Compass Financial Management

COMPASS offers a diverse range of financial services including Financial Planning, Lending & Finance, and Aged Care Advice. We also provide advice on investments, superannuation, insurance, debt management and retirement planning. COMPASS advisers utilise a range of products available, prioritising what best suits their clients' specific needs.

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.

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).

Can you imagine what it would be like to obtain your new home or business with the ease of dealing with professionals who can offer products independently from numerous banks and lenders? At COMPASS Lending & Finance, we work for you, not the banks! Imagine what it's like to have someone to handle all that bureaucracy for you!

Robert & 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.