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 * * (07) 3106 3106
 * BOOK A CONSULTATION

 * FACT FIND
 * BOOK A CONSULTATION

 * 


 * Home
 * The Team
   * Scott Quinlan
   * Stephen Horton
   * Giles Stratford
 * Who we are
 * Services
   * Body Corporate Investment Advisers
   * Investment Advice
   * Personal Insurance Adviser
   * Retirement Planning
   * Superannuation Advice
   * Wealth Management
 * Who We Help
   * Retirees
   * High Net Worth Individuals
   * High Income Earners
   * Gaining Sudden Wealth
   * Veterans
   * Aged Care
 * Resources
   * Blog
   * Fact Find
   * Protecting your people with a group insurance policy
   * Investments for the sinking fund of a Body Corporate
   * Financial Planning Throughout Separation or Divorce
   * Important Info
   * FAQ
   * Media
 * Testimonials
 * Contact
 * * (07) 3106 3106




FINANCIAL PLANNERS BRISBANE

Take comfort in your financial future with Solace Financial, your trusted
financial planners & advisers in Brisbane.

As you approach retirement, the decisions you make today will shape your
financial future. At Solace Financial, we understand the unique challenges and
opportunities that come with this stage of life, and our team of experienced
financial advisers are dedicated to helping you take control of your money,
ensuring a secure and comfortable retirement.

With our comprehensive financial planning services, we offer tailored solutions
to meet your specific needs. Whether you’re a high-net-worth individual seeking
to preserve and grow your wealth or someone in need of custom investment
portfolios, our expert advisers will work closely with you to develop a
personalised strategy, taking the time to understand your goals, risk tolerance,
and overall financial situation.

Our expertise in areas such as retirement planning, superannuation advice, tax
optimisation, and estate planning, paired with our commitment to transparency,
means that, with Solace Financial, you can trust that your best interests are
always our top priority.





IFA AWARDS 2023




OUR FINANCIAL PLANNING SERVICES


PRE-RETIREES


INVESTMENT ADVICE BRISBANE


RETIREMENT PLANNING


HIGH NET WORTH INVESTMENT


SUPERANNUATION ADVICE


WEALTH MANAGEMENT


AWARD WINNING FINANCIAL PLANNERS IN BRISBANE

When you work with Solace Financial for your financial advice needs, you won’t
only be getting access to years of experience, but you’ll also be working with
award winning financial advisers who are the proud recipients of the Business
Outcome Leader and Transformation of the Year (Individual) IFA Awards in 2023.


TAILORED FINANCIAL PLANNING FOR YOUR LIFE GOALS

We ensure that the financial advice we provide is tailored to your individual
goals and what it is you want to achieve – which is why we take time to sit down
with you, learn about what you need and provide advice and options on how you
can get there.

 * Initial Enquiry
 * First Meeting
 * Financial Assessment
 * Strategy Development
 * Ongoing Review and Adjustment


INITIAL ENQUIRY

The first step is to reach out to us to express your interest in our services.
You can do this through a phone call, website enquiry, or email, and this
initial contact allows us to gain an understanding of your needs and start the
process of helping you.


FIRST MEETING

Following your enquiry, we’ll arrange a meeting during which we’ll explore your
financial goals, and your current situation, and address any concerns or
questions you may have.


FINANCIAL ASSESSMENT

We’ll then conduct a thorough assessment of your financial position, including
income, expenses, assets, and liabilities, to evaluate your risk tolerance,
investment preferences, and long-term objectives.


STRATEGY DEVELOPMENT

Based on the information we’ve gathered, we’ll create a personalised financial
plan designed to help you reach your goals. This may include certain investment
strategies, retirement planning, insurance coverage, tax advice, and estate
planning, along with other services that are tailored to your specific
circumstances.


ONGOING REVIEW AND ADJUSTMENT

We know that financial planning isn’t a one-time event; it’s an ongoing process
that requires periodic review and adjustments. As such, we regularly monitor
your progress, reassess your goals, and adapt your plan as needed to ensure it
remains aligned with your circumstances and objectives.

Initial Enquiry

The first step is to reach out to us to express your interest in our services.
You can do this through a phone call, website enquiry, or email, and this
initial contact allows us to gain an understanding of your needs and start the
process of helping you.

First Meeting

Following your enquiry, we’ll arrange a meeting during which we’ll explore your
financial goals, and your current situation, and address any concerns or
questions you may have.

Financial Assessment

We’ll then conduct a thorough assessment of your financial position, including
income, expenses, assets, and liabilities, to evaluate your risk tolerance,
investment preferences, and long-term objectives.

Strategy Development

Based on the information we’ve gathered, we’ll create a personalised financial
plan designed to help you reach your goals. This may include certain investment
strategies, retirement planning, insurance coverage, tax advice, and estate
planning, along with other services that are tailored to your specific
circumstances.

Ongoing Review and Adjustment

We know that financial planning isn’t a one-time event; it’s an ongoing process
that requires periodic review and adjustments. As such, we regularly monitor
your progress, reassess your goals, and adapt your plan as needed to ensure it
remains aligned with your circumstances and objectives.


WHY CHOOSE SOLACE FINANCIAL AS YOUR FINANCIAL ADVISERS?


WE OFFER EXCLUSIVE INVESTMENT OPTIONS

At Solace Financial, we work hard to offer unique and exclusive investment
options, such as our Solace Separately Managed accounts, that perform above and
beyond the market equivalents. These investment options set us apart from other
financial advice practices, offering us increased agility and ease of
management, and offering our clients expertly managed investment options with
outstanding returns.


TOGETHER WE ARE EXPERTS

As advisers we know a lot about many different aspects of financial advice, but
we can never be experts on everything. Some of our advisers have a
specialisation, an area of financial advice on which they are an expert. Other
advisers can temporarily refer their clients to the expert should their clients
require specialist advice in that area. This cooperative approach is unique in
financial advice practices.


WE LEARNED FROM THE BEST IN THE BUSINESS

We carry on the legacy of the former Whittaker Macnaught group, Queensland’s
most trusted name in financial advice. In 2013, our founding advisers took all
the wisdom and benefits of this legacy and evolved into the new breed of
financial advisers, Solace Financial.


OUR EXPERIENCE SETS US APART

From the Global Financial Crisis (GFC) to the COVID Pandemic it’s fair to say we
have just about seen it all.
Between our 5 advisers we have more than 80 years experience.


WHAT OUR CLIENTS THINK OF OUR FINANCIAL PLANNING SERVICES

EXCELLENT
23 reviews on

Jo Crawford-Bryde
2023-09-27
I recently met with my financial advisor Scott Quinlan to discuss proposed plans
for retirement. As always, Scott was able to set out the information, processes
and options in a clear and easily understood manner. Aside from the clear and
sound financial advice, what most impressed with was the time that Scott took to
actually talk to me about my readiness to retire. To check that I was mentally
ready to enter this next phase and transition from work. I came away from the
meeting feeling valued and reaffirmed that this was the right time as all of the
issues I had been pondering were discussed openly. I cannot recommend Scott
highly enough. He has been a valued advisor of myself and my husband for over 15
years and his management of our retirement funds has placed in a great financial
position.
Read more
KEVIN BRAY
2023-08-30
My Wife and I started with Scott when he was with Whittaker Macnaught and have
been with him to this day. We are now retired, and self funded thanks to Scott
and Solace Financial.
Kevin & Lorraine Bray.
👍👌
Read more
Kevin Goos
2023-08-23
Scott has looked after our finances for many years and we have absolute trust in
his expertise and judgment. Thanks to his sage advice, we are well set up for a
comfortable retirement. He’s such a terrific person and has wonderful people
skills. Very highly recommended for anyone looking for sensible advice and
strategising to achieve your long term financial and lifestyle goals.
Read more
Gary Rigg
2023-08-24
Scott and his team take the time to understand what your goals and needs are and
then provide an ongoing service to achieve those goals in a friendly,
professional and committed manner.
Read more
Richard Dart
2023-08-23
We have been with Scott Quinlan and his team at Solace Financial every since
they emerged from Whittaker Macnaught over 10 years ago. Their advice and
service has been outstanding and we would highly recommend them to any future
investor.
Read more
Sarah Day
2023-07-31
Steve has been my financial advisor for years and he has always been there for
me for advice and assistance. Steve’s advice is always amazing and he is so
considerate and generous with his time. Thank you Steve!
Read more
Bronwyn C
2023-08-22
Scott Quinlan at Solace Financial has been advising me since 2017. Scott
actively manages your investment and he thinks about it through the lens of your
individual needs. Scott's support staff, in particular his EA Mel, are quick and
efficient in attending to the daily management of his client portfolios.
Read more
Lois Jewell
2023-08-24
Scott and the team at Solace Financial are magnificent. We came to them in a
quite a mess after the GFC, and they have confidently guided us to a stronger
financial position with an investment strategy aligned with our risk profile and
life goals.
Read more


OUR TEAM OF FINANCIAL ADVISERS IN BRISBANE


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

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

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


FAQS

Is it worth having a financial adviser?

Yes, hiring a financial adviser is definitely a good way of getting valuable
guidance so you can make informed decisions and potentially increase your
returns while managing risk.

How can a financial adviser help me?

A financial adviser can help you by assessing your current financial situation,
understanding your objectives, and developing a personalised strategy that helps
you achieve your goals. We’ll also manage your portfolio and provide ongoing
advice, keeping things completely stress-free while making your money work for
you.

How much does a financial adviser cost?

As our advice and plans are tailored to your specific circumstances, we don’t
have a one-size-fits-all package or associated fee. However, if you get in touch
with us today, we’ll provide you with a quick quote based on what you tell us.

How is the Solace Financial investment strategy different?

Our personalised approach is what makes Solace Financial’s investment strategies
stand out from the crowd. Not only do we carry out in-depth research on the best
options for you, but we tailor everything to meet your needs and are committed
to ensuring you get the long-term growth you want while minimising risk.

Solace Financial

 * Home
 * The Team
 * Who We Are
 * Media
 * Blog
 * Resources
 * Testimonials
 * Important Info
 * FAQ
 * Complaints
 * Contact

Latest News

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 * Best Investments for High Net Worth Individuals Comments Off on Best
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Contact


Solace Financial House
A: Level 6, 97 Creek Street, Brisbane QLD 4000
P: GPO Box 980
Brisbane Qld 4001
T: (07) 3106 3106
F: (07) 3106 3100
E: admin@solacefinancial.com.au
W: www.solacefinancial.com.au

IMPORTANT INFORMATION


Solace Financial is the trading name of the entities that are Authorised
Representatives of SFDS Pty Ltd (AFSL 509493). This website contains general
advice which does not consider your particular circumstances. You should seek
advice from Solace Financial who can consider if the strategies and products are
right for you.

 * Home
 * The Team
 * Who we are
 * Services
 * Who We Help
 * Resources
 * Testimonials
 * Contact

Copyright 2024 © Solace Financial
 * 
 * Home
 * The Team
   * Scott Quinlan
   * Stephen Horton
   * Giles Stratford
 * Who we are
 * Services
   * Body Corporate Investment Advisers
   * Investment Advice
   * Personal Insurance Adviser
   * Retirement Planning
   * Superannuation Advice
   * Wealth Management
 * Who We Help
   * Retirees
   * High Net Worth Individuals
   * High Income Earners
   * Gaining Sudden Wealth
   * Veterans
   * Aged Care
 * Resources
   * Blog
   * Fact Find
   * Protecting your people with a group insurance policy
   * Investments for the sinking fund of a Body Corporate
   * Financial Planning Throughout Separation or Divorce
   * Important Info
   * FAQ
   * Media
 * Testimonials
 * Contact
 * -