Take comfort in your financial future with Solace Financial, your trusted financial planners & advisers in Brisbane.
As you approach retirement, the decisions you make today will shape your financial future. At Solace Financial, we understand the unique challenges and opportunities that come with this stage of life, and our team of experienced financial advisers are dedicated to helping you take control of your money, ensuring a secure and comfortable retirement.
With our comprehensive financial planning services, we offer tailored solutions to meet your specific needs. Whether you’re a high-net-worth individual seeking to preserve and grow your wealth or someone in need of custom investment portfolios, our expert advisers will work closely with you to develop a personalised strategy, taking the time to understand your goals, risk tolerance, and overall financial situation.
Our expertise in areas such as retirement planning, superannuation advice, tax optimisation, and estate planning, paired with our commitment to transparency, means that, with Solace Financial, you can trust that your best interests are always our top priority.
When you work with Solace Financial for your financial advice needs, you won’t only be getting access to years of experience, but you’ll also be working with award winning financial advisers who are the proud recipients of the Business Outcome Leader and Transformation of the Year (Individual) IFA Awards in 2023.
We ensure that the financial advice we provide is tailored to your individual goals and what it is you want to achieve – which is why we take time to sit down with you, learn about what you need and provide advice and options on how you can get there.
The first step is to reach out to us to express your interest in our services. You can do this through a phone call, website enquiry, or email, and this initial contact allows us to gain an understanding of your needs and start the process of helping you.
Following your enquiry, we’ll arrange a meeting during which we’ll explore your financial goals, and your current situation, and address any concerns or questions you may have.
We’ll then conduct a thorough assessment of your financial position, including income, expenses, assets, and liabilities, to evaluate your risk tolerance, investment preferences, and long-term objectives.
Based on the information we’ve gathered, we’ll create a personalised financial plan designed to help you reach your goals. This may include certain investment strategies, retirement planning, insurance coverage, tax advice, and estate planning, along with other services that are tailored to your specific circumstances.
We know that financial planning isn’t a one-time event; it’s an ongoing process that requires periodic review and adjustments. As such, we regularly monitor your progress, reassess your goals, and adapt your plan as needed to ensure it remains aligned with your circumstances and objectives.
At Solace Financial, we work hard to offer unique and exclusive investment options, such as our Solace Separately Managed accounts, that perform above and beyond the market equivalents. These investment options set us apart from other financial advice practices, offering us increased agility and ease of management, and offering our clients expertly managed investment options with outstanding returns.
As advisers we know a lot about many different aspects of financial advice, but we can never be experts on everything. Some of our advisers have a specialisation, an area of financial advice on which they are an expert. Other advisers can temporarily refer their clients to the expert should their clients require specialist advice in that area. This cooperative approach is unique in financial advice practices.
We carry on the legacy of the former Whittaker Macnaught group, Queensland’s most trusted name in financial advice. In 2013, our founding advisers took all the wisdom and benefits of this legacy and evolved into the new breed of financial advisers, Solace Financial.
From the Global Financial Crisis (GFC) to the COVID Pandemic it’s fair to say we have just about seen it all.
Between our 5 advisers we have more than 80 years experience.
Principal / Financial Adviser
Masters of Financial Planning
Bachelor of Commerce
CFP®
P (07) 3106 3114 | F (07) 3106 3100
scottq@solacefinancial.com.au
www.solacefinancial.com.au
Principal / Financial Adviser
Bachelor of Commerce
CFP®
P (07) 3106 3113 | F (07) 3106 3100
M 0418 155175
stephenh@solacefinancial.com.au
www.solacefinancial.com.au
Principal / Financial Adviser
Masters of Financial Planning
AFP®
P (07) 3106 3112 | F (07) 3106 3100
giles@solacefinancial.com.au
www.solacefinancial.com.au
Discover more about Giles
Financial Planner
Certified Financial Planner – CFP®
Master of Financial Planning – MFP
Chartered Tax Adviser – CTA
P (07) 3106 3106 | F (07) 3106 3100
joelc@solacefinancial.com.au
www.solacefinancial.com.au
Discover more about Joel
Yes, hiring a financial adviser is definitely a good way of getting valuable guidance so you can make informed decisions and potentially increase your returns while managing risk.
A financial adviser can help you by assessing your current financial situation, understanding your objectives, and developing a personalised strategy that helps you achieve your goals. We’ll also manage your portfolio and provide ongoing advice, keeping things completely stress-free while making your money work for you.
As our advice and plans are tailored to your specific circumstances, we don’t have a one-size-fits-all package or associated fee. However, if you get in touch with us today, we’ll provide you with a quick quote based on what you tell us.
Our personalised approach is what makes Solace Financial’s investment strategies stand out from the crowd. Not only do we carry out in-depth research on the best options for you, but we tailor everything to meet your needs and are committed to ensuring you get the long-term growth you want while minimising risk.
