Professional Services

Financial planning focuses on incorporating tax, insurance, lending, investments, and estate planning into a comprehensive strategy that helps individuals and businesses maximise their assets to reach their financial goals.

It allows you to see where you stand financially and determine what steps you need to take to achieve the financial future you’re looking for. Financial planning assists you in making the most of your hard earned money and identifying potential areas of risk. It will make you more confident in managing your money, savings and investments.

To complement our services in business advice and accounting, Compass have partnered with Unison Financial Group to offer both our business and individual clients personal financial planning and advice services. This alliance provides additional depth to our offering, ensuring we provide a complete and comprehensive service to our clients.

Compass Accounting

These wide range of services cater for the varying needs of clients at every stage of their personal lives and business cycles, including:

Finance and Lending

  • Home and Investment Property Loans
  • Car and other Vehicle Finance
  • SMSF Investment Lending
  • Equipment Finance
  • Commercial Loans
  • Business Banking

Self-Managed Superannuation Fund (SMSF)

  • Fund Establishment
  • Administration and Recordkeeping
  • Investment Planning and Implementation
  • Compliance and Reporting
  • Investment Lending

Insurance

  • Life and Total & Permanent Disability (TPD)
  • Income Protection
  • Trauma
  • Professional Indemnity
  • Business
  • Workers’ Compensation

Property

  • Home and Residential Investments
  • Off the Plan
  • Property Management
  • Buyer’s Advocacy Support
  • Commercial Property

Advice

  • Strategic Advice
  • Wealth Creation
  • Cash Flow, Tax and Debt Structuring
  • Retirement Planning

Investments

  • Property
  • Shares and other Securities
  • Domestic and International Investments
  • Portfolio Management
  • Industry Leading Investment Research

Legal

  • Estate Planning / Will Preparation
  • Property Conveyancing
  • Self-Managed Super Fund (SMSF) Advice
  • Commercial Contracts and Agreements

Get the right advice and support for your Financial Planning needs, contact Compass on 1300 554 948 or email enquiries@compassdirection.com.au

Get in Touch

To discuss your specific requirements please contact Compass on 1300 554 948
Get in touch using the form below – we’ll be delighted to help!

Get in Touch

To discuss your specific requirements please contact Compass on 1300 554 948, get in touch using the form below – we’ll be delighted to help!