Joel Carty CFP®

Financial Planner

Joel is a CERTIFIED FINANCIAL PLANNER Professional at Solace Financial with over 20 years of experience. He takes a consultative and collaborative approach to building long-term relationships with clients, regularly meeting with them to review progress and ensure their financial plan stays on track as markets, legislation, and personal circumstances change. This approach helps clients feel supported and confident in their financial decisions.

Articles by Joel Carty CFP®

Joel Carty CFP®

Tax-effective investing: strategies to grow your wealth while minimising tax

Investing isn’t just about growing wealth - it’s about doing so efficiently. In Australia, taxation plays a critical role in shaping investment returns, but with the right approach, investors can legally minimise tax and maximise gains.

Daniel Thompson

Tax tips for the end of financial year (EOFY)

As the end of the financial year (EOFY) approaches, it's a great time to review your finances and implement strategies to minimise your taxes. Whether you're an employee, investor, business owner, or planning for retirement, here are some key considerations to ensure you're making the most of available tax benefits.

Julia Newbould

Tax deductible donations – get the most out of giving back

Giving to charity can be a great way to help others and give your tax return a boost, but not all donations are tax deductible. Here’s what you need to know about making a tax deductible donation.

Joel Carty CFP®

Protecting your today and tomorrow – it’s not just about insurance

Personal risk mitigation is a cornerstone for ensuring long-term financial stability and security. For Australians, understanding and implementing effective risk management strategies is crucial to safeguarding their financial future.

Dominique Bergel-Grant

Confessions of a divorce financial planner

Divorce is a complex and uncertain process and, regardless of your motivations, it is not about winning or losing. It involves facing the often harsh reality that dreams of a future life imagined on your wedding day are now shattered. Often it is easy to get caught up in the “he said, she said” blame game.

Natallia Smith

Financial strategies for women over 50

Julia Newbould

Starting difficult conversations over Christmas

Paul Peng Yang CFP®

Redefining retirement: a journey of purpose and transition

Julia Newbould

Now is the time to think about your (aged care) future

Aged care planning is something most of us think about with trepidation. It’s complicated and it’s confronting. However, it’s a good idea to think about it before an unwanted option may be thrust upon us. There are many options from retirement villages to assisted care and aged care facilities and more. There are different cost options and most have waiting lists.

Aaron Hughes

National Wills Week | 9-15 September 2024

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