PRIVATE WEALTH

Wealth creation strategies for professional investors.

An institutional investment offering for Metro Commercial clients, delivered in partnership with Rivkin Private Wealth.

Book a Consultation

EXPERIENCE

1+

years of market expertise

APPROACH

Long term

preservation first, growth second

REGULATED

AFSL 332802

ESTABLISHED

Sydney

CLIENTS

Sophisticated Investors

LICENSED BY

ASIC (AFSL 332802 )

FOCUS

Property-aware Portfolios

THE PARTNERSHIP

Two specialists. One coordinated strategy.

Trusted long-term relationship. Investment managed and delivered by Rivkin Private Wealth.

YOUR PROPERTY ADVISORS

Existing client relationship. Primary existing contact overseeing all property and business interactions.

YOUR INVESTMENT MANAGER

Portfolio design and oversight. Public and private market access. Compliance and reporting.

YOU

THE CLIENT AT THE CENTRE.

One trusted relationship. One coordinated wealth strategy. Two specialists working in your interest.

WHAT WE DO

Bespoke wealth management built around your investment portfolio.

Beyond property, your wealth strategy needs structure, diversification, and oversight. Here's how we help.

Portfolio Design

Asset allocation tailored to your goals, risk profile, and existing property exposure.

Diversification

Public and private market opportunities that complement your real estate holdings.

Direct Investments

Access to equities, fixed income, and alternative investment strategies.

Managed Funds

Curated funds and private market access typically reserved for institutional investors.

Monitoring & Reporting

Ongoing portfolio governance with transparent quarterly reporting.

Estate & Legacy

Retirement structuring and intergenerational wealth planning.

DESIGNED FOR

Investors with complexity to manage.

Commercial property investors

Business owners & entrepreneurs

Professionals & executives

Families building generational wealth

Clients seeking institutional-grade advice

HOW IT WORKS

A clear path to a structured strategy.

Introduction

Your Metro Commercial advisor introduces you to the Rivkin team. We listen, no obligation.

Strategy

We assess your portfolio, goals, and risk profile. You receive a tailored wealth strategy.

Implementation

Once you're comfortable, we implement and manage your portfolio with ongoing reporting.

Initial point of contact and introduction to opportunities.

We invite you to progress your interest with a non-obligation introduction.

Book a Consultation

GET IN TOUCH

Start the conversation.

Tell us a little about yourself and we'll be in touch.

OR REACH US DIRECTLY

info@metrocommercial.com.au

02 9362 8888

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