About us

Who we are

We are a financial planning business based in Kenmore and provide professional planning advice.

The Metis Wealth team are experts in their chosen field and pride themselves on their high level of education, knowledge and training. The team are passionate about delivering extraordinary service to our clients.

No matter what stage of life you are in, we will work closely with you to build a personalised and practical financial plan designed to help you achieve your financial goals.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • Retirement Planning Advice (including SMSF)
  • Investment Advice
  • Wealth Protection (personal insurance advice)
  • Superannuation Advice

We provide advise to a wide range of clients, including a large number of clients in the medical professional community.

We are passionate about this industry and thoroughly enjoy forming long lasting relationships with our clients.

Meet our team

Daniel George

Financial Planner

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Come and chat with us about how we can help.

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