Solomons Accountants

Story About Our Firm
OUR ADVICE IS THE DIFFERENCE

Tax and business consulting tailored to your needs.

“You have to know accounting. It’s the language of practical business life. It was a very useful thing to deliver to civilization.”

- Charlie Munger, Berkshire Hathaway

OUR ADVICE IS THE DIFFERENCE

Solomons Accountants & Advisers is a specialist in all business and financial services, offering small and medium-sized entities (SME) a solution towards achieving greater success and productivity.

Our services include, but are not limited to, bookkeeping, payroll tax, cash flow, financial planning, reporting and much more.  It is our mission is to help clients achieve their professional and personal goals by effectively combining two elements; strategic planning and a flexible approach.  

OUR STRATEGY IS THE DIFFERENCE

The consultants at Solomons Accountants & Advisers are adeptly trained in all areas of business and finance. Their sound knowledge and years of industry experience are what makes Solomons highly regarded as a genuine resource amongst its clients.​

As competition increases and the global market shrinks, it is important that organisations carefully plan and analyse all aspects of their overall strategy.

Our experienced team has the resources, the specialist knowledge and dedicated expertise to cut through and identify issues.

A World Of Opportunities

The world is your oyster, we have direct access to global markets to help you maximize global opportunities. Different asset classes and sectors will help diversify your portfolios.

Tactical Asset Allocation

We re-balance portfolios based on its overall weighting and also will be investing in growing asset classes when favorable.

Top Tier Research

Rather than focusing on one research house, we have access multiple top tier research providers. This allows us to make the most informed investment choices.

Risk Control

Delivering superior returns is not our only goal. We want to provide investments with minimum risk and to prevent losses.

what we are expert at

Why Clients Choose Us?

As a free-standing firm, we are not bound to offering specific products or work with limited number of providers. We work for you, not for the product issuers.
Which means we are focused on building trusted relationships, creating thorough and comprehensive financial strategies that address your short-term and long-term goals.

At Solomons Wealth Management, the client always comes first. We are in this business to serve others and make a positive impact on their lives. We strive to provide a unique experience that sets us apart from other wealth management firms.

We are a team of dedicated and highly experienced professionals in private wealth advisory. Beyond our internal team, we partner with Accountants, Lawyers and other advisory groups that provide us with deeper insights. Our interdisciplinary approach adds a broader perspective to what we do and allows us to offer a more comprehensive suite of services under a single roof.

You’ve worked hard for your wealth. You deserve a team who will work even harder to manage it. Contact us today for a complimentary ‘get to know us’ consultation.

Jonathan Lee AR 001233381 and Johnny Shin AR 001003078 are Authorised Representatives of PGW Financial Services Pty Ltd – AFSL 384713

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Professional Staffs

Private Wealth Solutions & Services

How We Can Help

Superannuation & SMSF

Solomons guides our clients through the complexities of superannuation and SMSFs, exploring investment opportunities that suits your tailored needs.

Financial Planning

Our experienced Advisers provide tailored investment solutions aligned to our client’s goals & objectives, no one size fits all approach. We proudly take a highly personalised approach in providing you with our advice.

Direct Shares

We offer full-service direct-shares services covering Australian and international equities markets. This means our clients can greatly benefit from wide range of opportunities across the globe.

Cash Solutions & Fixed Income

Solomons can facilitate and advise our clients best ways to manage your cash reserve including multi-currency cash assets. We also provide access to wide range of various fixed income assets which comes with benefits of liquidity and low risk.

Estate Planning

Solomons can help structure our client’s assets so they can be protected, managed and transferred according to your plans.

Risk Protection

Solomons assesses your insurance needs and our experienced Advisers can help to protect your family and business for years to come.

Family Office Service

In addition to traditional wealth management services, we offer dedicated family office service exclusively to provide and meet the unique needs of ultra-high net worth families across Australia and Asia. Our experienced Advisers provide access to investments, banking and innovative asset management solutions to help our clients grow and preserve wealth across generations. Our services are flexible and scalable to the needs of each family we work with.

Alternative Investments

Gain access to range of investment options to diversify your portfolio risks and returns.

Significant Investor Visa (SIV)

Migrating to a new country can be stressful. Our Advisers have a wealth of experience in providing specialised investment migration advice. We will provide you with direct access to our extensive network of trusted professionals to help with FX transactions, banking, accounting, legal and all other areas of your needs.

Exchange Traded Funds

An Exchange Traded Funds (ETF) is an open-ended investment fund that is listed on a stock exchange. They are one of the fastest growing categories of investment products and has variety of regions, thematic and sectors available for our investors to gain exposure to.

Meet Our Experts

Johnny Shin

Managing Director

Jonathan Lee

Executive Director

Jobbe Yu

Executive Director

Brian Park

Senior Private Wealth Adviser

Rebecca Li

APAC Director - Wealth

Bernice Xie

Private Wealth Adviser

Daniel Park

Private Wealth Adviser

Damien Korlevski

Senior Relationship Manager

Alex Griffin

Private Wealth Adviser

Sam Chung

Private Wealth Adviser

Alberto Dimarco

Private Wealth Adviser

Anique Vo

Private Wealth Adviser

Paul Wong

Director of Business Development

Daniella Elchaar

Private Wealth Adviser

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