Our practical methodology
How we approach financial planning
At aurasolmario, our process is built around your needs. We begin by listening, then provide clear, step-by-step recommendations and ongoing support, always focused on your goals and circumstances.
Meet your advisor team
Our experienced professionals offer practical insights and local expertise.
Emily Foster
Senior Advisor
Areas
Emily brings over a decade of experience and a client-first approach to every case she handles.
Grant Lee
Advisor
Specialties
Grant’s knowledge of regulations and detail-oriented mindset make him a reliable resource.
Olivia Chen
Advisor
Strengths
Olivia’s strengths include clear communication and building lasting client relationships.
Daniel Kim
Advisor
Expertise
Daniel combines in-depth research with a practical approach for effective client solutions.
How our process works
aurasolmario’s approach is designed to be clear, supportive, and focused on your unique needs at every stage.
Initial consultation
We start by listening to your goals and gathering information about your current situation. This sets the foundation for all further steps.
Typically takes 30–60 minutes.
Analysis and recommendations
Our advisors review your information, analyse your needs, and develop practical recommendations tailored to your circumstances.
Delivered within 1–2 business days.
Implementation and review
We help you put your plan into action and schedule regular reviews to keep you on track as your needs evolve.
Ongoing, with check-ins as needed.
See the aurasolmario difference
How our approach compares in the Australian market
We believe in transparency and personalised support at every stage of your experience.
aurasolmario solutions
Personalised advice and continuous support from local professionals.
Typical provider
Standardised recommendations with limited ongoing support.
Personal support
Level of tailored attention and follow-up.
Local expertise
Knowledge of Australian regulations and financial landscape.
Transparency
Clarity in process, communication, and recommendations.
Ongoing guidance
Support and plan reviews after initial consultation.