Wealth Management

Story About Our Firm
Managing wealth

is just the start

Solomons Wealth Management exists to help clients navigate the financial and emotional complexities of wealth.

Every family or individual is unique and our goal is to provide our clients a truly comprehensive approach that is both objective and tailored to your needs.

 

“A Goal Without a Plan is Just a Wish.”

- Antoine de Saint-Exupéry

Thematic Based Investing

Investment thematic is in the core of portfolio construction. We will advise clients on upcoming market trends to capitalize long term growth strategies.

Goals Based Investing

Every client is unique and have different goals. Whether you are investing for children’s education, a house deposit or retirement. We will design a investment strategy based on your needs

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 1233381), Johnny Shin (AR 1003078),  Jobbe Yu (AR 1235902), Morgan Johnson (AR 460730) and Solomons Wealth Management Pty Ltd (CAR 1275993) 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

Head of Wealth Management

Brian Park

Senior Private Wealth Adviser

Sarah Hegarty

Director of Business Development

Bernice Xie

Private Wealth Adviser

Daniel Park

Private Wealth Adviser

Damien Korlevski

Senior Relationship Manager

Alex Griffin

Private Wealth Adviser

Sam Chung

Cross-Border Engagement Lead

Joel Tilbrook

Private Wealth Adviser

Rebecca Li

APAC Director - Wealth

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