Award Winning Retirement Planners in Brisbane

When you work with Solace Financial, you’ll be accessing a wealth of expert advice from experienced professionals who have years of retirement planning in the Brisbane area. We’re also award winning retirement planners, having won both the Business Outcome Leader and Transformation of the Year (Individual) IFA Awards in 2023.

Our Retirement Planning Solutions

At Solace Financial, we understand that everyone has different retirement goals, and, as such, we offer advice on all aspects of retirement planning. From understanding superannuation to cash flow management, we’ll look at your retirement needs and create a personalised strategy and solution that suits you.

Superannuation Advice

We specialise in guiding our clients through the intricacies of superannuation, which is a government-mandated savings scheme in Australia. We’ll design a personalised strategy to maximise contributions, optimise your investment options, and minimise tax implications, resulting in a secure financial future.

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Investment Strategy & Advice

Our comprehensive services also include investment strategy and advice, with a keen focus on your personal objectives and risk tolerance, to ensure you can proactively navigate market conditions and capitalise on opportunities.

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Tax Planning

As your trusted financial advisers, we’ll also provide tailored tax planning solutions to minimise your tax liabilities while maximising your wealth, using a strategic analysis of your financial situation to identify possible deductions, credits, investment structures, and other options for tax efficiency.

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Retirement Income Planning

We’ll also assess your unique financial situation and goals to craft personalised strategies that ensure you continue to generate sustainable income throughout your retirement.

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Insurance & Risk Management

Whether it’s life, property, or liability insurance, the team at Solace Financial will also identify potential risks and tailor insurance solutions to mitigate them effectively. In turn, you’ll get peace of mind and financial security against certain unexpected events.

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Debt Management

We also look at any outstanding debts you may have, address them head-on and create strategies to reduce and alleviate financial burdens that optimise your cash flow. By doing this, we can help you ensure your retirement goals remain achievable and leave you feeling more confident about long-term financial security for your retirement.

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Centrelink Benefits Planning

From Age Pension to asset tests, we’ll also navigate the complexities of Centrelink services, ensuring that you get the maximum entitlement and giving you access to the financial stability you deserve in retirement.

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Healthcare & Aged Care Planning

We’ll also prioritise your well-being by providing expert guidance on your healthcare options and aged care provisions, including understanding your private health insurance choices and exploring aged care facilities and funding options.

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Retirement Goal Setting & Cash Flow Management

Working collaboratively, we’ll also define your retirement goals and ensure the solutions are tailored to your aspirations and lifestyle. We’ll also manage your cash flow, optimising your income sources, expenses, and investments to ensure you’re able to enjoy a sustainable and fulfilling retirement.

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We specialise in guiding our clients through the intricacies of superannuation, which is a government-mandated savings scheme in Australia. We’ll design a personalised strategy to maximise contributions, optimise your investment options, and minimise tax implications, resulting in a secure financial future.

Enquire Now

Our comprehensive services also include investment strategy and advice, with a keen focus on your personal objectives and risk tolerance, to ensure you can proactively navigate market conditions and capitalise on opportunities.

Enquire Now

As your trusted financial advisers, we’ll also provide tailored tax planning solutions to minimise your tax liabilities while maximising your wealth, using a strategic analysis of your financial situation to identify possible deductions, credits, investment structures, and other options for tax efficiency.

Enquire Now

We’ll also assess your unique financial situation and goals to craft personalised strategies that ensure you continue to generate sustainable income throughout your retirement.

Enquire Now

Whether it’s life, property, or liability insurance, the team at Solace Financial will also identify potential risks and tailor insurance solutions to mitigate them effectively. In turn, you’ll get peace of mind and financial security against certain unexpected events.

Enquire Now

We also look at any outstanding debts you may have, address them head-on and create strategies to reduce and alleviate financial burdens that optimise your cash flow. By doing this, we can help you ensure your retirement goals remain achievable and leave you feeling more confident about long-term financial security for your retirement.

Enquire Now

From Age Pension to asset tests, we’ll also navigate the complexities of Centrelink services, ensuring that you get the maximum entitlement and giving you access to the financial stability you deserve in retirement.

Enquire Now

We’ll also prioritise your well-being by providing expert guidance on your healthcare options and aged care provisions, including understanding your private health insurance choices and exploring aged care facilities and funding options.

Enquire Now

Working collaboratively, we’ll also define your retirement goals and ensure the solutions are tailored to your aspirations and lifestyle. We’ll also manage your cash flow, optimising your income sources, expenses, and investments to ensure you’re able to enjoy a sustainable and fulfilling retirement.

Enquire Now

What Our Clients Think of Us…

Our Retirement Planning Team

scott quinlan 2023

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 FINANCIAL ADVISER

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 FINANCIAL ADVISER

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

 

Discover more about Giles

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
The Solace Financial Team outside Solice Financial House in Brisbane

What Are the Benefits of Engaging With a Financial Adviser for Retirement?

You may think that a financial adviser simply offers advice on what to do with your finances. But at Solace Financial, our services extend far beyond simply managing your finances.

We offer personalised guidance that is tailored to your individual circumstances, helping you navigate complex financial planning with clarity and confidence. We also offer strategic planning that optimises your retirement savings, ensuring that you have sufficient funds for a comfortable lifestyle while safeguarding you against unexpected expenses.

Another of the many benefits you’ll get from working with the expert team at Solace Financial is that we keep you up to date with evolving financial regulations and opportunities, making it easier for you to make informed decisions and, most importantly, stay on track with your retirement goals.

Take the First Steps Towards Financial Security & Success

By working with our award winning team of financial advisers and embracing our personalised retirement planning advice, you can rest assured that you’ll get the dream retirement you’ve been waiting for.

Contact us today to book a consultation or fill in our financial analysis form to give us a better idea of your potential retirement planning strategies.

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Retirement Planning FAQs

It’s never too early to start planning for your retirement, and the sooner you begin, the more time you have to build a solid financial foundation. Planning early also allows for greater investment flexibility, better long-term savings growth, and increased peace of mind as you approach retirement age.

The amount of money you need for retirement is a personal thing and will vary depending on your individual circumstances. Generally speaking, it is recommended to save enough money throughout your working life to generate around 70-80% of your income annually, but this is something a financial adviser will be able to provide more personalised guidance on.

The best way to save for retirement is to start early and consistently contribute to a retirement account, such as a superannuation fund. You can also seek professional financial advice to look into diversifying investments and maximising employer contributions.

A good way of making sure your retirement income lasts is by creating a diversified investment portfolio, incorporating low-risk and high-return options. Be sure to regularly review and adjust your investment strategy as needed and implement a sustainable withdrawal rate that accounts for inflation and unexpected expenses.

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