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.
3 Best Financial Services in Port Macquarie, NSW
Expert recommended Top 3 Financial Services in Port Macquarie, New South Wales. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
COMPASS FINANCIAL MANAGEMENT REVIEWS
I have known Warwick, Robert, Michael and the lovely caring team for almost 20 years. During this time they have been the go to for myself, family and friends with sound Financial Management and expertise. Over the years and changing family circumstances the team at compass have managed our Life insurance, Income protection, Superannuation and Investments, assisted with transition to aged care , loss of loved ones and transition to retirement. I trust the team at Compass Financial and will continue to so into the future I strongly recommend the team at Compass Financial.
We have used the Compass finance team for over 20 years.. Their honesty & most importantly, empathy with our financial situation has always been so very caring. The advice we have received from them over the years has enabled us to have a very happy & comfortable retirement.. If you are seeking professional & caring financial assistance you won’t go past Compass..
I have been a client of Warwick's at Compass Financial Manager for a number of years now. Warwick is extremely knowledgeable in his field and he and CFM staff have always been unfailingly polite, friendly and helpful. I would have no hesitation in recommending them to anyone. Best move I ever made.
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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.
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Sat & Sun: Closed
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MORGANS PORT MACQUARIE REVIEWS
I highly recommend the team at Morgans Port Macquarie, they listened to my objectives, offered a number of solutions that met my risk appetite and wealth goals. I chose Port Macquarie despite being based in Sydney as I didn’t want a big corporate, the team are as professional and knowledgeable as you will find and they genuinely cared about my needs. They are flexible about travelling to meet you face to face or via videoconference and worked around my hours.
I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade.
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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.
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Sat & Sun: Closed
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SMARTER FINANCIAL & INSURANCE SOLUTIONS REVIEWS
Stephen offered to look over my superannuation and insurances for me almost 2 years ago. Personally, it was something I was never concerned about, until I actually took the time to speak with Stephen about it. Stephens professional, passionate and caring attitude toward his customers and their livelihoods is comforting and refreshing. Stephen gave me honest and helpful advice, I took out income protection insurance, left my superannuation as it was, and feel relieved and comfortable with the decisions I have made. I have annual reviews with Stephen, that are arranged by his office, and reassure me that everything is where it is and as it should be. I would not hesitate to refer anybody to Stephen or his team. Call Stephen at Smarter Financial now to get the best financial advice for the futures of you and your family.
I have recommended Smarter Financial to my friends and would have no hesitation in doing so again. Lee and his team really know their “stuff”, their ongoing service is amazing! The friendly atmosphere is welcoming, the staff are only to willing to help in any way they can!
I have been associate with Smarter Financial for well over 8 years. I have found all the staff to be professional, polite and very helpful. Lee Riske has always been respectful, professional and very knowledgeable. It has always been a very pleasant experience dealing with Smarter Financial and Insurances.
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