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Financial Advisor
Many Solomons clients are business owners and professionals, and many look after families across generations. For them, the most practical part of Cathie Wood’s conversation with Johnny Shin on 14 September was about work: what AI means for businesses, careers and the next generation. Cathie acknowledged the widespread concern about job losses but argued that...
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ARK Invest founder Cathie Wood opened her conversation with Solomons clients on 14 September with a view that runs against the market mood. Many investors are worried about oil-driven inflation and rising interest rates. She noted, however, that US equities were near all-time highs even as rates climbed. Inher analysis, rising real yields are doing...
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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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Private lending continues to evolve quickly, and this month we have partnered with The Adviser to share some insights into how the sector is changing and what it means for brokers and borrowers. The article looks at the growing role private lenders now play in supporting development, business growth, and capital needs-alongside the increased expectations...
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With over 35 years of experience across sales, risk management, and product development, Darren Stratford joins Solomons Capital as the Head of Commercial and Specialist Lending, bringing a wealth of expertise from both banking and non-bank lending sectors. In his new role, Darren will oversee strategic growth, product development, and broker relationships across Solomons Capital’s...
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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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