Compass Financial Solutions Creating & Protecting Wealth
Compass Financial Solutions Creating & Protecting Wealth Caloundra are a group of trusted financial planners who specialise in helping individuals and couples at all stages of life with creating wealth, investment strategies, personal insurance, superannuation/SMSF and retirement strategies.
Secure your financial future. Book a free Create Wealth session today.
Our Services
Wealth Creation
Discover some hints and tips to help you start creating wealth sooner.START CREATING WEALTH
Have you ticked all the boxes for creating wealth?
Investment Strategy
Learn what investment strategies will help you achieve your goals.Not sure what investment strategy is right for you?
Learn what investment strategies will help you achieve your goals.
Personal Insurance
Do you have the right insurances in place to protect your family, home and income?Protect your family.
Do you have the right insurances in place to protect your family, home and income?
Super
Make the most of your super and reach your goals sooner.Is your super saving you tax?
Make the most of your super and reach your goals sooner.
Retirement
So you can fund your ideal lifestyle.Plan your retirement
Plan your retirement so you can fund your ideal lifestyle.
Free 2 Hour Create Wealth Session
See what our clients are saying
“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.”
“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.”
“Arriving from Melbourne in 1994, I looked for the best Accountant in Caloundra and Wardle Partners were recommended to me. Since then, they have guided and advised me through the purchase and sale of residential and investment properties, the share market, a retail business and finally superannuation. Wardle Partners and Compass Financial Solutions support and encouragement enabled me to have the confidence to follow my dreams. I could not have done it alone.”
“My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.”
“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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