FINANCIAL PLANNERS IN PORT MACQUARIE 

 

 

What are your goals?

Wealth and financial security doesn't just happen - both require careful financial planning. Primarily we will identify your important goals and how close you are to achieving them. Your advisor will then help you build and manage a strategy with advice to turn your goals into reality!

 

Your Financial Planner will work with you on strategies to build your wealth accumulation; wealth protection; and wealth distribution (Estate Planning).

 

At COMPASS, we believe our objectives are clear: "Our Goals are to help you achieve yours"

RETIREMENT PLANNING

 

Achieving "financial freedom" is different for everybody. How would you feel if you reached retirement and realised that you didn't have enough money to sustain you for the 20 to 30 years into retirement? COMPASS Plan with you to structure your retirement goals and achieve your retirement nest-egg.

 

Have you looked at the "Transition To Retirement" (TTR) which is a pre-retirement, tax effective planning strategy?

 

Contact us about Superannuation advice: Retirement Planning; or the tax effective strategy called "Transition to Retirement (TTR)"

UNFORSEEN CIRCUMSTANCES

We also help develop your plans to overcome unforeseen circumstances in life... such as living too long, dying too soon or becoming disabled.  COMPASS provides advice to develop protective structures around you and including effective insurance solutions. Financial Planning Advice in Port Macquarie is provided by CERTIFIED FINANCIAL PLANNER Professionals who hold the highest qualifications and many years of experience.

 

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PROTECTING YOUR FAMILY

Can you imagine what would happen to your family if you could no longer support them following unforeseen circumstances such as death or disablement ?

Whatever your goals are, COMPASS provides strategies & advice to achieve them.

 

Insurance Advice in Port Macquarie is provided by Accredited Insurance Specialists.

 

COMPASS provides advice to develop protective structures around you and including effective insurance solutions.

 

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AGED CARE ADVICE

Warrick & Robert are Accredited as "Aged Care Advice Specialists" in Port Macquarie. Entry into Aged Care or "nursing homes" is a complex and difficult time for all the family members involved. We successfully help you to reduce the fees that the Aged Care facility charge and we help you to maximise Centrelink support. 

 

We understand the complex issues involved when you or your loved ones enter into Aged Care. We have had first hand experience in advising clients and our own family members on what to do. There are many decisions to consider and making the wrong choice can increase the fees you are charged in accordance with the rules. It may also result in reduction or even removal of your Centrelink payments. So seeking advice will help you to make the right decisions. We help you through the difficult process to remove the worry that you go through.

Any advice on this website is general in nature and does not take into account your personal circumstances, objectives and needs. Therefore, before making a decision, you should consider the appropriateness of the advice with regard to those matters. Please see our Financial Services Guide for more information.

COMPASS financial management (A.B.N. 43 235 905 061) is an authorised representative of Charter Financial Planning Ltd, Australian Financial Services Licensee

 

      02 6583 2211