Investment Strategies

We provide effective Investment Strategies so you can reach your

financial goals faster

Looking to grow your wealth and secure your future? We offer sound investment strategies advice suitable to your specific situation.

You can rely on us for expert advice and guidance at any life stages.

You want to make wise investment strategy decisions about your investments, but you don’t have the time or knowledge to do it yourself.  When it comes to investing your money, it can be difficult to know where to begin. There is a lot of information available, and it can be difficult to determine what is the right assets to invest in to help you achieve your goals. That is why Compass Financial Solutions is here for you. We take the time to learn about your financial situation so that we can give you the best investment strategies possible.

Whether you’re interested in investment properties, shares, super funds, collectables, or unsure of what you want, we can help you get started. We’ll walk you through every step of the process and support you every step of the way.

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Why is it important to plan for your Investment Strategies?

An investment strategy is important for people of all ages. It is a common misconception that investment is only for older people with existing wealth. In fact, investment has a place in the financial strategy of people of all ages, whether it is shares, index funds, property investing, or any other type of investment.

There are many different investing strategies that can be employed depending on an individual’s goals and objectives. The most crucial step is to create and follow a plan.

Some basic things to keep in mind when developing an investment strategy include:

Risk Tolerance

How much risk are you willing to take? This will determine the types of investments you make.

Diversification

Don’t put all your eggs in one basket. Spread your investment across different asset classes to minimise risk.

Time Horizon

When do you need the money? This will affect how aggressive or conservative your investment strategy is.

With guidance from the right investment strategy advisor, you can make your money grow and work for you today and in the long run. 

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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What are the benefits of seeking Investment Advice?

When it comes to investing, there are many different strategies that can be employed in order to try and achieve success. Some people choose to go with a more aggressive approach, while others may opt for a more conservative method. No matter your personal style, it’s important to have a solid investment strategy in place before putting any money into the market.

Sound investment advice can provide many benefits, including helping you to:

Diversify your portfolio

Investment advisors can help you to choose a selection of investments that are spread across different asset classes and sectors. This diversification can help to reduce the overall risk of your portfolio.

Choose the right investment products

There are many different types of investment products available, ranging from shares and bonds to managed funds and exchange traded funds (ETFs). An investment advisor can help you to choose the right mix of products for your individual circumstances.

Access professional expertise

Investment advisors have access to a wide range of research and information which they can use to make recommendations. This professional expertise can be extremely valuable, particularly if you don’t have the time or resources to do your own research.

Monitor your investments

Investment advisors can help you to monitor your investments and provide regular reports on their performance. This ongoing monitoring can help you to make sure that your portfolio is on track to achieve your investment goals.

Make changes to your portfolio

As your circumstances change, your investment advisor can help you to make appropriate changes to your portfolio. For example, if you get married or have children, your advisor can recommend changes that will help you to meet your new financial goals.

Review your investment strategy

Investment advisors can also help you to review your investment strategy on a regular basis. This review process can ensure that your strategy is still appropriate for your circumstances and that it is achieving your desired results.

Avoid scammers

In this day and age, one of the biggest problems many investors face is scammers, who have become increasingly sophisticated. As licensed financial advisors our team only deal with appropriately registered entities.

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Why Choose us as your Investment Strategies Advisor in Sunshine Coast?

If you’re like most people, you have financial goals that you want to achieve. But it can be challenging to figure out how to get there. That’s where our investment strategy plans can help.

Our plan is designed to help you reach your financial goals by investing in a way that’s right for you. We consider your investment objectives, risk tolerance, and time horizon to create a customised portfolio that’s designed to help you meet your specific goals.

We also offer ongoing support and guidance so you can stay on track and adjust as needed along the way. So whether you’re looking to save for retirement, a child’s education, or some other goals, we can help you get you to your goals.

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Don't wait any longer, get in touch today and start on the path to financial success!

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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