COMPASS makes it so easy to have all your financial matters taken care of. They offer a customised service designed around your financial and lifestyle goals to achieve the best possible outcomes for you. The multi award winning financial professionals at COMPASS work together to achieve the best financial position for you. COMPASS are specialists in Financial Planning, Mortgage Broking; Aged Care Advice; and Personal Insurance Advice.
Services
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.
Reviews (9)
David Bawden
Jan 07, 2022
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Ingrid Moon
Jan 26, 2020
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We have used the Compass finance team for over 20 years..
Their honesty & most importantly, empathy with our financial situation has always been so very caring.
The advice we have received from them over the years has enabled us to have a very happy & comfortable retirement..
If you are seeking professional & caring financial assistance you won’t go past Compass..
Their honesty & most importantly, empathy with our financial situation has always been so very caring.
The advice we have received from them over the years has enabled us to have a very happy & comfortable retirement..
If you are seeking professional & caring financial assistance you won’t go past Compass..
Diana Poole
Jan 20, 2020
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I have known Warwick, Robert, Michael and the lovely caring team for almost 20 years. During this time they have been the go to for myself, family and friends with sound Financial Management and expertise.
Over the years and changing family circumstances the team at compass have managed our Life insurance, Income protection, Superannuation and Investments, assisted with transition to aged care , loss of loved ones and transition to retirement.
I trust the team at Compass Financial and will continue to so into the future
I strongly recommend the team at Compass Financial
Diana Poole
Over the years and changing family circumstances the team at compass have managed our Life insurance, Income protection, Superannuation and Investments, assisted with transition to aged care , loss of loved ones and transition to retirement.
I trust the team at Compass Financial and will continue to so into the future
I strongly recommend the team at Compass Financial
Diana Poole
G. Ck
Jan 01, 2020
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Do not even waste your time with Compass Financial Management. I mostly dealt with Warwick Affleck who was one of the most arrogant, condescending and outright rude people I have ever met in Port Macquarie. I would not trust this man with my screwdriver let alone my finances. I surely hope Warwick Affleck does not represent Compass Financial Management he as a whole but he has turned me off your services and I will be spreading the word amongst my network of friends and family to the poor service received. Reviewing here hoping that others are not fooled by the reviews posted by their own staff
Jennifer Taylor
Nov 28, 2019
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Bundy Bear
Oct 19, 2019
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I have known Warrick Affleck and the team at Compass Financial Management professionally for a number of years. I have always found Warrick and his team to be professional, courteous, honest, friendly, and up to date with the latest financial planning, structuring and advice.
I have no hesitation at all in recommending Warrick and Compass Financial management for all your financial needs.
Angus C Monday.
I have no hesitation at all in recommending Warrick and Compass Financial management for all your financial needs.
Angus C Monday.
Steven Talbot
Jul 24, 2019
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Warrick and his wonderful team at CFM have looked after our family finances for many years now. They provide very friendly, very professional service - and they really do know their stuff!! I have recommended them to friends on a number of past occasions, and would not hesitate to do so again in future. We have the utmost trust in Warrick and his team, and it is very clear to us that client satisfaction is what drives this business.
Malcolm Simpson
Jul 15, 2019
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My family and I have been clients of Compass Financial Management since 2010. At the outset, we were looking for sound financial advice, independent of the big four banks. With their approach based on independent research, I felt confident I could retire with financial security. I have always found the team at Port Macquarie to be friendly, and accessible. Highly recommended. MJ Simpson.
Sally Nicol
Jun 22, 2019
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