Financial Planning

Compass Financial gets your money working for you.

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How can we help you?

A Compass financial planner will work with you to first establish your goals, then help achieve them. Our passion is helping to create financial freedom & peace of mind for you.

View our process.

Our services.

Our Financial Fields

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Savings.

Having trouble with your every day spending or savings? We can help you keep on top of your finances, which may free up surplus cash flow to help you achieve your goals faster.

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Debt.

Compass will explore strategies & structures to repay your debts quicker, as well as how debt can be used to create wealth for you.

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Insurance.

Is it important to protect your family and your lifestyle? Getting the right level, type and quality of insurance in place is critical to reducing the financial risk for you and/or your family.

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Investment.

Surplus cash or a lump sum of funds for investment? We will discuss where you could invest, along with the benefits, considerations & what’s appropriate for your situation.

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Superannuation.

What super fund or investment is right for you? Have lost super you wish to combined? How can you tax effectively build wealth? Will a Self Managed Super Fund work for you? Compass will answer all your questions & simplify the process for you.

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Retirement.

When can you retire & are you on track? What income do you need & where will your income come from? How long will it last? What are ways in which you can fast track your retirement? Compass will work through with you to cover each question in depth.

Why us?

Why choose Compass for your financial planning?

Family

We’re an inter-generational family run business, treating our clients like our own family. This speaks true to the positive feedback we consistently receive.

Experienced

Established in 1988, Compass have the years of experience & expertise to provide you with a superior mortgage broking experience.

Complementary

Our first (Understand) & second (Explore) meetings are complimentary to you. We prefer to show our value first, as well as giving you peace of mind knowing you won’t be charged until you’re comfortable proceeding with our proposals and recommendations.

On The Move

Compass can come to you! Compass have clients Australia wide, meaning we’re always on the move. We’re flexible to meet at your preferred place, at your most convenient time, to discuss your loan needs.

Alternatively, you can arrange to meet us at one of our offices.

Award Winning

Since its inception in 1988, our business is a multi-award winning practice within the Financial Services industry.

Choice

We have access to a wide range of lenders, where unlike dealing direct with a lender, your loan selection is limited to 1 lender only. With access to over 50 leading lenders, we will negotiate with different lenders to get you the best possible rate, with the best structure, to provide the best loan for you.

Our process.