Port Macquarie’s Leading Financial Advisers and Planners
Experience unparalleled ease in managing your financial affairs with Compass Advice Port Macquarie. Our customised services are meticulously tailored around your unique financial and lifestyle aspirations, ensuring optimal outcomes that resonate with your goals.
Our Services
Financial Advice Services available in Port Macquarie
Superannuation Advice
Retirement Planning
Investment Advice and Wealth Management
Insurance Advice
Aged Care Advice
Tailored Financial Advice for your Financial Success
While some may label us as being in the ‘Lifestyle Business,’ we prefer to see ourselves as enablers of your aspirations. At Compass Advice, we go beyond mere financial objectives; we’re dedicated to helping you achieve your qualitative goals and your ideal lifestyle.
Whether it’s fulfilling your travel bucket list, spending quality time with loved ones, buying your dream home, or planning for a worry-free retirement, we’re here to support you every step of the way.
At Compass Advice, the community is at the heart of everything we do. For years, we’ve actively contributed to our local community by supporting various boards and committees, sponsoring local sports groups, and partnering with charitable organisations. Through our ongoing commitment to organising fundraisers and fostering community prosperity, Compass Advice has played a pivotal role in enhancing the well-being of Port Macquarie and its residents.
Our Team
Meet the Port Macquarie team
Secure Your Today, Shape Your Tomorrow: Premium Financial Advice You Can Trust.