01
Business wealth
Income, retained profits, company property and the decisions that keep the business moving.
For business owners planning the next chapter
Does your business plan include your future?
Connect business wealth, personal wealth and retirement decisions in one planning conversation.
Request a free initial consultationNo obligation. Your upfront fee is quoted before advice work begins.
Joel CartyFinancial Planner, Solace Financial
Start with the decision in front of you.
The first conversation puts the business, the personal plan and the next chapter on the same table.
02
Retirement planning
Super, investments, risk and the income you want when your role in the business changes.
03
The next chapter
Succession, a future sale, family wealth and the timing questions around stepping back.
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 owners.
Solace is run by principal advisers who own the practice. The scope follows the question, so you can see what belongs in the plan before you decide what happens next.
One connected conversation
Business and personal wealth can be considered together, including retirement, super, tax coordination, estate planning and risk.
Fee clarity before work
The advice scope and upfront fee are explained before any work begins. You choose whether the next step suits you.
Make the next chapter easier to see.
Start with the question that belongs to your business and your future.
Request a free initial consultation