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Solomons Wealth Management
For ARK Invest founder Cathie Wood, the part of the market most out of step with its potential is healthcare. “We believe that the most inefficiently priced part of the market today is in the healthcare space,” she told Solomons clients at Beyond the Boardroom in Sydney on 14 September. She attributed this to large...
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Beyond the Boardroom is our client experience series, built on a straightforward idea: that the conversations most worth having with clients are rarely the ones that fit inside a review meeting. On 14 September,  that series brought Cathie Wood to Sydney. Cathie is the Founder, Chief Executive Officer and Chief Investment Officer of ARK Invest. She...
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We’re delighted to welcome Luke Aitken as a Senior Private Wealth Adviser to the team at Solomons. Luke brings over a decade of financial planning expertise, having worked with individuals, families, and business owners across every stage of their financial journey. He spent over four years as a Senior Financial Adviser at Viridian Financial Group,...
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Sydney, Australia – 8 April 2026 Solomons Group, a national wealth management group with offices in Brisbane, Sydney and Melbourne, has entered into a strategic partnership with MST Financial to strengthen portfolio construction, research access and investment solution capabilities for its advisers and clients. Under the agreement, MST Investment Solutions will provide asset allocation support...
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Solomons Group is delighted to welcome Daniella Elchaar to our team as a Private Wealth Adviser. With more than a decade of experience in financial planning, Daniella brings a strong record of helping clients build, protect and manage their financial futures with clarity, structure and long-term direction. Daniella has worked extensively with wealth accumulators, pre-retirees...
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When it comes to managing family wealth across generations, there’s no one-size-fits-all approach. For some, a trust can offer a thoughtful and flexible way to support loved ones, protect assets, and plan for the future. At its core, a trust is a structure that separates the control of assets from their ownership – allowing for...
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We’re proud to be a sponsor of the upcoming FBAA Queensland Member Event, taking place on Tuesday, 2 September 2025, at Extraction Artisan Coffee, Slacks Creek. This event, hosted by FBAA’s QLD State President, Scott Beattie, is a fantastic opportunity for brokers across all experience levels to come together, build stronger networks, and gain real-world...
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Estate planning isn’t just for the wealthy or elderly – it’s something everyone should consider. Without a clear plan, you leave your loved ones to deal with unnecessary legal battles, financial stress, and uncertainty during an already difficult time. Did you know, nearly 60% of Australians don’t have a Will or Estate Plan?Whether you’re young...
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For decades, trust structures have been a popular feature of the Australian financial and tax landscape. Valued for their flexibility in distributing income and protecting assets, trusts have been a go-to for many businesses and investors. But as rules change and administration becomes more complex, some are now reconsidering whether trusts are still the best...
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If you’re currently carrying ATO debt – or might in the future – there’s a key change coming that could increase the cost of doing so. From 1 July 2025, two types of interest charges imposed by the Australian Taxation Office will no longer be tax-deductible: the General Interest Charge (GIC) and the Shortfall Interest...
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