The Difference
"A pessimist sees the difficulty in every opportunity; .
– Winston Churchill
The Metis difference
Metis Private Wealth was founded by the Principal, Sam Byrne in 2022. Motivated by a desire to make high quality financial advice accessible and affordable, Sam believes that financial security and success should be achievable for everyone.
At Metis, we will walk with you on your unique financial journey and provide trusted guidance, whether you’re seeking to build wealth, manage a budget, consolidate your legacy or transform your relationship with money for the better.
Commitment to innovative financial solutions
Defined by our unrelenting commitment to accountability, transparency and integrity, Metis Private Wealth provides innovative financial solutions grounded in robust expertise and industry experience. We are deeply respectful of our ethical and moral obligations to our clients in shaping their financial future, and unlike our competitors, we will not compromise on these core values.
At Metis, we are proud to offer ethical advice to support you in kicking your financial goals. We are motivated by the incredible successes of our clients to date and remain devoted to delivering dynamic financial solutions that are accessible to everyone, regardless of your bank balance.
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
Committed & Qualified Financial Advice
Unfortunately the finance industry continues to be inundated with under qualified ‘advisers’ who have been authorised to provide complicated financial advice outside the scope of their knowledge, leading to disappointing outcomes for their clientele. Despite these industry challenges, at Metis, we are determined to shift the perception of our sector, and armed with the courage of our convictions, restore public faith in the profession – one client success story at a time.
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.
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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