Investment Advice & Investment Management Brisbane

Investment decisions shape your financial future. Without the right structure and guidance, it can be difficult to know whether your portfolio suits your goals, whether you are taking the right amount of risk or whether your investments are positioned to support the next stage of your life. Our Brisbane advisers help you manage your wealth with clarity, discipline and a long-term perspective shaped by decades of experience.

Solace Financial is based in Brisbane CBD. We work with high-income earners, established investors and pre-retirees who want a portfolio that grows steadily, manages risk sensibly and supports their broader financial goals. Whether you are building wealth, preparing for retirement or managing a significant investment balance, we provide advice and portfolio management aligned with your needs.

Who our investment advisers help?

Investment advice is not one-size-fits-all. We support clients who want guidance that is structured, personalised and grounded in experience.

High-income professionals

For clients in their peak earning years who want to grow wealth efficiently and make informed investment decisions.

High-net-wealth investors

For individuals and families who need disciplined portfolio oversight, risk management and strategic investment structuring.

Pre-retirees

For those preparing to shift from wealth accumulation to capital preservation and stable income.

SMSF trustees

For clients who want professional investment guidance within their Self-Managed Super Fund.

Business owners and trustees

For those looking to invest surplus capital or manage funds responsibly for beneficiaries.

What investment advice involves

Investment advice gives structure to your financial decisions. It focuses on how your money is invested, how risk is managed and how each investment supports your long-term goals. While financial planning looks at the broader picture, investment advice and portfolio management concentrate on:

selecting investments that match your goals and timeframe
balancing growth and stability
diversifying across assets and markets
managing tax effectively
reviewing and adjusting your portfolio as markets and your life evolve

Our role is to provide guidance that helps you invest with confidence rather than reacting emotionally to market conditions.

Our investment philosophy

Our approach is shaped by real experience. The advisers at Solace Financial have worked across many economic environments, including before, during and after the Global Financial Crisis. Several members of our team trained at Whittaker Macnaught, a respected name in Queensland financial advice. That background has shaped a philosophy built on discipline, clarity and long-term thinking.

Steady decision-making

Markets rise and fall. We help clients stay focused on strategy rather than emotion.

Thoughtful diversification

We design portfolios that balance shares, property, fixed income, cash and other investments to manage risk.

Long-term perspective

Short-term noise can distract from long-lasting opportunities. We build portfolios to endure, not react.

Consistent review and oversight

Your goals evolve over time. Your investments should reflect that. We review and adjust portfolios as needed.

Client-first alignment

Our advice is objective and transparent. Your interests guide every decision.

This philosophy supports our belief that successful investing comes from clarity, structure and experience rather than speculation.

What we help you decide?

Before discussing specific investments, we focus on the decisions that matter most.

Are you taking the right level of risk?

We assess whether your current portfolio reflects your goals and comfort level.

Should you adjust your investment mix as you approach retirement?

Risk often needs to change as your timeframe shifts.

How should you invest a lump sum?

Bonuses, inheritance and business sale proceeds all require careful structuring.

Is your portfolio tax-efficient?

We consider the impact of investment structures, gains and income on your overall tax position.

Should you invest personally, through super or through a trust?

Each structure has different benefits and trade-offs.

Is your portfolio aligned with your long-term goals?

We help you stay on track through all stages of life.

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Investment services we provide

Our investment advice and portfolio management services include:

Portfolio management

Ongoing oversight, performance monitoring and adjustments to keep your investments aligned with your goals.

Investment advice

Clear guidance on how to structure your money, select investments and manage your long-term strategy.

Asset allocation strategy

Determining the balance between growth and defensive assets that suits your risk profile.

Tax-efficient investment structuring

Helping you understand which structures support better long-term outcomes.

Managed funds and ETF portfolios

Access to diversified investments matched to your needs.

SMSF investment advice

Professional guidance for trustees who want their SMSF invested strategically and responsibly.

Sustainable and ethical investing

Options for clients whose investment goals include environmental or social considerations.

Ongoing rebalancing and reviews

Keeping your portfolio aligned with targets and market conditions.

Solace SMA portfolios

For clients who want a structured, transparent and professionally managed investment solution, we offer Solace Separately Managed Accounts. These portfolios provide direct ownership of assets while allowing us to adjust holdings efficiently as markets shift.

Our SMA range includes defensive, conservative, income-focused, balanced, growth and high-growth options. Each portfolio is designed to support a different stage of your investment journey.

We introduce these portfolios only when they suit your needs and strategy.

Solace Defensive Portfolio

The Solace Defensive Portfolio is designed to preserve capital and prioritise stability over high returns. We’ll usually focus on assets that are less volatile and more resilient to market downturns.

Solace Conservative Portfolio

Our Conservative Portfolio offers a balanced approach – 80% defensive/ 20% growth – to prioritise capital preservation while also seeking opportunities to grow in the future. It’s ideal for investors who prefer moderate risk, focusing on safeguarding their wealth while still pursuing some capital gains.

Solace Diversified Income Portfolio

The Solace Diversified Income Portfolio divides investments evenly between defensive and growth assets, giving you the chance to benefit from growth potential while safeguarding your portfolio against major market declines. This creates a well-balanced strategy for steady long-term wealth growth.

Solace Moderate Portfolio

With the Solace Moderate Portfolio, we recommend our clients invest 40% in defensive assets and 60% in growth assets, offering greater potential returns alongside increased risk. This makes it a suitable choice for investors seeking growth opportunities while still maintaining a level of protection against market downturns.

Solace Growth Portfolio

The Solace Moderate Portfolio allocates 20% to defensive investments and 80% to growth opportunities, making it an ideal option for you if you’re looking for a balanced blend of stability and growth potential.

Solace High Growth Portfolio

The Solace Growth Portfolio is designed for investors who are hoping to achieve maximum capital appreciation over the long term and are willing to accept higher levels of risk in exchange for potentially higher returns. We invest 100% in growth investments instead of looking for defensive alternatives.

What Investment Types Do Our Portfolios Target?

We’ll look at several different asset allocations to find something that works best for your personal financial circumstances. We’ll consider your risk tolerance and goals within this to determine the best investment type for your portfolio to target. This could include:

Cash
Fixed interest
Australian Equities
International Equities
Property and Infrastructure

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Our investment management process

A clear process helps you understand how your portfolio is built, reviewed and adjusted over time.

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Understanding your goals

We begin by discussing your financial position, objectives, timeframe and tolerance for risk.

Designing your portfolio

We structure your investments based on evidence, research and a disciplined approach to diversification.

Managing your strategy

We monitor your investments, review performance and adjust allocations when needed.

Ongoing support

We meet with you regularly to refine your strategy and ensure it continues to align with your goals.

Investment management fees

Your first call with us is complimentary, and you receive a written quote before any work begins.

Our simple two-part fee structure

Fee Type	What it Covers	Fee Structure
Upfront fee (initial strategy)	Creation of your comprehensive financial plan and Statement of Advice (SOA), tailored to your unique circumstances.	Fixed price (quoted upfront)
Yearly fee (ongoing management)	Investment management, proactive monitoring, regular reviews, adaptation to legislative changes, and continuous risk management.	Percentage (of investments managed)

Get your personalised investment management quote by getting in touch with an adviser.

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Why Brisbane clients choose Solace for investment advice

Award-winning financial advice

Recognised for the quality of our work and the support we provide.

Local Brisbane expertise

Our advisers understand the financial landscape across Brisbane and Queensland.

Experienced through all market conditions

Our team has navigated multiple market cycles, including the GFC.

Clear guidance on complex decisions

We help you understand your options without unnecessary jargon.

Transparent fees

You always know what you are paying for and how it supports your strategy.

Consistent, ongoing support

We stay with you through each stage of your investment journey.

Meet our Brisbane investment advisers

Scott Quinlan

Principal / Financial Adviser
Masters of Financial Planning
Bachelor of Commerce
CFP®

I hold a Master’s degree in Financial Planning from Griffith University along with a Bachelor of Commerce from the University of Newcastle. I’m a Certified Financial Planner (CFP®) and a member of the Financial Planning Association of Australia.

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Stephen Horton

Principal / Financial Adviser
Bachelor of Commerce
CFP®

I am a Certified Financial Planner (CFP) and a member of the Financial Planning Association of Australia. I have a degree in Commerce (Accounting) from the University of Queensland and an Advanced Diploma in Financial Planning.

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Giles Stratford

Principal / Financial Adviser
Masters of Financial Planning
AFP®

I hold a Masters in Financial Planning and a Member of the Financial Planning Association.

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Joel Carty

Certified Financial Planner – CFP®
Master of Financial Planning – MFP
Chartered Tax Adviser – CTA

I hold a Master’s degree in Financial Planning from the University of the Sunshine Coast and am a Certified Financial Planner (CFP®). Additionally, I am a Chartered Tax Adviser (CTA) and a proud member of both the Financial Advice Association Australia and The Taxation Institute of Australia.

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Investment advice FAQs

What does an investment adviser do?

We help you structure your portfolio, manage risk and make informed decisions.

How much money do I need to start investing?

We work with clients across a broad range of starting points. Your goals and timeframe guide the strategy.

What is the difference between investment advice and investment management?

Advice provides strategic direction. Management involves ongoing oversight and adjustments.

Can you manage my superannuation investments?

Yes. We provide investment advice for both personal super and SMSFs.

How often is my portfolio reviewed?

We review your strategy regularly and adjust your investments when needed.

Book a consultation with an investment adviser

If you want professional support with your investment decisions or portfolio management, we are here to help. Book a consultation or call our Brisbane office to speak with one of our investment advisers.