01
Investments and super
See how your portfolio and super fit the wider plan, your time horizon and the income you want later.
For individuals and families with complex financial lives
A clearer plan for your wealth and retirement.
Bring investments, super, tax, insurance, estate planning and retirement income into one coordinated conversation.
Request a free initial consultationNo obligation. Your upfront fee is quoted before advice work begins.
Scott QuinlanPrincipal / Financial Adviser, Solace Financial
Start with the financial question in front of you.
The first conversation puts investments, super, tax, protection and retirement income on the same table.
02
Retirement income
Work through what your assets need to support as your working life changes.
03
Family and structures
Bring trusts, companies, property, insurance and estate questions into view where relevant.
See how the first conversation works.
Bring the question you have been carrying. Solace can help you understand what deserves attention and whether deeper advice is useful.
Example video explainer
A wider view for complex finances.
Solace is run by principal advisers who own the practice. The scope follows your situation, so you can see what belongs in the plan before deciding what happens next.
One coordinated plan
Investments, super, tax, insurance, estate planning and retirement income can be considered together, with trusts, companies, property and business interests included where relevant.
Fee clarity before work
The advice scope and applicable upfront fee are explained before any work begins. You choose whether the next step suits you.
See what belongs in your plan.
Start with a free initial consultation about the financial decision in front of you.
Request a free initial consultation