review
On the six month anniversary of your Strategic Wealth Plan you will have the opportunity to meet with Ken Raiss one on one and review your strategy, to make sure you are on the right path and to update and readjust where necessary. This individualised personal review will give you the confidence to maintain your wealth journey.
Wealth Retreat
Admission for 1 to Michael Yardney’s Wealth Retreat, Australia’s leading five day retreat where you will have Australia’s best property, tax, business, finance & share marketing minds pouring out their hard earned knowledge to you over the course of 5 days.
Consider that we don’t accept all applications to attend and carefully shortlist Wealth Retreat attendees, so you have a like-minded mastermind group to engage with.
No wealth creation event in Australia can deliver such high-impact value. Our attendees keep telling us again and again.
As a Wealth for Life member you will receive one ticket which includes attendance across the five days, accommodation on the beautiful Gold Coast and all meals as well as a load of tools and resources which will guide you through the five days and beyond.
We will be discussing your thoughts, attitudes and beliefs about wealth. There is a way of thinking and behaving that repels wealth, and obviously this is how most people operate. Conversely, there’s a way to think and behave that attracts wealth. This makes people magnetic to opportunity, money, and wealth.
There will also be a strategic component.
There are very practical things to do to put you in the right position, to set in motion the forces that attract wealth. Advanced investment, property, superannuation, finance, joint venture, asset protection, estate planning, tax and business strategies will all be shared with you at Wealth Retreat.
Plus, as a Wealth for Life, Wealth network member we will give you a very special discounted price for your life or business partner to join you. Of course, our Inner Circle members receive two tickets to the entire event, including all meals and accommodation.
Wealth Retreat Summit Session
As an Inner Circle member you will have the opportunity to sit with Michael, Ken and senior presenters from Wealth Retreat as they walk you through exactly how to get the very best from your Wealth Retreat experience.
From this hands on one day intensive session you will walk away with an individualised Wealth Retreat Blueprint, a 12 month implementation plan which guides you step by step exactly what you need to do and how to stay on track and accountable with your Wealth Retreat plans.
The learnings from Wealth Retreat are invaluable and this session will empower you beyond what you may have thought possible. Plus you will be surrounded by a tribe of successful and like minded people who will help you to upgrade your wealth thermostat and share your successes with you.
WEALTH FOR LIFE
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.
Your information will not be shared with any 3rd party. That’s a promise.