Xero accounting software - Gold Partner Logo
              P: (07) 5492 0300

NOW LOCATED AT 8 Otranto Ave, Caloundra
Financial Planning



Click here for more...
Wardle Partners
Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

The experienced team at Compass Financial Solutions, the dedicated financial planning division of Wardle Partners, can discuss your financial options with you and provide a three-stage service in financial planning that includes:
  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing financial position review and management

A variety of planning services are available:

  • Income and cashflow management
  • Wealth creation & Investment strategies
  • Superannuation
  • Tax minimisation strategies
  • Insurance and lifestyle protection
  • Retirement planning
  • Wills/estate planning
Compass Financial Services provides comprehensive insurance needs review and ongoing management, including the most important process of ensuring you receive your insurance benefits hassle free and in a timely fashion at claim time.

Don't take unnecessary risks with your future! Allow the professionals at Compass Financial Solutions to guide you towards achieving your financial goals.

Even if you think your plan and investment strategy is effective, we may just surprise you by undertaking the FREE financial heath check


Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.
 

Back to Services