Financial Advisor Maroochydore

Want a better

financial future?

We can help you take the first steps to create a more secure financial future. Our Financial Advisors Maroochydore will work with you to create a plan that suits your unique needs.

Discover how Compass Financials Solutions can empower you.

Investing wisely in your financial future is one of the best decisions you can make. We know how overwhelming it can be when navigating financial investment decisions. Our experienced financial advisors at Maroochydore are here to help, offering friendly and reliable financial advice tailored specifically to your needs. Relying on our experts means that you’ll have access to financial strategies to secure your financial future. Whether you’re just starting out or are well into your career, our experts can provide the guidance you need to achieve your financial goals and enjoy peace of mind.

Our tailored investment strategies, insurance, lending, cashflow advice and retirement planning services can help you manage your money and focus on investments align with your risk profile. We provide creative solutions and that’s what makes us the financial advisor Maroochydore residents trust in getting real results.

HELPFUL SUPPORT

Secure your financial future. We make wealth management easy.

Our team has the know how and expertise to help you get where you want to be, both now and in years down to come.

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Your Local Financial Planner

What are the Benefits of Having a Local Financial Advisor?

As a resident of Maroochydore, you have access to some of the highest-quality financial advisors in the country. Our team at Compass Financial Solutions understands that every individual’s objectives and needs are unique, which is why we offer an all-inclusive approach for each client. We focus on more than just investments—we work closely with you to develop an overall plan, from budgeting and debt management to cash flow analysis and life planning. Our financial advisors have years of experience working with clients from different backgrounds, coupled with the industry expertise needed to help you keep focused on your goal.

We can’t wait to talk to you about your financial future. Book a meeting with us today.

Excellent Personalised Service

When it comes to financial planning and investing, one size does not fit all. Every individual’s financial circumstances and financial goals and objectives are unique, so it’s important to ensure each portfolio is tailored to meet the individual's needs. Our expert financial advisers are committed to providing personalised advice and portfolio management.

Objective Advice

Trust is the cornerstone of financial success. Our financial advisors are dedicated to putting your financial interests first in all their advice, always keeping a friendly and reliable outlook.

Holistic Approach

We choose smart solutions tailored to your individual financial needs, taking into careful consideration every aspect of life that could impact your financial future including investments, pensions and social security benefits.

Specific Situation Considered

Get reliable and expert advice that is based on a deep understanding of your individual financial situation. Compared to large national firms, this kind of personalised approach means you can be sure that no matter what unique financial situation you are in, you are getting an effective solution.

You Can Have A Say In What Happens To Your Money

In the financial world, having a reliable expert to access and guide you is essential in ensuring that your money is working for you. When you partner with our financial advisors that are focused on providing service, you know that every dollar you are spending will be closely monitored and invested wisely- giving you the ultimate say in what happens to your hard-earned money!

Your Local Financial Advisor

When considering financial planning, it pays to choose a local financial advisor. Having the privilege of meeting your financial advisor face-to-face puts you at ease when discussing sensitive financial matters. Choosing a financial advisor from a local or regional firm gives you this very opportunity. Larger national firms simply don't have the resources to support in-person meetings and, even if you're comfortable with conducting financial business online, there will likely be times when you'd feel more comfortable addressing financial topics in person. If you live in the area, Compass Financial Solutions’ Financial Advisor Maroochydore is your ideal choice.

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 If you’d prefer to work with a financial advisor in your community.

With our holistic financial advice and planning on different financial areas, we are dedicated to ensuring a better future for you:

In need of local and reliable financial advice? Our Financial Advisor Maroochydore got you covered. Book a meeting here!

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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