COMPASS can assist you with all your Financial needs. We are Certified Financial Planner Professionals able to advise you on all areas regarding Investment Portfolios and Superannuation or Pensions. A COMPASS financial adviser will discuss your personal situation with you confidentially and help you to identify your financial goals. 

We are also Lending Specialists (and Mortgage Brokers) and can assist you with borrowing money for your Home or Investment Property. 


Click on one of the services listed to read more.


Please note that COMPASS lending and finance advice is provided independently of the authority provided by Charter Financial Planning. Therefore, Charter Financial Planning is not responsible for any actions provided by COMPASS lending and finance in relation to these services.

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