OUR SERVICES

Compass Financial aims to assist you in creating wealth and achieving your financial goals through an ongoing relationship.

We can provide you with comprehensive financial planning and investment advice that is tailor made to meet your own individual objectives. More specifically, the services we provide include the following:

  • Superannuation
  • Self Managed Superannuation Funds
  • Direct equities advice
  • Cash and fixed interest advice
  • Managed investment advice
  • Personal insurance advice
  • Margin lending advice
  • Portfolio administration advice and ongoing management service
  • Centrelink eligibility advice
  • Tax minimisation strategies
  • Retirement Planning strategies

Superannuation

At Compass Financial we can review your Super for you in order to establish if you have the most appropriate Superannution solution for you. This includes investigating the fees you are paying, the investments that you have and the flexibility of your fund. All of these factors can make the difference between a fund that will work for you to achieve your financial objectives one that will not.

We are able to provide advice on Superannuation products and Self Managed Superannuation Funds and whether it is more appropriate for you to utilise managed or direct investments. We can also advise on Superannuation strategies such as salary sacrifice, transition to retirement pensions and receiving a tax-free income in retirement.

Investment

At Compass Financial we believe in providing investment options. This ensures that you will receive the most appropriate type of investment to achieve your investment objectives. We can provide advice on Direct Equities, Managed Investments, Cash and Fixed Interest (including Term Deposits).

Insurance

The most important financial asset you will ever have is you! It is your ability to earn an ongoing income that is the key to building wealth and without this valuable asset you will not be able to achieve the financial freedom that you desire. That is why it is so important to ensure that you have the appropriate insurance on your life and income.

People with debt and families need to ensure that they do not leave themselves and their dependents in financial difficulties due to illness, disability or death. We have a large range of insurance companies and different products available to ensure that we can find the right product for your needs. Insurances which we are able to assist with are, Life Cover, Total and Permanent Disablement Cover, Income Protection and Critical Illness (Trauma) Cover.

Portfolio Management Service

At Compass Financial we believe the most successful way to achieve your financial objectives is to be provided with sound financial planning and investment advice on an ongoing basis. It is not our aim to merely get you to take one course of action over another, but to guide you through your investment life, providing advice that is appropriate to your ever changing personal circumstances and financial needs.

That is why we provide an ongoing management service that will ensure that you receive:

  • Internet access to your portfolio

  • Regular paper-based reports

  • Collection and recording of dividends and income distributions

  • Regular income payments if required

  • Ongoing monitoring and investment advice regarding your portfolio

  • An annual tax report to provide to your accountant

  • Investment advice tailored to your specific needs

  • Annual reviews and/or meetings if required