We take a holistic, tailored approach in protecting and managing your wealth, ensuring that your financial future is safe and secure. Taking client’s financial goal and risk preference as first priority, BMYG offers investors access to a full range of investment opportunities in Australia, including fixed income, IPOs, securities, managed funds, VCPE deals. BMYG already provided family wealth solutions to over 100 High-Net-Wealth families, FUM over A$300 million.
BMYG is actively involved in VCPE opportunities. Utilising its strong expertise in industry and financial analysis, the group identifies unique Australian investment projects with high growth potential.
We care about your money which is why at BMYG, we provide all types of personal insurance. We identify which type of insurance is right for you and integrate it into your financial plan.
BMYG offers Business Innovation and Investment Visa holders (Sub-class 188B/188C) high quality services, and find compliant products to suit their risk-return profile.
Wealth Management Services
Specifically Made for You
Why You Can Trust Us
With Your Money
Experienced Investment Professionals
Our team is more than capable of handling and managing your wealth. Years of experience and expertise lets us make the best decisions when it comes to your finances.
Effective Risk Management
We understand the risk of unexpected events that can cost you. That’s why we implement effective risk management strategies designed to protect you and your money from potential, harmful threats.
Bespoke Strategies Tailored to You
No two client’s financial situations are the same. We analyse your current financial situation and consider your wants to create a wealth management strategy made just for you.
A Company that Cares
Making a connection with our clients is something we highly value. We make an effort to create a relationship with our clients and make it our personal mission to secure their financial wellbeing.
Meet the Team
Partner, Wealth Management
Raven graduates with a bachelor’s degree in Actuarial. He has over 8 years professional experience in the wealth management industry. As the Head of Wealth, Raven is aware of investors’ needs and preferences, especially for Chinese Investors in Australia. He specialised in VC, PE, hedge fund and credit fund. Raven helped more than 100 high net wealth investors with asset allocation, managing over 250 million AUD.
State director of new south wales
Chelsea (Huizi) Chang has over five years of professional experience in financial service industry and three years in wealth management. Chelsea has broad experience obtained from previously working in major Chinese banks, big four consulting etc, she chooses to use all her best quality such as attention to details, critical thinking, hardworking to helping high net wealth Investors. As the Wealth Manager of BMYG, Chelsea and her team is always aware of investors’ needs and preferences, especially for Chinese Investors in Australia. Her specialities are in VC, PE and credit funds. She has helped more than 50 HNW investors with asset allocation and assisting in managing an investment portfolio over 200 million AUD.
Associate director in wealth department
Master’s degree in Banking and Finance from Monash University. Bachelor’s degree in Accounting. Nikki has over seven years of experience in financial service industry, including 4 years specialised in wealth management. Before joining BMYG team, Nikki worked in an Australia based boutique accounting firm. Nikki has deep understanding of Australian public and private funds, especially VC, PE, property credit funds, and SIV complying investments. Specialised in establishing valuable and customised wealth management strategies and providing post investment management solutions for high net wealth individuals with solid financial knowledge and professional skills gained from past working experience.
Fiona has over 7years of experience in the wealth management industry across China, Australia, and France. She is familiar with the differences of financial products between China and Australia. With a deep understanding of the financial needs of new immigrants in Australia, Fiona can offer customized asset allocation plans based on customers’ risk appetite and financial needs. Fiona holds a Master’s degree in International Business. Before joining BMYG, Fiona once worked in Industrial Bank Co., Ltd., China, served as the Head of Wealth Management Team and Financial Planner. She focused on private banking business, providing high-net-worth customers with conscientious service, and has won the title of “Gold Financial Planner” from the head office of Bank.
With 5-years experience of serving High-Net-Worth clients, Michelle’s expertise is at providing personalized and differentiated wealth management services to clients, which involves a daily role of helping clients with their asset allocation. She specializes in Australian private equity, venture capital, property credit spaces, and is familiar with various types of fixed income products in Australia. Michelle is good at communicating with clients, understanding clients’ needs and establishing long-term relationships with clients. Michelle graduated from the University of Melbourne with a Bachelor of Commerce degree, majoring in accounting and finance. Before joining BMYG, Michelle worked at the world’s top luxury group LVMH and achieved Top 10 Sales in Asia-Pacific region.
Wealth Management assistant