Award Winning Wealth Management Advisers in Brisbane

We know that good financial planning means taking advantage of as many different strategies as possible, and our team of wealth management advisers use every tool at their disposal to help you build wealth and rest easy as you head toward the future.

Our services are so revered that we’ve won IFA Awards (Business Outcome Leader 2023 and Transformation of the Year (Individual) 2023). So, when you work with Solace Financial, you’ll know that your wealth portfolio is in the very best hands.

Our Wealth Management Services

We offer a suite of wealth management services, each of which is designed to help you with your unique needs and objectives. Whether you’re looking to grow your wealth, protect your assets, or plan for the future, we have a service that will fit your needs.

Retirement Planning

Planning for retirement is an often overlooked aspect of wealth management, and at Solace Financial, we’re able to help you prepare for a secure and comfortable retirement. Everything is tailored to your own needs and goals, taking into account your desired lifestyle, retirement age, and risk tolerance.

From maximising your existing savings through taxation advice to creating a retirement income plan, our expert advice and personalised approach means you can embark on your retirement journey with peace of mind.

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Superannuation Advice

We also understand the importance of maximising your superannuation benefits for a secure retirement, and our superannuation advice service offers personalised guidance tailored to your circumstances.

From consolidating multiple super accounts to optimising investment strategies within your fund, we’ll help you navigate the complexities and make the most of your retirement savings.

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Tax Structuring

Our tax structuring service is designed to minimise your tax liabilities and maximise financial success, and our team of experts will work closely with you to develop a personalised tax strategy specific to your needs.

This includes optimising deductions, exploring tax-advantaged investment opportunities, and other taxation advice that we feel could benefit your wealth and lessen your tax burden.

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Personal Insurance

We offer a tailored personal insurance advice service, too, to safeguard your financial well-being and provide peace of mind for both you and your loved ones.

We’ll assess your needs and find the right insurance solutions to fit both your lifestyle and budget, whether you need life insurance, TPD insurance, or anything else, we’ll match you with the best possible policies.

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Investment Advice

Solace Financial also offers personalised investment advice and strategies designed to maximise returns while aligning with your risk tolerance. This includes access to our exclusive portfolios, managed by us, and expert guidance that ensures you make informed investment decisions.

Whether you’re a seasoned investor or just starting out, our goal is to empower you with the knowledge and tools needed to navigate wealth management through investing with confidence and ease.

Enquire Now

Planning for retirement is an often overlooked aspect of wealth management, and at Solace Financial, we’re able to help you prepare for a secure and comfortable retirement. Everything is tailored to your own needs and goals, taking into account your desired lifestyle, retirement age, and risk tolerance.

From maximising your existing savings through taxation advice to creating a retirement income plan, our expert advice and personalised approach means you can embark on your retirement journey with peace of mind.

Enquire Now

We also understand the importance of maximising your superannuation benefits for a secure retirement, and our superannuation advice service offers personalised guidance tailored to your circumstances.

From consolidating multiple super accounts to optimising investment strategies within your fund, we’ll help you navigate the complexities and make the most of your retirement savings.

Enquire Now

Our tax structuring service is designed to minimise your tax liabilities and maximise financial success, and our team of experts will work closely with you to develop a personalised tax strategy specific to your needs.

This includes optimising deductions, exploring tax-advantaged investment opportunities, and other taxation advice that we feel could benefit your wealth and lessen your tax burden.

Enquire Now

We offer a tailored personal insurance advice service, too, to safeguard your financial well-being and provide peace of mind for both you and your loved ones.

We’ll assess your needs and find the right insurance solutions to fit both your lifestyle and budget, whether you need life insurance, TPD insurance, or anything else, we’ll match you with the best possible policies.

Enquire Now

Solace Financial also offers personalised investment advice and strategies designed to maximise returns while aligning with your risk tolerance. This includes access to our exclusive portfolios, managed by us, and expert guidance that ensures you make informed investment decisions.

Whether you’re a seasoned investor or just starting out, our goal is to empower you with the knowledge and tools needed to navigate wealth management through investing with confidence and ease.

Enquire Now

What Our Clients Think of Us…

Our Wealth Management Advisers in Brisbane

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

Why Choose Solace Financial for Wealth Management Advice?

As well as being award winning financial advisers, there are some very good reasons why you should choose Solace Financial for wealth management advice.

  • Exclusive Investment Options: We’ll work incredibly hard to find you exclusive investment options and give you access to our Solace Separately Managed Accounts, which perform above competitor services.

  • Combined Expertise: We also understand that wealth management often needs specialist knowledge, and our team works together collaboratively to ensure you get the best financial planners at each stage of your journey.

  • History of Success: Our experience of working in the former Whittaker Macnaught Group (Queensland’s most trusted name in financial planning advice) means that we have a history of successfully delivering tailored solutions that work.

  • One of a Kind: With a combined experience of 80 years in financial planning advice, it’s safe to say that we offer market leading services that have withstand the test of time.

Take the First Steps Towards Financial Security & Successful Wealth Management

No matter what you think the right wealth management move might be for your future, we’re here to help put things into clear and easy language and find the very best option while delivering you expert advice.

When you’re ready to start your journey, complete our financial analysis form and book a consultation. We’ll look at your current situation, discuss your goals, and get you on the road to financial success.

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