I have worked in the financial planning industry since 2011, shortly before graduating from the University of the Sunshine Coast in 2012 with a Bachelor of Business (Financial Planning). I am also in the process of completing a Master in Business Administration (Finance).
I have a wide range of experience in financial planning and enjoy helping younger clients get on track with their cashflow/budgeting and helping first time investors get their foot in the door, all the way through to comprehensive retirement planning. My passion is building long lasting relationships with my clients so I can not only be there to guide them through financial obstacles but to also be there to celebrate the wins.
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Trost Family Trust t/a Solace Wealth Management and Kate Trost (AR No. 1262350/465078 - ABN 53 596 479 338) are authorised representatives of MyPlanner Professional Services Pty ltd AFSL 425542 - ABN 51 159 696 830.
Information provided on this website is general in nature and does not constitute financial advice.
Solace Wealth Management will endeavour to update the website as needed. However, information can change without notice and Solace Wealth Management does not guarantee the accuracy of information on the website, including information provided by third parties, at any time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to consider your particular investment objectives, financial situation and individual needs.
Solace Wealth Management does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Insert CAR Pty Ltd and its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Trost Family Trust t/a Solace Wealth Management is a Corporate Authorised Representative No. 1262350 of MyPlanner 425542.