About Solutions Consultants
How we help
- Provide a tailored personal financial solution that suits your needs
- Educate and empower you with the knowledge you need
- Assist you with making decisions that work towards your happiness, not just financial goals
- Take the stress out of managing and growing your assets
- We are in for the long haul. We help you navigate your life stages and changes as they happen
- Assist you in understanding your finances, your goals, and all the ‘white noise’ that comes along with financial products and decisions
- We are just a call away. We are real people and we want to help you navigate any changes
What We Do
Our approach with each person or couple we initially speak to is the same: We listen to their story.
Once we understand their life, background and current financial position, we then focus on their goals and objectives - the reason they are talking to us and WHY they feel they need change.
Personal
We help our clients recognise what lifestyle and financial goals they would like to achieve in the short and medium term.
Then we build a flexible plan so that they can take control of their lives, with advice on financial planning, insurance, and managing their superannuation funds.
Retirement
Thinking about or transitioning into retirement can be extremely intimidating, and for most of us there are more questions than answers.
We help our clients work through these questions and achieve the lifestyle they wish for while managing their financial affairs.
Testimonials
Peter Jackson
We feel more secure as we can see that our superannuation is growing. We manage well with our budget, however if I want to take that overseas trip or last minute cruise, we know the money is still easy to access, which is nice to know.
Rob and Kim Virgona
Solutions takes the worry out of doing it yourself. Working with them takes the confusion away from it.
Andrew McDougall
I had just turned 50, and with my debt under control, l wanted to focus on building wealth for retirement. Solutions stood out because they were very helpful, in advising me on the best path to take in these uncertain times.
Meet The Team
Meet the experienced financial experts who will help build and protect your wealth.
MARC RUMMEL
Managing Director & Shareholder
Marc has been a Managing Director of Solutions Financial Consultants for the past six years. He has worked in the Financial Sector for the past 12 years and is committed to providing proven wealth management, retirement and protection strategies, complementing the client’s needs and goals.
JAMES TAYLOR
Investment Consultant
James has been working in the financial sector for over 17 years and is an integral part of decision making in the direction of the business. James has extensive experience as a Financial Analyst and is responsible for the research and composition of investment strategies.
MEGAN STEVENS
Financial Controller
Megan’s responsibilities as Financial Controller includes the preparation of tax, creating and maintaining the Company’s accounting system, processing & recording transactions and payroll.
ANNE NOLAN
Client Services Manager
Anne joined the team in January 2015 bringing 18 years experience of customer service and administrative experience. She maintains exceptional service with our clientele and enjoys the close relationships between the team at Solutions
JOSEPHINE RUMMEL
Administration Officer
Josephine is an intergral part of the Solutions Financial Consultants team. She supports the team by delivering excellent administrative service to our clients and her attention to detail is second to none.