Compass Financial Solutions

18/12/2025

Christmas Greetings 2025 ✨
As 2025 draws to a close, our team would like to extend our warmest Christmas Greetings to you and your loved ones.
May this festive season be a time of joy, reflection and may the coming year bring you good health, opportunity, and happiness.
We are grateful for your trust and support throughout 2025. It is through these valued relationships that our work becomes so meaningful. We look forward to continuing this journey with you in 2026 — helping you reach new milestones and financial goals.

HOLIDAY OFFICE HOURS
Our office will be closing for the Christmas period from 12:00 pm, Friday 19th December 2025, and will resume normal business hours at 8:30 am, Monday 5th January 2026.

🌟 In the spirit of giving, Compass Financial Solutions has once again contributed to a local charity, Rosies Friends on the Street, helping bring hope and care to people in the community that are in need during this time of year.
From all of us at Compass Financial Solutions, we wish you a Merry Christmas and a Happy New Year.
Regards, the team at Compass Financial Solutions

19/11/2025

Compass Financial Solutions proudly supported the Caloundra Lions Golf Day!
We’re honoured to continue our annual sponsorship of this fantastic event, bringing the community together for a great cause. A big thank you to the Caloundra Lions for organising such an enjoyable day on the greens! Lions Club of Caloundra

18/08/2025

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.

27/06/2025

It was a pleasure attending the Seniors Lifestyle Expo in Caloundra this week. A heartfelt thank you to everyone who stopped by to say hello. Congratulations to Roslyn on winning the prize!

12/06/2025

🌟 Success at Our Exclusive Finance Seminar! 🌟

We are thrilled to announce the outstanding success and fantastic turnout at our recent finance seminar featuring Brian Nash from Merlea Investments. 🎉

Brian provided an in-depth analysis of the current market cycle and discussed key issues affecting both the global and domestic economy. His insights were invaluable, and we are grateful to everyone who attended and contributed to the engaging discussions.

Thank you for making this event a memorable one! Stay tuned for more updates and future events.

25/03/2025

🌟 Kelly attended the Sunshine Coast Business Women’s Network International Women’s Day Breakfast 🌟

This morning, Kelly had the pleasure of attending the Sunshine Coast Business Women’s Network International Women’s Day Breakfast at the Caloundra Events Centre. Alongside over 250 inspiring attendees, Kelly listened to Justine Flynn, Co-Founder of the Thankyou Brand, share her incredible journey in business. It was a morning filled with inspiration, empowerment, and valuable insights. 💼✨

20/03/2025

🌟 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.

04/03/2025

Due to the severe weather conditions expected from Cyclone Alfred between Wednesday evening and Saturday, including up to 1,000mm of rain, flash flooding, and cyclonic winds, we have made the decision to close our office on Thursday 6 March and Friday 7 March 2025 for the safety of our team and clients.

Our team will still be working from home, provided power and internet remain connected. We are available via:
📞 (07) 5492 0350
📧 [email protected]

Please stay safe and take all necessary precautions during this extreme weather event 🌧️🌪️

12/12/2024

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:

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...

10/12/2024

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.

09/12/2024

Last month Compass Financial Solutions was an event sponsor for the Men’s Pelican Fours event!
Please clink the link below to view the event details and more!

Read DECEMBER 2024/JANUARY 2025 by Queensland Bowler on Issuu and browse thousands of other publications on our platform. Start here!

09/12/2024

Wishing Jenna, our exceptional client service manager, a very happy 40th birthday!!! 🥳🎉🎂 We appreciate all that you do!