How we deliver consultation clarity
Our approach breaks complex financial planning into actionable steps: fact finding, clear analysis, transparent terms, and long-term support for every consultation.
Meet our team
Samuel Brennan
Lead Advisor
Samuel brings over 15 years' experience in consultation, specialising in practical analysis and compliance for businesses.
Erin Doyle
Senior Consultant
Erin's work focuses on detailed reviews and guiding clients through term explanations and structured planning discussions.
Amit Patel
Regulatory Advisor
Amit supports compliance reviews and delivers guidance that keeps every process in line with Australian standards.
Our four-stage consultation process
From first enquiry to ongoing support, every step is explained
Fact finding and goal alignment
We start by understanding your financial position, objectives, and the scenarios you want to discuss.
A tailored assessment forms the foundation of our consultation.
Market analysis and scenario review
We examine relevant data and present an impartial analysis that informs your planning choices.
No product promotion—just analytical review.
Discussion of fee and term transparency
All annual percentage rates, fees, and repayment structures are outlined with clarity.
We answer all your questions in simple language.
Ongoing support and follow-up
We remain available as your situation changes, providing timely updates and extra consultations as needed.
Future needs are supported with continuous access to our team.
How solarisvento compares to others
Review how our end-to-end transparency and compliance set us apart in the financial planning space
| Key features | solarisvento | Typical adviser | Online review platforms |
|---|---|---|---|
| Upfront disclosure of all terms and APR rates | Yes, always | Sometimes | Rarely |
| Analysis with no product promotion | Always impartial | Product-linked | Not disclosed |
| Continuous personal support | Included | Extra fee | Automated |
| Transparent fee and repayment structure | Full clarity | Partial | Unclear |
| Compliance with Australian regulations | Yes, standard | Variable | Minimal |
| Follow-up and updates availability | Yes, as needed | Occasional | Not available |