Security of | Life | Assets | Savings

about us

To reach a port, we must sail – sail, not tie at anchor – sail, not drift.”
Franklin D Roosevelt

Just like the ocean, life is unpredictable. When conditions are right, it’s all smooth sailing, but who knows what tomorrow may bring?  When it comes to your finances, it’s important to have a carefully charted course and ensure you’re prepared for all of the conditions that may arise.

That’s where we come in. Solas Financial is an established financial planning firm based in Tasmania.

Solas stands for Security Of Life, Assets, Savings – and that’s precisely what we offer.

We specialise in:

• Superannuation
• Retirement advice
• Redundancy advice
• Investment and wealth creation strategies
• Insurances

Don’t sail solo through unfamiliar financial waters. Let our qualified and experienced advisers help you navigate the way.

team

 

why the nautical theme?

When we’re not hard at work growing and protecting our clients’ financial portfolios we’re a bunch of keen sailing and recreational fishing enthusiasts. We’re happiest when we’re out on the open water; part of a skilled and capable crew, all working together to reach a common destination.

Our nautical endeavours provide a good analogy for our approach at Solas Financial.

We’re a team of experienced finance professionals who know how to navigate the waters of wealth management. We will work with you, charting the best course to reach your financial goals, while also taking the necessary precautions to make your voyage as smooth as possible.

 

why choose Solas Financial? 

Our advisers are approachable.

Although we have a lot of knowledge and experience when it comes to financial matters, we talk like real people. We won’t bombard you with jargon. Rather, we’ll make sure that you understand your finances so that you’re empowered to make the best decisions for your future.

 

We respect that everyone’s financial voyage is unique.

Our clients are from all walks of life and have different goals. We will listen and work with you to get a clear understanding of your situation and where you’d like your financial journey to take you. Our guidance and advice is always tailored to your individual circumstances.

 

You can trust us.

Your financial security is our prerogative. We have professional associations with some of Tasmania’s leading accountants and we’re committed to providing carefully considered, long term advice and guidance. We’re with you for the long voyage, to grow and protect your wealth.

How we are licensed to provide advice

By law, to operate as a Financial Planner in Australia it is necessary to hold an Australian Financial Services License or to be authorised by a holder of an Australian Financial Services License.

Our company Tassec Financial Planning Pty Ltd trades as Solas Financial and is the Corporate Authorised Representative No.440166 (CAR) of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). The advisers of Solas Financial provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

Professional Investment Services is a wholly owned subsidiary of Centrepoint Alliance Limited (Centrepoint Alliance), an ASX listed company; and a part of Centrepoint Alliance Financial Advice, the financial advice division of Centrepoint Alliance.

Professional Investment Services Pty Ltd (“PIS”) is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.

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General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Head Office: Level 9, 10 Bridge Street SYDNEY NSW 2000 | T: 1300 557 598 | F: (02) 9921 6999 | E: profinvest@cpal.com.au