“The 4 Points of the Compass”
We strongly believe in the soundness of the strategies that our clients pursue. These strategies include paying off their home mortgage quickly, reducing and better utilising their tax dollars, providing private and tertiary education for their children and achieving financial freedom and independence in their retirement years through better and smarter use of superannuation.
Financial Advice
Government legislation in respect to tax, superannuation and general retirement issues is subject to constant change and is often complex and confusing. We are able to offer briefings and newsletters reviewing these issues and depending on your needs will ensure access to competent professionals.
Property Selection & Management
Property investment has been one of the most consistent investment performers in Australia for more than 60 years and continues to be the investment of choice for those looking for a safety and security with high growth. This safety and security are enhanced by excellent tax minimisations provisions and high capital growth of an appreciating asset. Why would you invest in anything else?
Property is the investment option that makes sense and there are certain criteria we must follow to ensure a successful investment. At Compass we take care of this for you.
Finance
At Compass we source or provide the very best funding solution for each individual client. We have a depth of property-not just finance-expertise, ensuring that the financial foundation of your property investments is as solid as the bricks and mortar you build on it.
Mentoring and Support
The Compass Program is an ongoing process of mentoring and access to ongoing assistance in your wealth creation program. We work with you to target wealth creation and lifestyle goals. Once you have mastered your personal finances via our monthly reviewsyou graduate to an annual review of your goals with theCompass Program.We review your investment’s performance, future potential for capital growth and rental potential. Risk issues and investment opportunities are reviewed.