Phone (07) 5492 0350

8 Otranto Ave, Caloundra QLD 4551

 

             
 

Accounting & Business Services



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Wardle Partners

Our Simple Step by Step Process



Compass Financial Solutions (CFS) takes great pride in assuring the financial advice you receive is always tailored to your needs. To identify your personal financial goals a CFS adviser will take you through a simple step by step process.

Step 1 - Contact:

Make an appointment:

     
Phone: 
(07) 5492 0350
  Email:
info@compassfinancialsolutions.com.au

Step 2 - Your finances and you:

Your CFS adviser can arrange a consultation that allows you to discuss your financial circumstances. Together you will identify where you are now and where you would like to be. We recommend you compile the following documents (listed below) for the initial interview to enable your adviser to obtain a clear understanding of your financial position.
  • Personal investment details including investment and superannuation statements
  • Tax returns
  • List of liabilities eg - amount and applicable interest rates
  • Additional assets
On first meeting, your CFS adviser will provide you with a Financial Service Guide which outlines their;
  • Qualifications
  • Responsibility for advice given
  • Restrictions applying to advice given
  • Fees and charges
  • Complaint resolution schemes available
  • Privacy information
Step 3 - Information appraisal:

Your CFS adviser will collect the necessary information to build and customise your new financial plan. Based on the information supplied your adviser will determine your financial position and classify your goals based on your risk profile.

Step 4 - The building blocks:

Your CFS adviser will develop the personalised strategies needed to build and enhance your financial future. This plan, along with formal written recommendations will be presented to you in a Statement of Advice.

Step 5 - Perfecting your strategy:

Here you will have the opportunity to discuss the proposal and make sure you are comfortable with the recommendations made by your CFS adviser.

Step 6 - Making it happen:

If you are completely satisfied, your CFS adviser will ask you to sign an 'Authority to Proceed' that formally documents your consent. Your adviser will then implement the agreed recommendations on your behalf.

Step 7 - We are here for you:

You will continue to have full support and assistance from your CFS adviser and our team. Your financial objectives, goals and needs will be revised periodically to maximise the success of your financial wellbeing.


Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.