Helping you spend more time living your best life
Trusted advice to ensure smarter financial decisions
Your financial life, made visual
A financial plan is the best way to bring your entire financial picture together.
Combining this smart modelling with the advice of a trusted planner, can help you make better financial decisions, less mistakes and ensure you live a comfortable life, whilst accumulating and in retirement.
At the centre of our advice for every client is their own personal Financial Masterplan.
About you.
At Metric Wealth we work well with those who are
Professionals & Business Owners
Professional life is hectic with long hours and a difficult balance between work and family.
You’re a specialist in your own field but want to maximise your financial future.
We can help:
- Grow and build your personal wealth and assets
- Protect your families lifestyle with appropriate insurance
- Invest for your children’s education or future
- Build a second income from investing
Let us concentrate on your finances so you can concentrate on your life.
Approaching Financial Freedom
The age pension cannot be relied on to provide a comfortable retirement.
Life doesn’t slow down when you leave the world of work.
We can ensure:
- You never run out of capital in retirement
- You know what steps are required to retire early
- You make the right call between clearing debt and saving for retirement
- Those you wish to inherit your assets, do so without challenge
Let us plan your perfect retirement.
UK Ex-Pats
If you’re from the UK, or spent time working there, you should only seek financial advice from an expert of both countries.
An understanding of Australian & British systems can significantly increase your lifetime return.
We provide help and advice to:
- Maximise your entitlements to age pensions
- Transfer your UK Pensions to Australia
- Avoid unnecessary double taxation
- Set yourself up with the option of retirement on either continent
Let us take care of your life home and away
About us.
Metric Wealth is based in Sydney’s eastern suburbs and has clients across Australia.
We work with the successful and the ambitious, to achieve complete financial independence.
We provide advice on a range of areas from investments and Super through to Insurance and tax planning.
We are not affiliated with any of the major banks or financial institutions so we can choose the best solutions to suit your needs.
Our solutions are bespoke to you and your family. Your relationship is with a human not a robot.
For that reason, we work only with a small number of clients, who share the positivity and drive to build significant family wealth. This allows us to maintain a high level of personalised service to our clients.
“Investment performance doesn’t determine real life returns; investor behaviour does.”