Services Offered
Personal Financial Planning
Tailored strategies to help you achieve long-term financial goals, including retirement, savings, and investment planning.
Holistic Financial Advice
Comprehensive guidance that considers your overall financial situation, values, and life goals for a balanced approach.
Investment Strategy Development
Expert advice on building and managing investment portfolios to grow your wealth securely and effectively.
Retirement Planning
Customized plans to ensure financial comfort and stability during retirement, with ongoing adjustments as needed.
Client Education and Support
Clear explanations and collaborative sessions to help you understand financial concepts and make informed decisions.
Reviews
5(5 reviews)
Rating Distribution
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Patrick Davison
via Google
3 months ago
Joel and Scott helped through a very difficult period with more than financial advice. They got to know me and supported me in a holistic approach that embodied the company name. Their compassionate and professional approach helped me in ways I did not expect. Entering into a partnership with the Solace Financial Planning team is something I would recommend to anyone without hesitation as in my experience, this team is driven by the genuine desire to see clients succeed. Thanks guys!
M
Maia Hvia Google
3 months ago
I was really impressed with my dealings with Solace. I rang to enquire about their services, and after providing a brief overview of my situation, was advised it would be more beneficial for me to consult with a solicitor and accountant. Even though it became clear that I was not going to become a client, they were genuinely helpful, taking the time to listen and provide really helpful advice.
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Nick Hoskingvia Google
9 months ago
I've had the pleasure of working with Joel Carty from Solace Financial and honestly couldn’t recommend him more highly. Joel is incredibly knowledgeable, thorough, and genuinely cares about his clients' financial wellbeing. He takes the time to explain things clearly, offers tailored, practical advice — and most importantly, helps you stop doing dumb things with money. If you're looking for someone you can trust to guide you with honesty and clarity, Joel is your guy.
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Jo Chyivia Google
11 months ago
Joel from Solace Financial is an expert in financial planning with a wealth of knowledge and experience in the area. He will listen to your goals and develop strategies to ensure you will be financially comfortable for the future. Rest assured he has your best interest at heart where he will look after you and walk you through every step of the way on your financial journey. I have no hesitations in recommending him who will undoubtedly provide you with his best services.
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Jennifer Leevia Google
11 months ago
I was very apprehensive about meeting a financial planner for the first time. I was surprised with how much time Joel spent getting to know me and my values. He also took the time to explain how everything worked so I was in a better position to make an informed decision. I would recommend Joel to anyone who wants to work collaboratively with a financial planner.
