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Strategic Planning

Discover Reliable Financial Planning Solutions

Practical guidance for individuals and businesses alike

Facing complex financial decisions can be overwhelming. Our strategic services help you navigate challenges with clarity and confidence, ensuring personalised support tailored to your circumstances.

Consultation-Based Approach

Focused on your needs

Get practical, unbiased guidance and actionable recommendations for your situation.

Privacy Focused

Your data stays secure

Flexible Process

We adapt to your goals

Expert Analysis

Clear, actionable insights

Experienced Team

Bringing practical know-how for effective planning

Transparent Service

Open communication at every step

Ongoing Support

We are here when you need guidance

Practical Benefits for Your Financial Planning

Strategic Consultations Offered

Each session provides clear, relevant guidance tailored to your needs, allowing for informed decisions and effective planning in both personal and business contexts.

Confidentiality You Can Trust

We employ robust security practices to safeguard your information, so you can focus on your goals with confidence.

Adaptable Solutions Provided

Our approach adjusts to your changing needs, ensuring the solutions remain practical and relevant over time.

Detailed Analytical Reviews

Receive comprehensive reviews to support your decision-making process, helping you respond to market dynamics.

Client-Centric Service Commitment

We prioritise your objectives and provide guidance that keeps your best interests at the forefront.

Continuous Guidance Available

Ongoing support allows you to adapt your plan as your situation evolves, with help always within reach.

About solmarae

Committed to secure, practical solutions

Personal Support
We tailor each session
Data Security
Your privacy is protected
Ongoing Service
Support when you need

We offer strategic, consultation-based services that prioritise your privacy and adaptability. Our experienced team ensures you receive straightforward advice and support, every step of the way.

Advisor and client meeting

How We Help

When financial planning becomes complex, it’s easy to feel uncertain about your next steps. Our team brings clarity by breaking down each challenge and providing actionable solutions that are relevant to your unique situation.

We focus on understanding your objectives and offer guidance that adapts as your circumstances change. This ensures your plan remains practical, achievable, and resilient over time.

Team collaborating in office

What Clients Say

Leah Turner

Business Owner

I needed help clarifying my company’s future financial path. The consultation process was thorough, and the team addressed my concerns clearly. I now feel better equipped to make informed decisions for my business.

1/3

Oliver Grant

Operations Director

Our organisation faced several planning obstacles. The advisors provided transparent, unbiased guidance and practical solutions. Their approach was professional, and I appreciated the focus on long-term strategy.

2/3

Samantha Ng

Private Client

I was unsure about how to tackle several complex challenges. The team explained each option without jargon and followed up regularly. The process was supportive and honest, though it took some time to see results.

3/3

Frequently Asked Questions

Quick answers to common questions here.

Each session involves a tailored discussion of your specific needs, resulting in clear, actionable recommendations and transparent next steps.

We use advanced security measures to protect your data and ensure confidentiality throughout every stage of our process.

Yes, our solutions address the needs of both individuals and organisations, adapting to a range of financial planning challenges.

Absolutely. Our ongoing support ensures that your financial planning can evolve as your goals and circumstances shift.

Ready to Discuss Your Planning Needs?

Book a consultation to explore practical solutions tailored to your situation.

1

Initial Contact

Reach out to us and share your main concerns or objectives.

A few minutes
2

Consultation Session

Participate in a focused discussion with our team to explore your options.

One hour
3

Receive Recommendations

Get actionable insights and next steps based on your situation.

Within two days

Start Your Planning Conversation

Discuss your needs with an experienced advisor and gain clear direction.

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Experienced advisors