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Raymond Shing

Apollo Private Wealth Founder

Ray is the founder of Apollo Private Wealth, a financial advice practice that prioritises the needs of clients above all else.  With over 18 years of experience providing comprehensive and holistic advice on complex matters, Ray is a Certified Financial Planner (CFP®) with a Masters in Financial Planning and Bachelor of Business.  While working in large institutions, Ray noticed that the usual financial planning process was often backward and didn’t provide clients with the certainty they were looking for.  This inspired him to start Apollo Private Wealth, where he could do things differently and give clients a clear picture of how to manage their wealth and reach their financial and lifestyle goals.

At Apollo Private Wealth, we understand that people and not just interested in dollars and cents, but ultimately want to know how to build their ideal life.  Whether you’re looking to retire comfortably, take care of your loved ones, or simply enjoy your life along the way, Ray can help you get there.  With a thorough understanding of investment markets, legal structures, taxation, superannuation and estate planning, Ray’s expertise can provide you with the peace of mind and certainty you need to achieve your goals.

So if you’re looking for a financial advisor who truly understands what matters most to you and your family, look no further than Apollo Private Wealth.  Contact us today to learn more about how Ray and our team can help build the life you’ve always wanted.

BRIEF HISTORY

Our Story

With offices in Brisbane and Canberra, Apollo Private Wealth is a financial advisory firm that provides financial planning and wealth management services to their clients. Our main focus is guiding people towards achieving their ideal financial and lifestyle goals.  At Apollo, we specialise in providing advice to professionals, executives, business owners and high net worth individuals.  Our team is led by highly skilled advisers who each have a minimum of 15 years experience working with clients through challenging periods, including the Global Financial Crisis.

When developing and implementing your financial plan, we don’t believe in taking a ‘cookie cutter’ approach.  Our proven processes are customised so you and your family can enjoy life.

We take pride in providing:

  • Trusted and reliable service from experienced professionals
  • Thoroughly researched and up to date advice with precise modelling
  • 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

Our highly specialised team will work with you to make sure your financial future is our top priority.  We focus on the people and things that are important to you.

MEET OUR

Private Wealth Advisers

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.

Private Wealth Adviser

Shane O'Grady

Shane is an award winning financial planner who has spent 18 years helping his clients achieve their financial goals.  He is passionate about providing high quality advice and personally tailored solutions to his clients.

Shane completed an Advanced Diploma in Financial Planning and went on to obtain the highest qualification in Financial Planning by becoming a Certified Financial Planner (CFP®) in 2009.  By getting to know his clients on a personal level, Shane has become skilled at developing solutions that provide his clients with the best opportunity to reach their specific financial goals.

Outside of work, Shane enjoys spending time with family, he loves travelling and is passionate about kayaking, bush walking and mountain bike riding.

MEET OUR

Team

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Operations Manager

Claire Watson

Claire is our operational superstar!  With over 15 years’ experience in the industry and a Diploma of Financial Planning, Claire was a natural fit to take up the role of Operational Manager at Apollo.

Having worked in both major financial institutions and boutique practices, Claire enjoys working in an environment that gives her the ability to get to know each client, while making sure the whole process runs smoothly.  In her spare time, Claire enjoys spending time with her family and is a proud mother to two busy boys.

Client Service Officer

Chris Stone

Chris joined Apollo as a Client Service Officer, after working for one of Australia’s largest Superannuation funds. While completing a Bachelor’s degree in Business Administration he found a passion for finance. Chris is committed to building a career in the industry and is currently working towards completing a Master’s degree in Financial Planning.

He is a massive sports fan, who loves his cricket.

Client Service Officer

Kayleb Waterson

Kayleb joined our Canberra office as a Client Service Officer in 2020.  He is incredibly passionate about financial planning, having observed the impact that high quality advice and service has had on the firm’s clients.  He has recently completed a Cert IV in Business Administration and will soon commence his Financial Planning degree with a goal of becoming a Financial Planner.

Kayleb enjoys rugby league and keeping fit.

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.

High Net Worth

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

Business Owners

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

Professionals

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

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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Our Process

At our financial planning firm, we believe that every client deserves a personalised financial plan that takes into account their unique circumstances, preferences, and goals.  That’s why we follow a comprehensive six-step process to help our clients achieve financial success and security.

Discovery

We’ll start by getting to know you and your financial aspirations.  In our initial meeting, we’ll take the time to understand your current financial situation, your long-term goals, and any concerns you may have about your financial future.

Gather Information

We’ll collect all relevant financial data and documents from you to create a detailed picture of your financial situation.  Our team of expert financial planners will then analyse the data and develop a personalised financial plan that’s tailored to your unique needs and goals.

Financial Modeling

Our team will then create a comprehensive financial plan that includes recommendations for achieving your goals.  We’ll provide advice on investment strategies, insurance options, tax planning strategies, and estate planning recommendations that will help you achieve your financial objectives.

Advice Presentation

We’ll present our recommendations to you and explain the rationale behind each recommendation.  We’ll make sure that you understand every aspect of the plan and answer any questions you may have.

Implementation

Once you agree to move forward with the financial plan, we’ll work with you to implement the recommended strategies.  We’ll help you open new investment accounts, purchase insurance policies, update estate planning documents, and make other changes to your financial situation as necessary.

Progress reports and updates

We’ll regularly monitor your progress and review your financial plan to ensure that it remains aligned with your goals and objectives.  We’ll make adjustments to the plan as needed based on changes in your circumstances or market conditions.

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.