3 Best Financial Services in Port Macquarie

Here’s The Deal:
COMPASS financial management simplifies the management of all your financial affairs, providing a tailored service aligned with your financial and lifestyle objectives to achieve optimal outcomes. Robert de Lepervanche serves as a partner in this endeavour. The award-winning financial professionals at COMPASS collaborate seamlessly to secure your best financial position. Specializing in Financial Planning, Mortgage Broking, Aged Care Advice, and Personal Insurance Advice, COMPASS is well-equipped to address all your financial needs. As Certified Financial Planner Professionals, they offer guidance on various aspects, including Investment Portfolios, Superannuation, or Pensions. A COMPASS financial adviser ensures a confidential discussion about your personal situation, aiding in identifying your financial goals. Additionally, serving as Lending Specialists and Mortgage Brokers, they can assist you in obtaining funds for your Home or Investment Property.

UNIQUE FACTS:
• Comprehensive Financial Advice.

Here’s The Deal:
Morgans Port Macquarie takes pride in providing high-quality financial advice driven by strategy, not product. Owned and managed by local advisers, the firm operates without interference from banks or fund managers, eliminating potential conflicts of interest. The mission of Morgans Port Macquarie is to help clients make the most out of life. They believe in everyone's potential for success and confidently assist individuals on their journey. Initially, the focus is on empowering clients to feel in control of their finances by understanding the correlation between life and money, aiding in establishing life goals and objectives. Through excellence in services such as stockbroking, financial planning, and superannuation advice, they contribute to clients' confidence in having sufficient funds to support their desired lifestyle. Morgans Port Macquarie's professional team is dedicated to delivering a personal approach and the highest quality advice, fostering great confidence among their clients.

UNIQUE FACTS:
• 200 Years Of Combined Financial Services.
• Over 40 Tertiary Related Qualifications.
• Owned And Managed By Local Advisers.

Here’s The Deal:
Smarter Financial & Insurance Solutions employs a distinctive, comprehensive approach to your goals, aiming to provide innovative solutions. While they are a small but growing company, their exceptional staff brings expertise, each passionately dedicated to their roles. Operating from Port Macquarie, they extend their assistance to clients through satellite offices in Wauchope and Taree. The primary focus of Smarter Financial & Insurance Solutions is to guide you successfully through the financial maze, aiding in managing priorities and understanding and achieving your personal financial goals. Their skilled and experienced team offers a range of services tailored to each client's unique financial situations. The advice provided is geared towards proactive, long-term financial security. Specializing in financial planning and insurance services, their team is ready to assist during significant life events, such as managing crucial financial decisions or planning for parental care. They are available to discuss your needs at a time that suits you.

UNIQUE FACTS:
• Experienced Team.