Solace Wealth Management, founded in 2018 by Kate Trost, is a Sunshine Coast-based financial advisory firm with a client-first approach. Kate’s extensive experience in financial planning, coupled with her academic background in business and finance, allows her to offer a wide range of services tailored to clients’ needs. From budget management to retirement planning, Solace Wealth Management aims to build long-lasting relationships with clients to guide them through financial challenges and celebrate their successes.
The core philosophy of Solace Wealth Management revolves around the importance of goal setting in financial planning. By helping clients define specific and measurable goals, the firm assists in creating realistic plans to achieve them. This involves identifying necessary sacrifices, reviewing current financial situations, and setting achievable objectives to provide clients with guidance and direction. The focus is not solely on investment returns but on establishing clear goals and developing practical strategies to reach them.
As an authorized representative of JSW Partners Pty Ltd, Solace Wealth Management operates under a client-centric model that prioritizes tangible benefits for clients at an affordable price. Kate’s dedication to offering personalized financial advice led her to establish the firm, enabling her to provide tailored solutions to clients nationwide. With a commitment to helping individuals navigate financial complexities and make informed decisions, Solace Wealth Management stands out as a trusted partner in achieving financial goals.