What Is Investment Management?

Investment management is the process of managing your financial assets, including shares, bonds, managed funds, and other investments, to help you achieve your financial goals.
It involves strategic portfolio construction, ongoing performance monitoring, and proactive risk management.

While financial planning looks at the broader picture of your money, including cash flow, superannuation, insurance, and retirement goals, investment management focuses specifically on how your funds are invested to generate returns.

A professional investment manager provides expertise, structure, and discipline, removing emotion from decision-making and ensuring your investments remain aligned with your long-term strategy.

Stephen Horton Financial Planner in Office 2

Why Professional Investment Management Matters

Managing investments can be complex. Markets shift, opportunities arise, and risks evolve. Having a trusted investment adviser ensures your wealth strategy remains resilient and adaptive.

Strategic Portfolio Construction

Our team aligns each client’s investment portfolio with their unique goals, risk tolerance, and time horizon. By blending asset classes such as shares, fixed income, property, and alternatives, we create portfolios designed to perform through all economic cycles.

Ongoing Monitoring & Rebalancing

Investment management is not “set and forget.” We regularly review portfolios, monitor performance, and rebalance where needed to maintain your target asset allocation and respond to changing market conditions.

Risk Management & Diversification

At Solace Financial, we manage exposure across global markets, industries, and asset types, ensuring that no single investment or sector can disproportionately impact performance. This includes blending growth assets such as equities and property with defensive assets like fixed income and cash to achieve the right balance between risk and return.

Joel Carty Solace Financial Planning

Our Investment Management Process

Our structured, transparent approach ensures you always know how your investments are managed and why.

Step 1 – Understanding Your Goals

We begin by learning about your financial objectives, values, and desired outcomes. Whether you’re investing for income, growth, or legacy, we tailor a strategy that fits.

Step 2 – Creating a Personalised Investment Strategy

Our advisers design a diversified portfolio aligned with your goals, time frame, and comfort with risk. We draw on data-driven insights, global research, and decades of investment expertise.

Step 3 – Implementation & Portfolio Management

Once approved, we implement your investment plan by managing transactions, selecting assets, and making ongoing adjustments on your behalf.

Step 4 – Ongoing Reviews and Adjustments

We provide regular updates, performance reports, and strategic reviews to ensure your portfolio continues to support your evolving goals.

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Our Investment Philosophy

At Solace Financial, our philosophy centres on evidence-based investing and disciplined decision-making. We believe that thoughtful, structured approaches, not speculation or guesswork, are the key to achieving long-term financial success.

We focus on long-term wealth creation, helping clients navigate market fluctuations with confidence rather than reacting to short-term trends. Every investment decision is guided by careful analysis, rigorous research, and a clear understanding of your financial goals and risk tolerance.

Our approach includes:

  • Broad diversification across asset classes and regions: Spreading investments across equities, fixed income, property, and alternative assets, both in Australia and globally, helps reduce risk and smooth returns over time.

  • A commitment to transparency and integrity: We operate openly and honestly, providing clients with clear reporting and insights into portfolio performance, fees, and strategy.

  • Consideration of ethical and sustainable investments where appropriate: For clients who wish to align their portfolios with their values, we incorporate ESG (environmental, social, and governance) principles without compromising returns.

  • A focus on after-tax returns and cost efficiency: Every investment is evaluated for its impact on your overall wealth, including tax consequences and fees, ensuring your portfolio works efficiently for you.

This philosophy underpins everything we do, guiding Brisbane investors, business owners, and trustees to make informed, confident decisions that build wealth responsibly. By combining a long-term perspective with careful risk management and data-driven insights, we help clients pursue sustainable growth and financial resilience.

Who We Work With

We partner with a wide range of Brisbane investors who recognise the value of professional management and strategic advice.

Individuals and Families Building Wealth

For those looking to grow and protect wealth for future generations, we provide guidance on diversification, savings strategies, and compounding growth.

Pre-Retirees and Retirees Seeking Sustainable Income

We design portfolios focused on stable income streams and capital preservation to support your lifestyle throughout retirement.

Business Owners, Trustees, and Organisations Looking to Invest Surplus Capital

Our advisers help Brisbane business owners, body corporates, family trusts, and foundations manage and invest surplus capital effectively. We understand that every entity has unique objectives, whether it’s preserving funds for future projects, generating reliable income, or growing long-term wealth for beneficiaries.

Investment Management Services We Offer

Our team offers a comprehensive range of investment management services designed to suit your goals, risk profile, and stage of life. Each solution is backed by data-driven insights, professional oversight, and a commitment to long-term success.

Portfolio Management & Monitoring

We provide professional oversight of your investments, ensuring your portfolio stays aligned with your goals and market conditions. Through detailed performance tracking and regular reviews, we proactively adjust allocations to optimise returns and manage risk over time.

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Managed Funds & ETF Portfolios

Gain access to a broad range of managed funds and exchange-traded funds (ETFs) selected for quality, diversification, and cost efficiency. These professionally managed investment options offer exposure to both Australian and global markets, helping you build wealth through a balanced and transparent structure.

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Superannuation & SMSF Investment Advice

Our advisers specialise in superannuation and self-managed super fund (SMSF) investment strategies, guiding trustees and members in building and protecting retirement wealth. We help you select suitable assets, manage compliance, and maintain a clear investment strategy that aligns with your fund’s long-term objectives.

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Tax-Efficient Investment Structuring

Effective tax management plays a vital role in maximising your wealth. We work with you to structure your investments within the most appropriate entities — such as companies, trusts, or super funds — to reduce tax leakage, enhance after-tax returns, and support intergenerational planning.

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Sustainable & Ethical Investing

For clients who want their investments to reflect their values, we offer ethical and sustainable investment options without compromising on performance. Our portfolios can incorporate environmental, social, and governance (ESG) considerations, helping you make a positive impact while pursuing long-term financial growth.

Enquire Now

We provide professional oversight of your investments, ensuring your portfolio stays aligned with your goals and market conditions. Through detailed performance tracking and regular reviews, we proactively adjust allocations to optimise returns and manage risk over time.

Enquire Now

Gain access to a broad range of managed funds and exchange-traded funds (ETFs) selected for quality, diversification, and cost efficiency. These professionally managed investment options offer exposure to both Australian and global markets, helping you build wealth through a balanced and transparent structure.

Enquire Now

Our advisers specialise in superannuation and self-managed super fund (SMSF) investment strategies, guiding trustees and members in building and protecting retirement wealth. We help you select suitable assets, manage compliance, and maintain a clear investment strategy that aligns with your fund’s long-term objectives.

Enquire Now

Effective tax management plays a vital role in maximising your wealth. We work with you to structure your investments within the most appropriate entities — such as companies, trusts, or super funds — to reduce tax leakage, enhance after-tax returns, and support intergenerational planning.

Enquire Now

For clients who want their investments to reflect their values, we offer ethical and sustainable investment options without compromising on performance. Our portfolios can incorporate environmental, social, and governance (ESG) considerations, helping you make a positive impact while pursuing long-term financial growth.

Enquire Now

What Our Clients Think of Us…

The Solace Financial Team outside Solice Financial House in Brisbane

Why Choose Solace Financial for Investment Management in Brisbane

Choosing the right investment partner is crucial to achieving your long-term wealth goals. At Solace Financial, we combine professional expertise, integrity, and local insight to deliver results our clients can depend on.

Local Expertise, National Perspective

Based in Brisbane, our investment advisers understand the local economy, business landscape, and opportunities unique to Queensland investors.

We pair this regional understanding with access to national and global market insights, ensuring our clients benefit from both local relevance and worldwide perspective when managing their portfolios.

Licensed & Experienced Financial Advisers

Our team consists of licensed, highly qualified professionals with extensive experience across investment management, financial planning, and private wealth strategy.

We’re committed to upholding the highest standards of compliance, transparency, and professional ethics — giving our clients confidence that their assets are in capable hands.

Transparent, Fee-Based Advice

At Solace Financial, we operate on a clear, fee-for-service model, eliminating commissions or hidden incentives. This means our advice is always objective and aligned with your best interests, allowing you to focus on results — not costs or conflicts of interest.

Proven Track Record of Results

Our structured investment process and disciplined management approach have consistently delivered strong long-term outcomes for our clients. Through all market cycles, we’ve helped investors grow, protect, and transfer wealth with confidence, demonstrating our ongoing commitment to excellence and performance.

Book a Consultation

Ready to take the next step towards smarter investing and greater financial confidence?
Book a free initial consultation with our Brisbane-based investment management team and discover how professional advice can help you grow, protect, and manage your wealth more effectively.

During your consultation, we’ll take the time to understand your personal or business goals, investment preferences, and comfort with risk — then outline a tailored strategy to help you achieve long-term success.
Whether you’re just starting to build your portfolio or looking to refine an existing strategy, our advisers provide the clarity, structure, and insight you need to invest with confidence.

Let’s build a portfolio that reflects your goals, values, and vision for the future.
Contact Solace Financial today and take the first step toward a stronger financial foundation.

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FAQs About Investment Management

An investment manager oversees your portfolio, making decisions about what to buy, sell, or hold to meet your objectives.

We work with clients across a range of investment sizes—what matters most is your commitment to building wealth strategically.

Financial planning covers your entire financial life; investment management focuses specifically on growing and protecting your invested assets.

Our fees are transparent and tailored to the scope of advice, the complexity of your portfolio, and the ongoing level of service you require. Depending on your circumstances, fees may be structured as either a fixed service fee or a percentage of assets under management (AUM).

This flexible approach ensures you only pay for the services and oversight you need — whether that’s comprehensive portfolio management, regular strategic reviews, or a more limited investment guidance arrangement. All fees are fully disclosed and agreed upon before any work begins, giving you complete clarity and confidence in the value of our service.

Yes, we provide tailored investment advice for superannuation and SMSF trustees.

Absolutely. We tailor advice to your experience, goals, and comfort level.

Yes, we can incorporate ESG and sustainable strategies into your portfolio.

We conduct regular reviews to ensure your investments remain aligned with your goals and market conditions.

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