Independent advice. Clear direction.

About Solara Wealth

We’re a boutique, independent firm helping Australians build confidence in their money through clear advice, disciplined planning, and ongoing support.

Independence

Advice built around your needs — not product targets.

Australia-wide

We work with clients across Australia using modern tools and clear communication.

Ongoing Reviews

Your plan stays aligned as life changes — with structured reviews and proactive check-ins.

Who We Are

At Solara Wealth, we believe financial planning is a personalised journey tailored to your unique circumstances.

Our role is to turn complexity into clear next steps — so you can make decisions with confidence and focus on living well.

Solara Wealth team

How We Work

Discover

We learn what matters most: goals, priorities, and current position.

Plan

We build a clear strategy designed around your situation.

Implement

We put the plan into action with guidance at every step.

Review

We keep it on track with ongoing reviews and adjustments.

Our Values

Integrity

We do what’s right — and keep things clear and honest.

Clarity

Simple explanations, practical decisions, no unnecessary noise.

Discipline

Consistency beats hype. We focus on long-term outcomes.

Care

You’re not a number. We build real relationships.

Our Team

A small, experienced group focused on delivering exceptional advice and support.

Therese Jarrett

Therese Jarrett

Senior Financial Planner

Kylie Magnin Sumiran

Kylie Magnin Sumiran

Client Services Manager

Ian Fernandez

Ian Fernandez

Paraplanner

Nathan Schulz

Nathan Schulz

Professional Year Advisor

Ready to take the next step?

Let’s talk through your goals and map out a clear plan forward.