We offer full-service direct shares services covering Australian and international equities markets and Exchange Traded Funds (ETFs). This means our clients can greatly benefit from a wide range of opportunities across the globe. Our clients also gain access to a range of investment options to diversify their portfolio's risks and returns.
Equities & ETF's
Global Opportunities
Direct & Alternative Investments
Lindale Solomons guides our clients through the complexities of Self-Managed Super Funds (SMSF), exploring investment opportunities that have been tailored to your unique circumstances, risk profile and financial goals.
Tailored Investment Advice
SMSF Set Up & Use
Self-Managed Super Funds
We offer dedicated family office service exclusively to provide and meet the unique needs of ultra-high net worth families across Australia and the Asia-Pacific.
Our experienced advisers provide access to investments, banking and innovative asset management solutions to help our clients grow and preserve wealth across generations. At Lindale Solomons , we pride ourselves on our level of flexibility and scalability to the needs of each family we work with.
Preserve Intergenerational Wealth
Dedicated Management
Family Office Service
Retirement planning focuses on wealth accumulation to provide a stable income stream and financial security in retirement. The three main sources of income in retirement include:
－Pension planning in superannuation
－Returns from non-superannuation assets
－Centerlink payments (if eligible)
We can help you better structure your retirement to meet your financial needs while being tax efficient and investment effective. With your retirement, leave nothing on the table and nothing unaccounted for.
Future Focused
Tax & Investment Coordination
Retirement Planning
Migrating to a new country can be stressful. We will provide you with direct access to our extensive network of trusted professionals to help you manage this big change before and after your arrival.
We will assist in areas including foreign currency exchange (FX) transactions, banking, accounting, legal and all other areas of your needs. Our advisers have a wealth of experience in providing specialised investment migration advice which include the Significant Investor Visa (SIV).
Network of Professional Support
SIV & FX Transaction Advice
Migration Services
Lindale Solomons can facilitate and advise our clients the best ways to manage your cash reserve, including multi-currency cash assets. We also provide access to a wide range of carious fixed income assets which comes with the benefits of liquidity and lower risk.
Broad Product Suite
Multi-currency cash assets available
Cash Solutions & Fixed Income
Our experienced team of advisers are able to help protect your wealth by assessing your risk management and insurance needs. Insurance is an essential part of protecting your assets and reducing risk. Wealth that you have worked hard to build can disappear quickly without the appropriate levels of insurance. These include life insurance, Total and Permanent Disability Insurance, Income Protection insurance and trauma insurance.Investment options to diversify their portfolio's risks and returns.
Risk Assessment
Tailored Insurance Advice
Risk Management
Navigating an estate plan can be a complicated and uncomfortable process. With the aim to preserve your family's wealth in the event of unforeseen circumstances, our team is nimble and experienced in the preparation of tasks by distributing the bequest of assets to nominated beneficiaries in the most effective way.
Your Estate Plan Guide
Advice For Your Circumstances
Estate Planning
We empower you with access to more investment options.
Let Lindale Solomons Guide Your Investment Journey
We are a Joint Venture of Solomons Group in Australia
Solomons Wealth Management, is an award-winning financial advisory firm anchored in integrity, innovation, and insight. As a holder of the Australian Financial Services License - PGW Financial Services Pty Ltd, our strength lies in our talented team of over 50 dedicated and experienced advisers, dispersed throughout Australia. This ensures our reach and expertise are extensive, allowing us to offer comprehensive financial planning and wealth management solutions that are tailored to meet each client's unique needs. Our guiding principle is to place our clients' interests at the heart of every decision, employing an evidence-based approach to create value and manage risk.
Lindale Solomons is part of Solomons Group specializing in securities trading, investment advisory, and wealth management services for high-net-worth and ultra-high-net-worth Chinese clients. The company focuses on global asset allocation and wealth succession, offering a wide range of services including quasi-fixed income products, equity investments, family office solutions, and cross-border investment advisory. Lindale Solomons aims to become a leading global financial service company.
넳넲
Members of this Joint Venture
About Us
WHO WE ARE
Very Different
Unlike most financial companies, Lindale Solomons targets Chinese high-net-worth-clients (HNWI) across Australia. In Lindale Solomons, clients always go first. With a similiar cultural background to you, we are trustworthy enough to build long-term relationships and extend your financial comfort zone with you.
Our Mission
Lindale Solomons guides you to navigate the financial and emotional complexities of wealth and investing. Every clients is unique. As a non-bank aligned company, we work for you, not the product issuers. We aim to provide you comprehensive financial advice which tailer your needs.
Our Values
Being Fair, Wisdom, and Client-Centric. We are in this business to serve others and make a positive impact on your life. We strive to provide a unique experience that sets us apart from other service providers. We offer support beyond wealth management. Wealth is just the beginning.
