Caloundra Financial Planners

Want a better

financial future?

We can help you take the steps to create a more secure financial future. Our planners work with you to create a customised plan that suits your individual needs.

Ready to plan your financial future?

As a Sunshine Coast based practice, we have offices in Caloundra and Maroochydore. From Caloundra’s picturesque beaches, rolling waves and beautiful boardwalks to the cultural hub of events throughout each year – Caloundra is a haven for those who have always dreamed of living by the beach. Whether you’re looking to retire here or you call Caloundra home, this beautiful coastal town offers something perfect for almost everyone. That’s why our team of Financial Planners located in the heart of Caloundra can provide reliable expert advice tailored exactly to what you need – making sure that daily life runs at just the right pace.

At Compass Financial Solutions, we specialise in guiding individuals through all stages of life. Let our Caloundra Financial Planners guide you.

HELPFUL SUPPORT

Creating and protecting your wealth can be a daunting task, but with our help, it doesn't have to be.

We'll guide you through every step of the process and make sure you have everything you need to maintain a great lifestyle now and into the future.

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Trusted local Caloundra Financial Planners

Compass Financial Solutions, are trusted local Caloundra Financial Planners, with an office located in Caloundra. Tailored investment strategies, personal insurance plans, and retirement planning advice are among the popular services we provide. So, whether you’re just starting out or are nearing retirement, we can help make sure you’re on the right track.

Our team of experienced financial planners are here to help you create a better financial future. We provide reliable, expert advice customised just for you while creating simple strategies designed to maximise your wealth potential. Let us be a part of bringing success into your life!

Your Local Financial Planner

What are the Benefits of Having a Local Financial Planner?

At Compass Financial Solutions, we believe in the power of personal connections. By choosing a local financial planner, you have the benefit of building relationships and for our team to get to know you personally. Whether it be discussing plans virtually or tuning into an honest face-to-face conversation over coffee.

Finding financial planning confusing? We’re here to help you get your head around all the ins and outs.

Personalised Service

If you're looking for financial planning services that prioritise your individual needs, a local Financial Planner is a way to go. Not only are we more accessible and available for personalised attention, but our expertise in understanding the unique requirements of the community will give you peace of mind knowing all aspects have been considered.

Objective Advice

We're here for your interests above all else. With every recommendation, we consider the entirety of your individual case and work with complete objectivity.

Holistic Approach

Get ready for retirement with a well-rounded plan that takes into account every aspect of your life! Our comprehensive Caloundra financial planners consider investments, pensions, social security payments, and more to ensure you have the most secure financial future. With clever solutions tailored just for you, reap maximum benefit from all areas of your savings in preparation for retirement.

What Our Clients Say About Us

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We feel we are in good hands

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You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.

Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again

Tony & Sandra

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Everyone is polite and professional

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During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem

Damian
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Best advice for our needs

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Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs

Jason & Amanda

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Extremely beneficial and professional

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My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.

Unknown
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Explains financial matters in a way which I can understand

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My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.

Suzanne

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Extremely beneficial and professional

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We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.

The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.

Peter and Judy
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Know which financial services you need

We offer holistic financial planning, dedicated to ensuring a better future for you, whether you need:

Ready to plan your financial future? Let our Caloundra Financial Planners guide you. Contact us now!

Our Contact Details

Business Hours

Monday - Thursday 8:30 AM - 5:30 PM
Friday 8:30 AM - 4:00 PM
Saturday Closed
Sunday Closed

Office Location

Office Address:
6 Otranto Ave, Caloundra QLD 4551

Mailing Address:
PO Box 231, Caloundra QLD 4551

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