Our Metzke + Allen Financial Advisers are a trusted group of professionals that want to build strong long-term relationships with our clients and work with them to achieve financial success.
We are committed to take the time to understand our clients’ needs and lifestyle aspirations – and work with them to deliver a financial solution that helps them to get there.
What makes Metzke + Allen Financial Advisers different?
• We are passionate about what we do;
• We are results driven;
• We have access to ‘best in market’ products and services;
• We have in-depth industry knowledge and business acumen;
• We are flexible and adaptable to respond to market changes;
• We have evolved from a longstanding chartered accounting firm, Metzke + Allen
Our approach and service offering
We build relationships with our clients as they live through life’s stages. We identify these life stages as:
• Single or young families;
• Self-employed or in business;
• Growing wealth;
• Pre-retirees; and
Our financial advisers are qualified and authorised to provide you with personal financial advice addressing your needs, objectives and financial situation in the areas of:
• Risk or personal insurance;
• Superannuation consolidation;
• Government co-contributions;
• Debt recycling;
• Education savings plan;
• Investing in shares;
• Investment plans;
• Business insurance;
• Self-managed superannuation funds;
• Investment portfolio reviews;
• Estate planning;
• Personal cash flow and budgeting;
• Pension strategies;
• Centrelink and
• Aged care
To make a time to discuss your goals please contact Gavin Napier or Barbara Evans on (03) 5822 8900.
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GENERAL ADVICE WARNING The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly Metzke and Allen, Financial Wisdom Limited nor it's related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.