Compass Financial Solutions

Compass Financial Solutions Presentation Evening at Pelican Waters Bowls Club 🌟
Kelly and Graham had a fantastic evening attending the presentation night at Pelican Waters Bowls Club.

A heartfelt thank you to everyone at the club for your warm hospitality and for fostering such a strong, community-focused environment. It’s always a privilege to be part of events that celebrate local success and connection.

🌟 Compass Financial Solutions at the Centrepoint Alliance 2025 Partners Conference 🌟

We are proud to announce that our team of advisers are attending the Centrepoint Alliance 2025 Partners Conference. This event features distinguished speakers and industry leaders who are sharing their invaluable insights and expertise.

Our participation in this conference underscores our commitment to continuous professional development and excellence in financial advisory services. We look forward to leveraging the knowledge gained to better serve our clients and enhance our service offerings.

Key to the retirement puzzle is adviser and fund collaboration

Industry funds struggling to get to grips with increasingly complex new retirement income products should collaborate with the broader advice community for help in matching products to retiring members’ needs.

Chant West general manager Ian Fryer told the Professional Planner Researcher Forum that while industry funds are “good at the easy stuff”, such as accumulation due to default options, “they’re not very good at hard stuff”, including assessing and using complex retirement products.

Please click on the article below for more:

Key to the retirement puzzle is adviser and fund collaboration - Professional Planner The needs of members in retirement are highly individualised, and retirement solutions are complex. Matching solutions to members’ needs is a specialised task that most funds are ill-equipped to perform. The Professional Planner Researcher Forum has heard the key to getting it right for members is...

Prepare for Life
Summer 2024-25 🏝️🏖️

In this issue:
Financial wellbeing is a gift worth giving yourself
Helping the kids without derailing your retirement plans
Unlocking success: lessons from the world’s best investors.