Overview

BMYG Financial Group provides wealth management services through subsidiary company BMY Group Pty Ltd.  Through a holistic, tailored approach, BMY Group protects and manages wealth for High-Net-Worth Individuals. BMYG offers investors direct access to a full suite of investment opportunities in Australia, keeping the client’s financial goal and risk preference front and centre. To date, BMYG has provided family wealth solutions to over 500 High-Net-Wealth families, with a combined wealth of over A$500 million.

YOUR FAMILY WEALTH SOLUTION

Service scope

Managed Funds

BMYG offers a comprehensive array of Australian managed funds and investment structure for investors, including Australian Private Equity Fund, Competitive Income Fund and Property Credit Fund. SIV Compliant Fund is also available for SIV visa holders.

Direct Investment

BMYG presents direct investment opportunities to Australian tech startups, IPO/Pre-IPO and global unicorn companies. We continuously explore high growth and unique opportunities with our combined industry expertise and multidisciplinary background.

Significant Investment Visa Investment

BMYG provides SIV compliant investment options for subclass 188B and 188C visa holders, while delivering the crucial   balance between risk and return. The Group has assisted more than 30 SIV visa holders and completed more than A$150 million in investments.

Wealth Management Services
Specifically Made for You

WHAT SETS US APART

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.

BMYG Financial Group

Meet the Team

Raven Yang
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.

Chelsea Chang
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 State Director of New South Wales of BMYG Financial Group, 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.

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Nikki Shen
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.

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Fiona Yu
Wealth Manager

Fiona has over 7 years 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 customised 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.

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Michelle Wang
wealth manager

With 5-years experience of serving High-Net-Worth clients, Michelle’s expertise is at providing personalised and differentiated wealth management services to clients, which involves a daily role of helping clients with their asset allocation. She specialises in Australian private equity, venture capital, property credit spaces, and is familiar with various types of competitive 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.

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Helen Chen
Wealth Management assistant

Helen Chen graduated with a Master of Accounting at Monash University. The three years of experience in serving high-net-worth clients have made her a competent wealth management assistant in providing pre-and post-investment services with close attention to detail, a strong work ethic, and solid customer service and management skills developed through her past professional and education background.

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