Loading...
Compass Financial Solutions Creating & Protecting Wealth2018-06-18T04:26:52+00:00

Secure your financial future. Book a free 2 hour Create Wealth session.

Yes, I want a free session
18 to 35 years creating wealth
Under 35’s
35 to 55 year old creating wealth
35 to 55’s
Over 55 year old creating wealth
Over 55’s

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.

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?

Learn More

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.

Learn More

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?

Learn More

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.

Learn More

Retirement

So you can fund your ideal lifestyle.

Plan your retirement

Plan your retirement so you can fund your ideal lifestyle.

Learn More

Free 2 Hour Create Wealth Session

Learn More

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.”

Damian Webb, Coastline Insurance
Compass Financial Solutions - Testimonial

“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.”

Name with held

“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.”

Joan Kalwig
Compass Financial Solutions - Client Review

“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 Gardiner

“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 Gemmill