07 5492 0350
Financial Advisor Sunshine Coast
Want a Better
Financial Future?
We can help you take the first steps to creating a more secure financial future. Our advisors will work with you to create a plan that suits your unique needs.
Secure your Financial Future
If you’re like most people, you probably have a lot of questions when it comes to financial planning. Fortunately, your personal financial advisor Sunshine Coast team is here to help you. We offer a variety of services that can help you save to achieve your dreams, create income streams for retirement, wealth creation, help with getting your super on the right track, and make the most of your money. We can also offer guidance on investment choices and provide tailored advice to suit your individual circumstances.
So if you’re ready to take control of your finances, contact us today and we’ll help you reach your financial goals.
HELPFUL SUPPORT
Expert advice without the hassle and jargon
- Dedicated financial advisor
- Providing you with tailored expert guidance
- Down to earth real team who care and are there to support you
- Friendly support
Benefits of having a Financial Advisor
When it comes to money, most people would rather not think about it. Unfortunately, this can lead to a lot of problems in the long term. A good financial advisor can help you plan for your future and avoid these problems. Here are some of the benefits of working with a financial advisor:
- 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 particular investments and business methods.
- Financial planners can help you protect your assets in case of emergencies.
Life Stages
1. Starting Up
(Ages 16-28)
You are starting out in the world and anything is possible! Your whole life is ahead of you. This is the best time to set yourself up with some financial goals. This is a terrific moment to start executing a plan to assist you to reach your financial objectives.
We can help you with:
- Repaying any loans through Debt Reduction
- Selecting a suitable super fund for you
- Choosing the right investment options
- Creating a budget and saving scheme
- Creating lifelong, reliable financial habits
Setting long-term goals is best done right now. We can assist you in developing a thorough approach to attain your goals and in identifying clear, doable ones.
2. Progress
(Ages 25-35)
You are ready to set yourself up. This could entail establishing a family, getting married, receiving a promotion, going back to school or opening your own business.
This is the best time to strategise on your financial goals and expand your investments. We can help you with:
- Maximising your super to fit your stage of life
- Structuring investments
- Manage your accounts and avoid debt traps
- Self-managed retirement plans
- Revisiting your investment strategy to achieve your financial goals faster
- Cash flow to be able to start your own business
3. Hectic Years
(Ages 25-55)
Most people at this stage of life have already started family life and have no time to spare, have growing responsibilities, and lots of expenses. It can be gratifying, rewarding, worrying, and stressful all at once. When you’re overwhelmed with everything else, it pays to have a sound financial plan in place as well as a team of pros to help you out and keep you on track.
We can help you with:
- Optimising your super to fit your current life stage needs
- Establishing tax-efficient arrangements
- Financing your children's education or even your own continuing education
- Reducing debt
- SMSF setups
4. Gaining Traction
(Ages 40-60)
You are starting to think about planning for retirement and you suddenly need to consider your retirement future goals. The amount of time you have to prepare for a comfortable and lengthy retirement is quickly running out. Additionally, this is the time when health problems first appear and may limit your potential to earn more money.
We can help you with:
- Optimising your super to fit your current life stage
- Working out what to investment fund into
- Maximising your investment portfolio
- Financing additional education or assisting you in a thrilling job transition
- Estate planning to ensure that a sound strategy is in place
- How to manage your Super
- Possible downsizing, sea change, or tree change
5. Freedom
(Ages 55+)
The glory days of our strength and vigor are over, but the best years are yet to be enjoyed. We want to spend the last chapters of our lives as comfortably as we can, without placing an undue strain on our children and grandkids. We also tend to think more about what we might leave for future generations.
We can help you with:
- Aged care
- Maximise Centrelink benefits
- Dealing with medical costs
- Preserving your retirement fund
- Transferring wealth to your loved ones
- Leaving a legacy
- Estate planning and inheritances
- Wills, powers of attorney, and guardianship arrangements
What Our Clients Say About Us
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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
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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
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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
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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.
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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.
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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.
Your local Financial Advisor Sunshine Coast
Compass Financial Solutions is a team of experienced and professional financial planners who helps individuals and families in and around the Sunshine Coast. We offer services including financial planning, investment advice, retirement planning, debt reduction, wealth creation, estate planning and so much more. Our goal is to help clients achieve their financial goals and provide you with the tools and resources you need to make informed decisions about your finances. We are committed to providing our clients with the best possible service and advice, and we work hard to ensure that they can reach their financial goals.
If you are looking for a financial planner on the Sunshine Coast, we would be happy to meet with you and discuss your needs.
Why Choose Us
When it comes to making important financial decisions, you want to be sure that you are working with the most reliable professionals. That is why Compass Financial Solutions is one of the best Sunshine Coast Financial Planner. With a long history of helping our clients meet their financial goals, and we are proud to offer a wide range of services that can accommodate any need. Some of the reasons why Compass Financial Solutions should be your go-to choice for financial planning:
Our Process
At Compass Financial Solutions we believe that your financial future is worth investing in. That’s why at our firm, clients can access a tailored process to help them achieve their goals and objectives with ease!
Step 1
Initial Contact
Most of our client relationships begin with potential clients contacting us to arrange an initial meeting to discuss their financial needs.
Step 2
Initial Consultancy Meeting
We start by meeting for an initial consultancy appointment. Before we proceed to the next stage we let you know, what our fees will be.
Step 3
Strategy Meeting
To work out your individualised goals and objectives. We will work with you to identify your goals and objectives for us to develop a plan that is targeted to achieving these goals.
Step 4
Develop the Plan
Upon identifying your goals, we then develop a plan which take into account all aspects of life including finance as well as family and work responsibilities.
Step 5
Implementation
The last step involves keeping track of how things go during each stage while providing feedback along the way.
Step 6
Ongoing Review
Review of your strategic plan and ongoing monitoring of process, changes to legislations as well as your circumstances is an ongoing process where recommendations are made where warranted. Depending on your needs, meetings are normally annually or biannual.
Our Services
Financial planning can be complicated and intimidating for many people, especially those who have never taken the time to plan ahead. With the help of our team at Compass Financial Solutions, we can give you valuable guidance that can help you make informed decisions about your financial future.
Wealth Creation
Our wealth creation service is here to help you every step of the way. We offer detailed advice based on your individual circumstances and provide options so that you can make informed decisions. By exploring investment opportunities with our service, you can ensure that your wealth creation goals are maximized with minimal financial risk.
Investment Strategy
Our plan is designed to help you reach your financial goals by investing in a way that's right for you. We take into account your investment objectives, risk tolerance, and time horizon to create a customized portfolio that's designed to help you meet your specific goals.
Superannuation
We are superannuation experts and can provide you with the best advice to ensure your money is working hard for you. We can help you maximise your superannuation returns and take advantage of all the benefits that come with having a self-managed super fund.
Debt Reduction
Compass Financial Solutions offers debt reduction services to help you get out of debt faster. Our experts will work with you to create a custom plan that fits your budget and needs.
Budgeting
With our expertise and guidance, business owners have been able to create and implement successful budgeting that supports their long-term objectives, setting them up for future financial success. We can ensure that your finances are managed properly, giving you the best chance of achieving ultimate success in your business endeavors.
Looking for a Financial Advisor Sunshine Coast based?
Contact us today to learn more about how we can help you.
Our Contact Details
Business Hours
Office Location
Office Address:
6 Otranto Ave, Caloundra QLD 4551
Mailing Address:
PO Box 231, Caloundra QLD 4551