Prudent Advice Always
“If you are failing to plan, . "
– Benjamin Franklin
- Trusted
- Experienced
- Professional
Our Vision
In a world with increasingly complex financial economic factors at play, it isn’t as easy to plan for the future as it used to be. Dreams of home ownership, early retirement, and financial freedom often seem far away and unobtainable. Due to this complexity, the help of a capable Financial Advisor, with an analytical mind, attention to detail, and vast experience goes a long way to helping you reach these goals.
Affordable, expert advice
Metis provides affordable, expert financial and lending advice for individuals, couples, families and businesses, to give you the best chance at financial success.
Our commitment to ethical standards
With a robust commitment to ethical standards and building trust, Metis works with you to achieve your goals and provides you with financial peace of mind, so you can focus on more important things.
Metis Private Wealth are motivated by a desire to make high quality financial advice accessible and affordable for everyone. See all the ways that we can help you today!
Budgeting
We believe that budgeting is an essential part of any successful financial plan. Control the present, plan the future and benefit from the peace of mind knowing you can meet your expenses.
Lending
Whether you are a just starting out with your first home, or you are a seasoned investor, Metis is committed to providing you with the right home loan to meet your needs.
Insurance
While we can’t predict the future, there are measures we can all take to shield ourselves from the financial consequences of life’s uncertainties
Investments
Investing can be both passive and active, and whether it’s the cash in your savings account, investment properties, or your superannuation, it’s likely you are already an investor.
Superannuation
Superannuation is the most valuable asset for most Australians outside of their home. Let us design a resilient superannuation portfolio tailored to achieving your retirement goals
Aged Care
Our team are committed to guiding you & your family through the various financial considerations & planning required for the changing needs of an ageing loved one.
Estate Planning
Carefully considering your estate planning and legacy is a crucial element of any comprehensive financial plan. Helping to alleviate the burden on your loved ones in the future
Calculators
Use our various mortgage calculators to estimate how much you can borrow so you get a better insight into how lenders will view your loan application.
The Adviser
Sam is a highly qualified Financial Adviser and Lending Broker who listens, calculates, analyses, prepares, presents, and implements your plan – personally and professionally.
The Difference
We pride ourselves on
Transparency
We pride ourselves on our transparency, honesty, and integrity
Competitive pricing
Our competitive pricing that delivers top tier advice at an affordable rate
Qualifications
Our educational qualifications and commitment to professional development
Broad experience
We pride ourselves on our our broad industry experience
Results
Our well-researched, results based, bespoke client solutions
Testimonials
What our clients say?
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Sam helped us find a super fund and strategy that aligned with our long-term goals. Sam also helped us review our mortgage and explore the right income protection coverage. It’s such a relief knowing that my finances are in good hands and that we have a concrete strategy for our future.
“If you’re looking for a financial advisor who’s knowledgeable, friendly, and genuinely cares about your financial future, I highly recommend Sam and Metis Private Wealth.”
Alex
Stephen
Heath
Lachlan
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He is one of the friendliest people I’ve ever met and makes himself available at any time of any day to assist. His expertise, approachability, candour and dedication to his clients is second to none. I couldn’t recommend him enough!”
Shannon
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