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About Compass Financial Management
COMPASS Financial Management offers financial planning advice in Port Macquarie. COMPASS makes it so easy to have all your financial matters taken care of. The multi award winning financial professionals at COMPASS Financial Management work together to achieve the best financial position for you. COMPASS are specialists in financial planning, mortgage broking; aged care advice; and personal insurance advice.
Services
Comprehensive financial planning
Aged care advice
Insurance broking
Insurance advice
Investment advice
Superannuation & retirement advice
Mortgage & finance
Lending advice
Life insurance
Stockbroking
Estate planning
Taxation strategy
Asset protection
Asset purchasing
Income insurane
Succession planning
Cashflow management
Honest, professional & experienced
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Amenities
Ways to Pay
BPay
Cash
Cheque
Direct Debit
EFT
Eftpos
Mastercard
Visa
Licences
Accredited Mortgage Consultants
Certified Financial Planners
Frequently Asked Questions
What the COMPASS financial planning process?
COMPASS advisers have a systematic approach to finding out what your real goals are. We develop your plan, implement it with you, and work with you to achieve your goals. It is similar to planning a holiday; you need to know where you want to go, what you want to do and how you are going to get there..to make the most of the occasion.
What are 5 common financial goals?
There are five common financial goals and they are Pay off your consumer debt, Build an emergency fund, Amass Equity in Real Estate, Put 10% of your pre-tax income away for the long term and Insure against risk.
Compass Financial Management