Wealth Creation Strategies

To help you build a better

financial future

Wealth Creation strategies can help you build financial freedom and fulfill your financial goals. Contact Compass Financial Solutions to get started.

Personalised strategies tailored just for you​

Most of us want to look for wealth creation strategies to grow our wealth and become financially independent but for most of us building a fortune seems impossible. Luckily, there are many ways to go about building wealth for anyone who is willing to put in the time and effort. It’s not easy to build wealth. It requires hard work, dedication, and self-discipline – all of which are difficult concepts for many people nowadays with their busy lives. But there is hope if you look in the right places. Achieving financial success starts with understanding what you’re doing right now.


Wealth creation doesn't need to be difficult.

Compass Financial Solutions advisors can help you with personalised strategies tailored just for you!

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Why Choose Us?

Exceptional Service

Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

Continuous Support

Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

Knowledge and Experience

Our Financial Advisors are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

Always on Track

We will keep you accountable along the way because we want you to stay on track to achieve your goals.

A Holistic Approach

We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

Ease and Convenience

Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.


Do you know the 3 stages of wealth creation in developing a game plan for the ultimate financial freedom?

Being willing to take the time and effort to seek out alternative ways to get the enjoyment you’re looking for, out of those things and out of those activities in a more affordable manner, can help to ensure that you’re only spending the amount of money you need to get what you want. The freedom to make decisions that are best for us and our family is through financial security. Wealth is power, the more wealth we attain, the more power we have to purchase our freedom in life. It has the power to enrich our lives and the lives of others around us.

1. Frugality

Sustainably lower the basic needs cost to start saving up. A good place to start if you want to save money and live more frugally is to work out where you are spending it. Keep a spending journal to get an understanding of your spending patterns. Write a budget and determine how much you can safely save while still paying for essentials.

2. Seeking Income Growth Potential

You can establish your own business or perhaps search for a commission-based position where you could be very successful if you're looking for income growth opportunities.

3. Seeking Scalable Opportunities

Passive wealth creation opportunities allow money to multiply with minimal effort from you. Traditionally this means creating a portfolio of investments that generate income on their own.

How to get a head start in building your financial freedom?


Ages 18-35

More time to Create and Build Your Wealth

Most people agree that 18 to 35 years of age is an ideal window for starting to create wealth and become financially free. After all, this period represents a crucial time in many individuals’ lives. It’s when we usually leave school or university, move away from home, and begin our careers, professions, and businesses. But while all these changes are happening, it’s important to establish the right financial habits that will set the tone for our wealth-building future. 

Getting on top of debt early on can help minimize the amount owed while saving as much as possible on a regular basis will ensure our wealth continues to grow over time. Time is one’s greatest asset when investing in wealth building!  Consequently, waiting until after 35 years old may decrease reachable wealth potential due to not having enough time to build before retiring – even when making smart investments. Therefore, get an early start to begin growing toward your future financial dreams by beginning investing sooner rather than later!

Ages 35-55

Securing Your Financial Future

Your working years are a crucial time for wealth creation and protection. Although this period of your life can also involve a lot of competing needs, it is worth taking a step back and focusing on wealth building and preservation. This is the phase in which most people have the highest potential earning power, allowing them to better accommodate their financial goals. By leveraging growth opportunities during your working years, you have greater power to ensure that wealth created during this period benefits you in the long-term as well. 

Your efforts today can pay dividends tomorrow when it comes to wealth management and protection. The team at Compass Financial Solutions can help you get your finances organised while helping you to create and protect your wealth.

Ages-35-55 Sunshine Coast Financial Planners
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55 Years Plus

Getting Ready to Retire

Making it to your fifties often means that you have achieved a measure of success both in wealth and your career. With all the demands life puts on us, such as mortgages, children, vehicles, travel expenses and school fees competing for our money, it can be easy to lose sight of wealth creation. Fortunately, help is at hand with the team at Compass Financial Solutions. We understand that this part of your life is about wealth creation and wealth protection and are dedicated to helping you get your finances organised while achieving those goals.

Our team has the experience and expertise to ensure that you will build wealth while making sure your investments are protected with meaningful strategies designed just for you. Don’t try and take on this task alone—with us by your side you’ll discover the joys of financial freedom.

What Our Clients Say About Us

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We feel we are in good hands


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


Everyone is polite and professional


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

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Best advice for our needs


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


Extremely beneficial and professional


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.

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Explains financial matters in a way which I can understand


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



Extremely beneficial and professional


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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Superannuation advisor professionals at Compass financial solutions

What are the benefits of working with us?

Compass Financial Solutions Advisors will consider your risk profile and help you grow an investment portfolio that makes sense for you.

Creating wealth isn’t complicated. You may be surprised how easy it can be with the help of a professional advisor. Compass Financial Solutions has advisors who can work with you one-on-one to create personalised strategies that fit your unique needs and goals.

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 - 5:00 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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