How we personalise financial guidance
At solasivorae, we take time to understand your unique situation and tailor every recommendation through transparent discussion and analytical evaluation.
Meet our skilled advisors
Damian Hunt
Senior Advisor
Damian brings over twenty years’ experience to the team, focusing on objective analysis in every consultation. He believes in collaborative, client-focused review at every stage.
Samantha Clarke
Financial Consultant
Samantha is committed to attentive listening and practical insights, ensuring that every client receives recommendations grounded in clarity and compliance.
Li-Mei Chen
Client Relationship Lead
Li-Mei combines strong communication skills with attention to detail. She supports clients at each stage, fostering trust and open dialogue.
Our approach: step by step
We guide clients through clear, structured consultations that prioritise transparency, personal comfort, and in-depth evaluation every time.
Listening to your priorities
We begin by understanding your financial interests and the challenges you’re facing.
Our first step is to arrange a one-on-one meeting—either in person or remotely—where we explore your resources, expectations, and comfort level regarding financial topics. This conversation sets the stage for a collaboration built on trust.
Evaluating your situation
Our team analyses your background and financial landscape for relevant context.
By reviewing your needs against the latest market trends and compliance requirements, we ensure all recommendations are relevant, clear, and focused on your distinct path.
Presenting recommendations
We provide practical recommendations based on insight and analysis.
Our advisors translate complex details into actionable guidance. We take time to break down every suggestion, discuss possible outcomes, and address any concerns for your peace of mind.
Supporting ongoing decisions
Our collaboration continues as your questions and circumstances develop.
We stay available to review your approach, provide new insights, and refine our recommendations—ensuring you always have support as your financial journey evolves.
Our approach: step by step
We guide clients through clear, structured consultations that prioritise transparency, personal comfort, and in-depth evaluation every time.
How we differ
| Features | solasivorae | Other firms |
|---|---|---|
| Analytical review process | ||
| Transparent communication | ||
| Client confidentiality priority | ||
| Australian compliance focus | ||
| Ongoing personal support |