- Mon - Sat: 8.00 - 18.00
- 411 University St, Seattle
- +1-800-456-478-23
11+
Nationalities
10+
Languages & Cultures
60+
Professional Staff over 3 Cities
11+
Nationalities
10+
Languages & Cultures
60+
Professional Staff over 3 Cities
B+
Funds Under Advice
+
Languages & Cultures
+
Professional Staff over 3 Cities
+
Consultations
%
Client Satisfaction
+
Professional Staff
Who We Are
At Solomons Wealth Management, managing wealth is just the beginning. We are a client-focused firm dedicated to building trusted relationships and delivering personalised financial strategies for your short-term needs and long-term goals.
Moreover, we speak your language, simplifying the financial landscape to create bespoke strategies tailored to you. Our diverse expertise and top-tier resources ensure you receive the best advice and service delivered in your language.
Join us to experience a new standard of excellence at Solomons Wealth Management, where your financial success is our mission.
"A Goal Without a Plan is Just a Wish"
– Antoine de Saint Exupéry
What Type Of Investor Are You?
Unlock tailored financial solutions designed to meet your unique needs. By understanding your investor profile, we can provide you with the most relevant advice and strategies to help you achieve your financial goals.
Ready to get started? Let’s find out if you’re a retail or wholesale investor.
Our Methodology
STRATEGIC ASSET ALLOCATION & THEMATIC INVESTMENTS
Investment themes are at the core of our portfolio construction. We advise clients on emerging market trends and strategically rebalance portfolios to capitalise on long-term growth opportunities and ensure optimal performance.
GOALS-BASED INVESTING
Each client has unique goals, whether for children’s education, a home deposit, or retirement. We design investment strategies tailored to your specific needs.
A WORLD OF OPPORTUNITIES
With direct access to global markets, we help you maximise opportunities worldwide. Diversifying across asset classes and sectors enhances your portfolio's potential.
TOP-TIER RESEARCH
Utilising multiple top-tier research providers, we make well-informed investment choices, ensuring that our strategies are backed by robust data and insights.
RISK CONTROL
Our priority is not just delivering superior returns but also minimising risks and preventing losses, ensuring a balanced and secure investment approach.
CLIENT EDUCATION AND TRANSPARENCY
We believe in empowering our clients through education and transparent communication. Regular updates and clear explanations ensure you understand your investments and feel confident in your financial decisions.
We Provide
Solomons Wealth Management mission is to empower you to achieve your financial goals through personalised, comprehensive and innovative strategies. We are dedicated to providing exceptional service and building lasting relationships, thereby ensuring your financial success and peace of mind.
Bespoke Investment &
Capital Management
Our team comprises award-winning and award-nominated professionals across all divisions, dedicated to crafting bespoke investment strategies that grow and protect your wealth. Moreover, we focus on securing a prosperous legacy for future generations.
Global Reach, Local Expertise
With a team as diverse as the clients we serve, we bring global perspectives and local insights to every challenge, ensuring advice that's both universally informed and intimately tailored. Moreover, our presence in Brisbane, Sydney, and Perth allows us to service clients across Australia and internationally, thereby delivering global strategies with local expertise.
Real Asset & Portfolio Diversification
We leverage our deep market insights and cross-border capabilities to identify and implement innovative investment solutions. This approach allows our clients to capitalise on dynamic investment opportunities both in Australia and globally, thereby enhancing portfolio diversification and potential returns.
One Stop Service
Our team of seasoned professionals, proficient in over 10 languages and steeped in diverse cultural insights, offers a comprehensive suite of services. From private wealth management to legal strategy, tax optimisation, and corporate advisory, we ensure your objectives are met with unparalleled precision and genuine care.
At Solomons Wealth Management, 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 to gain deeper insights. This interdisciplinary approach adds a broader perspective to what we do, thereby allowing us to offer a more comprehensive suite of services under a single roof. Ultimately, our collaboration ensures that Solomons Wealth Management delivers the most effective and holistic financial solutions for our clients.
Our Team
Bernice Xie
Private Wealth Adviser
Damien Korlevski
Senior Relationship Manager
Sarah Hegarty
Director of Business Development
Brian Park
Senior Private Wealth Adviser
Johnny Shin
Managing Director
Jonathan Lee
Executive Director
Jobbe Yu
Head Of Wealth Management
Rebecca Lee
APAC Director - Wealth
Andy Wong
Investment & ESG Director (APAC)
Sam Chung
Cross - Border Engagement Lead
Daniel Park
Associate Director
Anique Vo
Private Wealth Adviser
Joel Tilbrook
Private Wealth Adviser
Alex Griffin
Private Wealth Adviser
Tony Lau
Operations & Finance Manager
Adam Graham
Client Services Manager
Bernice Xie
Private Wealth Adviser
Damien Korlevski
Senior Relationship Manager
Sarah Hegarty
Director of Business Development
Brian Park
Senior Private Wealth Adviser
Johnny Shin
Managing Director
Jonathan Lee
Executive Director
Jobbe Yu
Head Of Wealth Management
Rebecca Lee
APAC Director - Wealth
Andy Wong
Investment & ESG Director (APAC)
Sam Chung
Cross - Border Engagement Lead
Daniel Park
Associate Director
Anique Vo
Private Wealth Adviser
Joel Tilbrook
Private Wealth Adviser
Alex Griffin
Private Wealth Adviser
Tony Lau
Operations & Finance Manager
Adam Graham
Client Services Manager
Bernice Xie
Private Wealth Adviser
Damien Korlevski
Senior Relationship Manager
Sarah Hegarty
Director of Business Development
Brian Park
Senior Private Wealth Adviser
Johnny Shin
Managing Director
Jonathan Lee
Executive Director
Jobbe Yu
Head Of Wealth Management
Rebecca Lee
APAC Director - Wealth
Andy Wong
Investment & ESG Director (APAC)
Sam Chung
Cross - Border Engagement Lead
Daniel Park
Associate Director
Anique Vo
Private Wealth Adviser
Joel Tilbrook
Private Wealth Adviser
Alex Griffin
Private Wealth Adviser
Tony Lau
Operations & Finance Manager
Adam Graham
Client Services Manager
Our Expertise
Client Focused, Outcome Driven
We prioritise your needs above all else. As an independent firm, we are not tied to specific products or a limited number of providers. Therefore we work for you, not the product issuers.
Our approach centers on building trusted relationships and creating comprehensive financial strategies that address both your short-term needs and long-term goals. Moreover, we are dedicated to making a positive impact on your life, offering a unique experience that distinguishes us from other wealth management firms.
Ultimately, we pride ourselves in taking the burden of managing your financial situation, so you can focus on what you do best.
Awards & Nominations
We Are Solomons
We Are Solomons
What Our Clients Says
"Anique is thorough, prompt, transparent & professional"
Cameron Brownjohn
CEO Federation Asset Management"Anique has been a trusted adviser to my family and work colleagues for 10 years. When we needed Anique most at claim time, she was caring, personal and managed the process end to end."
Kevin Hoshon
Head of Discipline, Medical Imaging"Tony was able to answer all of the questions I had and provide the best products and solutions to help me save money and pay off my home sooner."
Philip Chan
Retail Client"Anique is thorough, prompt, transparent & professional"
Cameron Brownjohn
CEO Federation Asset Management"Anique has been a trusted adviser to my family and work colleagues for 10 years. When we needed Anique most at claim time, she was caring, personal and managed the process end to end."
Kevin Hoshon
Head of Discipline, Medical Imaging"Tony was able to answer all of the questions I had and provide the best products and solutions to help me save money and pay off my home sooner."
Philip Chan
Retail ClientAre You a Retail Investor?
A retail investor is an individual who invests their own money in stocks, bonds, mutual funds, or other investment products for personal financial goals. They are everyday people, not professional investors or large institutions.
Personalised Financial Planning
Tailored advice to meet your unique financial and life circumstances.
Comprehensive Guidance
Strategies for insurances, superannuation, and achieving your financial goals.
Regulatory Protections
Ensuring your interests are safeguarded with legally binding documents.
Are You a Wholesale Investor?
A wholesale investor, under Australian law, meets specific criteria set by the Corporations Act 2001. These criteria include:
Investment Size
A single investment of at least AUD $500,000.
Net Wealth
A net asset position of at least AUD $2.5 million.
Income
Earning a gross income of at least AUD $250,000 per year for the past two financial years.
Our Commitment to Wholesale Investors:
Exclusive Opportunities
Access to more complex and less regulated investment opportunities.
Collaborative Strategy Development
Work together with your financial adviser to develop and implement tailored strategies.
Advanced Financial Knowledge
Benefit from our deep understanding of market trends and investment strategies.
Retail Investor Definition
A retail investor is an individual who invests their own money in stocks, bonds, mutual funds, or other investment products for personal financial goals. They are everyday people, not professional investors or large institutions.
Retail clients are considered to have less experience and financial sophistication, and as a result, there are more protections and regulations in place to safeguard their interests. The advice provided to retail investors is in the form of a legally binding document, providing instructional based strategies tailored to their personal situations (Personal Advice). This includes guidance on personal situational factors such as insurances, superannuation, and achieving financial goals based on their unique financial and life circumstances. If you’re investing to save for retirement, education, or to grow your wealth, you are likely a retail investor.
Wholesale Investor Definition
A wholesale investor, under Australian law, is an individual or entity that meets specific criteria set by the Corporations Act 2001. These criteria include:
- Investment Size: A single investment of at least AUD $500,000.
- Net Wealth: A net asset position of at least AUD $2.5 million.
- Income: Earning a gross income of at least AUD $250,000 per year for the past two financial years.
- Professional Investor: Includes financial institutions, large companies, and those with an Australian Financial Services Licence (AFSL).
Wholesale investors maintain a higher level of financial knowledge and experience, enabling them to access more complex and less regulated investment opportunities compared to retail investors. Advice provided to wholesale investors are more likely to be in the form of General Advice which includes a more narrow scope of focus and does not take into account their personal situation. The nature of the manner of advice given is generally in the form of a cooperation between a financial adviser and the client with strategies and investments being client driven.
Take Control of Your Financial Future!
At Solomons Wealth, we are ready to help you build, protect, and grow your wealth. Fill out the form below and start your wealth journey today.
Take Control of Your Financial Future!
At Solomons Wealth, we are ready to help you build, protect, and grow your wealth. Fill out the form below and start your wealth journey today.
company benefits
Global Reach with Local Understanding
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
marketing analysis
finance strategy
business innovation
flexible pricing plans
Choose The Best Plan
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
Billed Monthly Billed Yearly
basic plan
$ 69
month
Discover the emerging technologies most relevant to your strategy by working.
- Support Your Business
- Revoke Dokument Access
- Detailed Risk Profiling
- Enter Unlimited Bils
- Bank Transactions
- Financial Strategy
ultra plan
$ 79
month
Discover the emerging technologies most relevant to your strategy by working.
- Support Your Business
- Revoke Dokument Access
- Detailed Risk Profiling
- Enter Unlimited Bils
- Bank Transactions
- Financial Strategy
pro plan
$ 89
month
Discover the emerging technologies most relevant to your strategy by working.
- Support Your Business
- Revoke Dokument Access
- Detailed Risk Profiling
- Enter Unlimited Bils
- Bank Transactions
- Financial Strategy
basic plan
$ 699
year
Discover the emerging technologies most relevant to your strategy by working.
- Support Your Business
- Revoke Dokument Access
- Detailed Risk Profiling
- Enter Unlimited Bils
- Bank Transactions
- Financial Strategy
ultra plan
$ 799
year
Discover the emerging technologies most relevant to your strategy by working.
- Support Your Business
- Revoke Dokument Access
- Detailed Risk Profiling
- Enter Unlimited Bils
- Bank Transactions
- Financial Strategy
pro plan
$ 899
year
Discover the emerging technologies most relevant to your strategy by working.
- Support Your Business
- Revoke Dokument Access
- Detailed Risk Profiling
- Enter Unlimited Bils
- Bank Transactions
- Financial Strategy
testimonials
What People Say About Us
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company"I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment."
Mary Grey
client of company"I am so happy, my dear friend, so absorbed in the exquisite sense of mere tranquil existence, that I neglect my talents. I should be incapable of drawing a single stroke at the present moment."