Make a Difference

A Client Testimonial

"Financial Planners are the experts - they invest your money the right way. Strategies that suit your own situation is what results from a wholistic approach.

 

You still make the decisions - a professional financial advisor is not a dictator and helps you to make decisions using a consultative process. The final decision is still yours which you can make with confidence having been advised by a professional; you will fully understand the pros and cons.

 

Make the most of what you have is what it's all about, even if you have less, your advisor will maximise it."

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