Superannuation Advice Sunshine Coast

Thinking about your future? Get the most reliable

Super advice

Need superannuation advice Sunshine Coast? We offer superannuation services, financial planning, and more. 

Take control of your future and make the most of your Super

Thinking about how to make the most out of your superannuation? You’re not alone. Millions of Australians are concerned about their super and how to make the most of it. That’s where we in. We offer real, helpful superannuation advice to make sure your money is working as hard for you as possible. We want to help you take control of your future and make the most of your super. With our help, you can relax knowing that your finances are in good hands.

Our experts will help you make sense of all the options available to you and find the best way to grow your superannuation savings.

Superannuation advice Sunshine Coast based consultant

How do I maximise my Superannuation?

Maximising your super is important. Taking a little time now to review your superannuation regularly can help you make sure that you’re getting the best returns possible and that all of your hard-earned money is being managed efficiently.

Doing so means making sure your investments are aligned with your goals and risk profile, staying informed of Government changes and consolidating any accounts held with different providers so that you can take advantage of beneficial features like insurance cover. With just a few simple steps, you can easily maximise the value of your superannuation and be confident of a better financial future.

Achieving your financial goals doesn’t have to be difficult – our team of dedicated financial advisors can help you make the most of your super. Our services are tailored to suit your individual needs and lifestyle. We offer professional advice on a range of topics, such as how to save for retirement and how to protect your family in case of illness or unemployment.

Our advisors will work with you one-on-one to establish a plan that fits your needs and helps you reach them with ease. Take the first step towards maximising your super by seeking the expert advice available at our organisation.

Is Superannuation worth investing in?

Have you ever wondered how superannuation performs over the long term?

Well, the results are in with recent analysis by Chant West, an expert ratings company. They found that superannuation investments have had an average return of 7.3% each year for the past 20 years. This is better than most other types of investments.   

Is Superannuation worth investing in?

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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Why Choose us for expert Superannuation Advice Sunshine Coast?

When it comes to superannuation advice, there are a lot of different options out there. The team at Compass Financial Solutions have:

If you are looking for superannuation advice, allow our team to see how we can assist you. We can provide you with the best advice to ensure your money is working hard for you. Our team understands the complex world of superannuation and wants to make sure you make the most out of your super so you can enjoy your retirement.

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Let us show you how easy it is to build a better financial future using your superannuation.

Contact us today to schedule your Superannuation advice Sunshine Coast.

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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