07 5492 0350
Sunshine Coast Financial Planners
Worried about your financial future? Our team of Sunshine Coast financial planners
will help you get on track.
Our team of Sunshine Coast Financial Planners are here to help you gain control of your finances and create a plan that will work for you.
Take control of your future today
If you’re feeling like you’re struggling to stay on top of your finances, it’s important to remember that you’re not alone. Many people find themselves in this situation at some point in their lives. Whether you’re dealing with planning for retirement, unexpected expenses, change in circumstances or want to start to grow your wealth, most of us find it difficult to get on track. Our team of Sunshine Coast Financial Planners are here to help you gain control of your finances and create a plan that will work for you.
Whether you’re just getting started and need guidance on budgeting for the first time or have complex investments that need attention, our team has a wealth of experience to draw from. With our experience, you’ll be able to start growing your wealth and achieving your financial goals. They will also help you identify your financial goals and create a plan to achieve them. With the help of our team, we’ll be able to get you on track and feel confident and in control of your finances.
We’ll take the time to understand your unique financial situation and goals, and then create a personalised financial plan that’s tailored to you. Whether you’re looking to save for retirement, pay off debt, or invest for the future, we’ll help you make smart financial decisions that will put you on the path to financial success. With our guidance and support, you’ll be able to achieve your financial goals and feel confident about your financial future.
Let us help you take control of your future today.
We are your trusted Sunshine Coast Financial Planners
We offer Sunshine Coast residents excellent financial planning services. Our team of experts are knowledge, have extensive experience and hold current qualifications. We focus on building trusting relationships with our clients so that we can best understand and help them meet their financial objectives. Our comprehensive scope of services includes strategies, estate planning, wealth creation, retirement planning, debt reduction, risk management and more.
We treat our clients with respect and consideration, delivering tailored solutions to meet your financial needs for both short and long-term objectives. We are committed to providing you with the best service possible by staying abreast of changes in the industry and incorporating new strategies when they become available. With our expert team as your personal financial advisor, you can be sure that your investments are managed with care and insight to ensure maximum returns and future security.
What are our commitments to our clients?
We believe in providing the highest quality service to all of our clients. Our staff take a comprehensive and detailed approach to ensure that we are customizing our services to best suit each individual’s specific financial needs and goals. We continuously strive to go above and beyond when it comes to client care, making sure that all of our clients feel valued.
Our team is always ready to answer any questions you may have and will keep you informed throughout every stage of your financial planning journey so that you always stay up-to-date with what is going on with your finances. Rest assured that when you come to Compass Financial Solutions, you will receive tailored advice from knowledgeable professionals who put customer satisfaction at the forefront of their business.
What are the Benefits of Having a Local Sunshine Coast Financial Planner?
Personalised Service
A local financial planner is the place to go if you're seeking for financial planning services that put your unique requirements first. In addition to being more approachable and available for individualised care, our knowledge of the particular needs of the community will provide you piece of mind in knowing all factors have been taken into account.
Specific Situation Considered
The big national businesses are designed to standardise product recommendations and guidance. Our local team has a one-on-one approach that enables our specialists to create a strategy specifically for you in order to provide you with the individualised counsel that best fits your particular financial position.
Hollistic Advice that fits you
Our primary concern is serving your interests. We fully evaluate your unique situation while making each proposal, and we always maintain perfect objectivity.
You can influence how your money is used.
Make sure you have a voice in where your money is spent by taking charge of your finances! You can collaborate with an independent, seasoned financial advisor who prioritizes customer care to create goals that are uniquely tailored for you.
Local help and support
Selecting a nearby financial planner enables you to interact with the advisor in person. Even if you feel at ease doing business online, there will always be occasions when you want to meet the person offering you advice and have an open discussion.
What Our Clients Say About Us
"
"
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
"
"
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
"
"
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
"
"
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.
"
"
My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.
"
"
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.
We offer a wide range of services specializing in specific areas for your unique needs.
We provide comprehensive financial planning in an effort to secure a brighter future for you:
Request a consultation with Compass Financial Solutions today.
Our Contact Details
Business Hours
Office Location
Office Address:
6 Otranto Ave, Caloundra QLD 4551
Mailing Address:
PO Box 231, Caloundra QLD 4551