Financial Planning Melbourne

Financial planning might include advice surrounding budgeting, investing, superannuation, retirement planning, estate planning, insurance and taxation. Compass advises and works with private clients and business owners, helping them develop strategies to manage personal financial affairs and to provide the confidence and peace of mind they need for their financial future to remain on track. From super consolidation, SMSFs, setting up investments portfolios and more, we’re committed to making sure you and your assets are well protected in the long-term. Speak to our team today and choose from our variety of financial planning Melbourne services. We offer professional financial planning for individuals and organisations across various industries.

Personal And General Financial Planning Melbourne Services

Get expert advice from our financial planners according to your needs. Compass can assess your financial situation and goals, helping you develop a strategy towards long-term financial security for your best interests. We can provide any of the following to help your personal or business finances:

Simple, single-issue advice

advice on one financial issue, for example, how much to contribute to your super, or what to do in the event you inherit shares.

Comprehensive financial advice

develop a thorough financial plan to reach your goals. This covers things like savings, investments, insurance and super and retirement planning.

Ongoing advice

regular monitoring and renewal of your financial plan and affairs.

Want help from our financial advisers? Get in touch with Compass today and we can customise a financial planning strategy that works for you.

Professional Financial Planning To Maximise Your Assets

With professional planning and advice, you’ll be able to see where you stand financially and determine the steps you need to take to secure the financial goals you’re looking for. From incorporating tax, insurance, lending, investments, and estate planning into a comprehensive strategy, you can make the most of your hard earned money, identify potential risks, and maximise your assets. Compass can assist thoroughly with your financial planning to manage your money, savings and investments. We’ve partnered with Unison Financial Group to provide businesses and individual clients the personal financial planning and advice they need. This partnership creates additional depth to the services we offer, ensuring a comprehensive approach and unparalleled quality.
financial planning melbourne

Our Variety Of Financial Planning And Advice Services

Compass offers a broad range of services catered to our clients’ various needs no matter what stage they’re at in their financial lives and business cycles, which includes the following categories:

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


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


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


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


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


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

Get In Touch With Compass Financial Planners Today

Want the right advice and support tailored according to your financial planning needs? Get in touch with Compass on 1300 554 948 to discuss your specific requirements or email Alternatively, simply fill out our enquiry form below and we’ll return to you shortly.

  • This field is for validation purposes and should be left unchanged.

Phone: 1300 554 948
Fax: 03 8677 2851 

Office Address: 
116 High Street, PRESTON VIC 3072

Postal Address:
PO Box 2006, PRESTON VIC 3072