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...Read More
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...Read More
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...Read More
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...Read More
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,...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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