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.

ifa Awards 2023

IFA23 Seals Winners Business Outcome Leader 1
IFA23 Seals Winners Transformation of the Year Individual

Our financial planning services

Pre-retirees

Investment Advice Brisbane

Retirement planning

High net worth investment

Superannuation advice

Wealth management

Award winning financial planners in Brisbane

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.

Tailored financial planning for your life goals

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.

Initial Enquiry

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.

First Meeting

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.

Financial Assessment

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.

Strategy Development

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.

Ongoing Review and Adjustment

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.

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.

Why choose Solace financial as your financial advisers?

What our clients think of our financial planning services

EXCELLENT
23 reviews on
Jo Crawford-Bryde
Jo Crawford-Bryde
2023-09-27
I recently met with my financial advisor Scott Quinlan to discuss proposed plans for retirement. As always, Scott was able to set out the information, processes and options in a clear and easily understood manner. Aside from the clear and sound financial advice, what most impressed with was the time that Scott took to actually talk to me about my readiness to retire. To check that I was mentally ready to enter this next phase and transition from work. I came away from the meeting feeling valued and reaffirmed that this was the right time as all of the issues I had been pondering were discussed openly. I cannot recommend Scott highly enough. He has been a valued advisor of myself and my husband for over 15 years and his management of our retirement funds has placed in a great financial position.
KEVIN BRAY
KEVIN BRAY
2023-08-30
My Wife and I started with Scott when he was with Whittaker Macnaught and have been with him to this day. We are now retired, and self funded thanks to Scott and Solace Financial. Kevin & Lorraine Bray. 👍👌
Gary Rigg
Gary Rigg
2023-08-24
Scott and his team take the time to understand what your goals and needs are and then provide an ongoing service to achieve those goals in a friendly, professional and committed manner.
Lois Jewell
Lois Jewell
2023-08-24
Scott and the team at Solace Financial are magnificent. We came to them in a quite a mess after the GFC, and they have confidently guided us to a stronger financial position with an investment strategy aligned with our risk profile and life goals.
Richard Dart
Richard Dart
2023-08-23
We have been with Scott Quinlan and his team at Solace Financial every since they emerged from Whittaker Macnaught over 10 years ago. Their advice and service has been outstanding and we would highly recommend them to any future investor.
Kevin Goos
Kevin Goos
2023-08-23
Scott has looked after our finances for many years and we have absolute trust in his expertise and judgment. Thanks to his sage advice, we are well set up for a comfortable retirement. He’s such a terrific person and has wonderful people skills. Very highly recommended for anyone looking for sensible advice and strategising to achieve your long term financial and lifestyle goals.
Bronwyn C
Bronwyn C
2023-08-22
Scott Quinlan at Solace Financial has been advising me since 2017. Scott actively manages your investment and he thinks about it through the lens of your individual needs. Scott's support staff, in particular his EA Mel, are quick and efficient in attending to the daily management of his client portfolios.
Sarah Day
Sarah Day
2023-07-31
Steve has been my financial advisor for years and he has always been there for me for advice and assistance. Steve’s advice is always amazing and he is so considerate and generous with his time. Thank you Steve!

Our team of Financial advisers in Brisbane

scott quinlan 2023 scaled

Scott Quinlan

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

Discover more about scott
stephen horton 2023 scaled

Stephen Horton

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

Discover more about Stephen
giles stratford 2023 scaled

Giles Stratford

Principal / Financial Adviser
Masters of Financial Planning
AFP®
P (07) 3106 3112  |  F (07) 3106 3100
giles@solacefinancial.com.au
www.solacefinancial.com.au

 

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Joel Carty

Joel Carty

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

FAQs

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.