Compass Financial SolutionsContact Us

Wanting sound financial advice? Compass Financial Solutions will give you tailored advice to help you reach your financial goals.

Let us help guide you on the path towards achieving your financial goals today.

If you are looking for sound financial advice, contacting Compass Financial Solutions may be the answer to all your financial advice needs. Our team of expert advisors is well-versed in virtually all aspects of personal financial planning and can assist with a wide range of issues from pre-retirement planning, investing in superannuation or individual names, personal insurance, to setting-up Self Managed Super Funds (SMSF). Compass Financial Solutions can also provide guidance in aged care strategies, debt reduction, wealth creation, investment strategies, and more. Contact us now to discuss how we can tailor our services to your individual requirements. With years of experience in the finance industry, our team can recommend options that are tailored to suit your individual needs and help you achieve financial security and freedom. 

Our Contact Details

Business Hours

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

Holiday Closure Hours

Our office will close at 3 pm on 21 December 2023 and will reopen at 8:30am on Monday, 8 January 2024.

Office Location

Office Address:
6 Otranto Ave, Caloundra QLD 4551

Mailing Address:
PO Box 231, Caloundra QLD 4551

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Frequently Asked Questions

Most of us need help navigating the complex world of finance, regardless of your financial situation. If you’re starting to invest or running a business and don’t have experience in finance, a financial advisor can provide invaluable guidance.

They can assess your goals and resources, and make personalised recommendations about investments and strategies to help you achieve your financial goals. Even if you consider yourself a savvy investor, having someone independently verify your plans is always wise.

Moreover, advisors know the finer points of regulations affecting different types of investments and can suggest strategies to keep you compliant while helping you get the most out of them. Taking advantage of the insights provided by a qualified professional is essential to getting the most out of your finances over the long term.

Financial planning is the process of creating a strategy to help manage your financial goals and ensure they are achieved. It involves assessing your current financial situation, setting specific goals, and making smart decisions to reach those goals. This can include developing a budget, forecasting income and expenses, analyzing net worth, establishing an appropriate level of insurance coverage and retirement planning.

Ultimately, the aim of financial planning is to review opportunities and threats in our financial life so that we can take proactive steps toward achieving long-term security.

  • You’ll have a professional who understands finances to help guide you. 
  • A financial planner can help you set realistic goals and stay on track to reach them. 
  • You’ll have someone to help you make important decisions about your money. 
  • You can receive guidance on investments and business methods. 
  • Financial planners can help you protect your assets in case of emergencies. 

Many people have goals related to their finances and these goals can vary significantly in scope. For some, it could be saving a small emergency fund to cover unexpected expenses while larger financial goals include paying off debt, saving for retirement, and building an investment portfolio. Regardless of the size or scope of a financial goal, having a plan is important to make sure you have the resources to reach your targets.

A comprehensive plan should factor in smaller milestones as well as measures that will help you track progress towards your ultimate financial goal. When putting together a plan, it’s also important to stay realistic and adjust if needed as life circumstances change. Moreover, reviewing progress quarterly or annually is an excellent way to ensure you are moving forward with meeting your objectives.

Financial risks come in many forms and vary widely in their severity. Unexpected job loss, economic downturns, inflationary spikes, and changes in taxation can all affect one’s financial standing. Natural disasters or unexpected medical expenses are unlikely but unpredictable risks that pose a significant burden.

Leveraging investments with borrowed money, without fully understanding the risks associated, often leads to long-term damage to financial status as well. Additionally, individuals should be aware of how fraudsters may take advantage of them through online means or phone scams. A comprehensive approach to managing these risks involves effective budgeting techniques, an emergency fund for unexpected expenses, informed decisions when investing and borrowing funds, and constant awareness towards potential fraudulent activities.

Making wise financial decisions is a great way to ensure financial security in the future, but it takes time and knowledge to do it right. In order to make good choices, you need to consider all aspects of your own financial situation. That’s where a financial planner can really help.

A professional will have the resources to research every detail and make tailored suggestions that could save you money in the long run. They will also be able to provide unbiased advice on any matters you are unsure about so that you can rest assured your money is being professionally managed. If handled correctly, enlisting the services of a financial planner could prove very worthwhile in the long term.

If you are unfamiliar with understanding investments and calculating your financial future, it may be beneficial to speak with a financial advisor.

A financial advisor can help develop a comprehensive plan tailored to your unique needs and goals, which could include budgeting, taxes, retirement savings plans, estate planning, and more. Although these services can require an affixed fee or percentage of assets depending on the services offered in your plan, having clarity of direction for both immediate and long-term financial activities can offer peace of mind. Research the credentials of the advisors you are considering so that you feel secure when relying on their expertise and advice.

Taking the time to understand what options are available to you in terms of finances can position yourself dependably into the future.

Be confident about your finances and your future today.

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