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About Us

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Raymond Shing

Apollo Private Wealth Founder

Personable and professional, Ray is a Certified Financial Planner (CFP®) with a Masters in Financial Planning and a Bachelor of Business. He has over 15 years’ experience providing comprehensive and holistic advice on complex financial matters to his clients.

When you work with Ray, you can expect outcomes-focused, advice-based solutions. He has a thorough understanding of investment markets, legal structures, taxation, superannuation and estate planning. His strength lies in his ability to understand the big picture and deliver certainty for his clients.

Ray’s ability to explain complex financial situations will give you that peace of mind and certainty you have been looking for. With his help, you can ensure your goals are on track and your wealth is being managed for optimum outcomes.

BRIEF HISTORY

Our Story

Apollo Private Wealth is a Brisbane-based financial advisory firm. Our business was founded to provide financial planning and wealth management services for professionals, executives, business owners and high net worth individuals.

When we develop and implement your financial plan, we don’t believe in taking a ‘cookie cutter’ approach. Our proven processes are customised so you and your family can meet your lifestyle and financial objectives.

We take pride in providing:

  • A trusted and reliable service from experienced professionals
  • Thoroughly researched and up to date advice
  • Risk minimisation and safeguarding strategies to protect your assets
  • Wealth creation strategies for today and the future
  • Clarity and transparency so you always know how your finances are performing

Providing positive outcomes for you and your family is our top priority. Talk to Apollo Private Wealth to find out how we can help you secure your financial future today.

MEET OUR

Team

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Private Wealth Adviser

Sonja Tetzke

Sonja is a Certified Financial Planner (CFP®) and holds an Advanced Diploma of Financial Planning. CFP® is the highest certification available to Financial Planners worldwide and allows Sonja to be able to deliver quality advice to her clients.

With over 30 years in the financial services industry, Sonja’s strength is partnering with her clients to help them achieve all that is important to them. As a Private Wealth Adviser, Sonja works with a small number of clients to deliver a premium service, ensuring her clients receive expert guidance and have the confidence to make important decisions about their financial future.

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Manager – Client Services

Claire Watson

Claire is the Service Manager at Apollo Private Wealth. Claire has completed her Diploma of Financial Planning and has been in the financial services industry for 10 years, working for both boutique practices as well as major financial institutions.

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Technical Specialist

Alison Hutchins

Alison has over thirty years of experience working in financial services and has held many roles. Alison is a Certified Financial Planner (CFP®) and holds a Diploma of Financial Planning. CFP® is the highest certification available to Financial Planners worldwide. This strong background allows her to support the Apollo Private Wealth Advisers, so they can spend as much time as possible on their clients.

MEET OUR

Clients

At Apollo Private Wealth, we understand that while you may have the knowledge to manage your own investments, your time is better spent working on your business or simply doing things you enjoy.

Our team will protect and grow your wealth by helping you find opportunities, stick to your plan, avoid mistakes and manage risk in a tax efficient way.

Retirees
High Net Worth
Families
Business Owners
Professionals
Retirees

Retirees

Set a date for your retirement and let’s make sure you will have the money you need to enjoy this next phase in your life.

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High Net Worth

High Net Worth

Gain clarity over where your money is going and create investment strategies which will help you achieve financial freedom sooner.

Families

Families

Fund your childrens’ education and put foundations in place for better long-term financial security.

Business Owners

Business Owners

Get control of your business finances and work with us on tax minimisation and strategies for growth .

Professionals

Professionals

Put a plan in place that will provide more certainty around your finances and help you prepare for the years ahead.

Our Process

Create a more secure future with a six-step process

Discovery

Discovery

During our discovery meeting, we’ll talk about your values, your goals and what you want out of life.

You’ll have the opportunity to get to know us and ask questions about our services and our strategies.

Gather Information

Gather Information

Work with us to build a detailed understanding of your income streams, your assets, your superannuation and your current investments and form an accurate snapshot of your circumstances.

We can also talk about your level of comfort with financial risk so we can get to work on the best strategy for you.

Financial Modeling

Financial Modeling

Once we have a clear picture of your finances and know what’s important to you, we will provide a data analysis and explore the solutions that are most appropriate.

View side-by-side strategies so you can understand the optimal investment and financial management solutions.

Advice Presentation

Advice Presentation

Your complete financial plan will break down your goals and share the steps we will take to help you achieve them.

We’ll explain everything in detail so you feel confident about setting your plan in motion.

Implementation

Implementation

Work closely with Apollo Private Wealth as we implement your financial management strategy.

We’ll keep you informed and loop in other necessary professionals including your accountant and your mortgage broker to ensure your strategy is tax effective and legally compliant.

Progress reports and updates

Progress reports and updates

It’s your money. We’ll make sure you can see exactly how your investments are progressing at all times.

As part of our service, your advisor will touch base regularly to check if your strategies still align with your goals and to provide ongoing guidance and support.

Our Pricing

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Introductory Consultation

This is at no cost as we get to know you and what’s important to you. It includes creating your financial road map, as we start to identify your objectives. Many of our clients say this is where they have a lightbulb moment as their goals become clearer.

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Statement of advice

The next step is a letter of engagement with a statement of advice, which recommends relevant strategies that could benefit you and outlines the fees associated with our initial and ongoing relationship. If you decide to implement these strategies, you will be charged an initial advice fee.

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On-going advice

Our fee for ongoing advice covers the regular monitoring and management of your strategies in line with your changing needs, which is key to your long-term success.

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