As Brisbane’s leading financial planning association, we are dedicated to guiding you towards financial security and prosperity. As such, we offer the opportunity to explore a wealth of investment opportunities along with strategic financial advice, helping you navigate investing with confidence and achieve your financial goals.
We’re also award winning financial advisers, having picked the Business Outcome Leader and Transformation of the Year (Individual) IFA Awards in 2023. So, it is safe to say, that when you work with Solace Financial, you can rest assured you’re in safe hands.
We know that investing can be a tricky landscape to navigate, especially if you have no prior experience. This is why we created Solace Separately Managed Accounts, allowing us to take care of every aspect of your investment opportunities, including making swift adjustments and shifting funds based on market conditions.
This means that you benefit from our investment philosophy, have your investment managed by a team of experts, and can relax safe in the knowledge that you have a service that boasts great returns.
When you work with Solace Financial, we’ll look at several different asset allocations to find something that works best for your personal financial circumstances, risk tolerance and goals. This includes:
100% Defensive
The Solace Defensive Portfolio is designed to prioritise capital preservation and stability over high returns, typically focusing on assets that are less volatile and more resilient to market downturns.
Enquire Now80% Defensive/20% Growth
Our Conservative Portfolio strikes a balance between capital preservation and potential growth and is a good choice for investors seeking a moderate level of risk with a focus on preserving wealth, while still aiming for some capital appreciation.
Enquire Now50% Defensive/50% Growth
The Solace Diversified Income Portfolio allocates 50% of investments to defensive assets and 50% to growth assets, which essentially allows you to capture growth opportunities while also protecting your portfolio from significant downturns. This results in a balanced approach to long-term wealth accumulation.
Enquire Now40% Defensive/60% Growth
The Solace Moderate Portfolio allocates 40% to defensive assets and 60% to growth assets, and this means it has a higher potential for returns but also comes with a higher risk. As such, this is a good option for anyone looking for potential growth, but it also provides some market downturn protection.
Enquire Now20% Defensive/80% Growth
With the Solace Moderate Portfolio, 20% of your portfolio is allocated to defensive investments and the remaining 80% to growth opportunities. This type of allocation pattern makes this a good choice for investors looking for a mix of stability and growth.
Enquire Now100% Growth
The Solace Growth Portfolio is designed for investors who are seeking maximum capital appreciation over the long term and are willing to accept higher levels of risk in exchange for potentially higher returns.
Enquire Now
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
Whether you want to grow your investments or superannuation fund, when you work with us and choose a Solace Managed Account, you’ll be gaining expert management from our Investment Committee, who will ensure you gain consistent and reliable returns.
Our accounts also come with downside protection, and everything is adjusted in real time to protect your investment capital during volatile market conditions. We keep everything clear and transparent for you, too, and you’ll have access to viewing and monitoring your accounts with an app or online whenever you want.
We also manage your investment portfolio to diversify it, offering exclusive access to a range of asset classes and fitting everything together to create a well-rounded, profitable portfolio. Even better, we keep costs in mind at all times when doing this, making sure your investments are affordable and offer long term returns.
Finally, since Solace Portfolios are only available for Solace Financial clients, you’ll be getting an exclusive product with a proven track record of creating more returns than competitors.
Whether you’re retirement planning or simply building wealth for the future, Solace Financial’s team is dedicated to providing strategic financial advice and the tools you need to create a thriving investment portfolio.
To take advantage of our services, exclusive Solace Separately Managed Accounts, and get personalised guidance that will help you achieve your financial goals, complete our financial analysis form and book a consultation today, and you’ll soon be on the road to wealth!
book a consultation
