3 Best Financial Services in Port Macquarie, NSW

If you are navigating the confusing and emotional journey of Aged Care services for a loved one, don’t try struggling though on your own, I highly recommend speaking to Kellie Seymour at Compass Financial Management. Kellie is a wealth of knowledge, she is compassionate, professional and extremely helpful. She took the worry away for me and gave me simple to understand options so I knew that financially we had taken into consideration my loved one’s best interests. It was an enormous relief at a very difficult time. Her ongoing follow up has also been invaluable in taking one thing off my plate so that I can concentrate on the care of my loved one. Thank you Kellie.

‘Having to place mum into care was daunting to say the least. Contacting Compass Financial was a smart thing to do and the beginning of a valuable partnership. I have greatly appreciated Kellie’s guidance, professionalism and her attention to detail. The transition from home environment to Nursing home has been seamless with all financial communications between Government agencies handled by the Compass.? I would highly recommend Compass for any financial service you would require.

Negotiating with Age Care, Centrelink and heightened emotions dealing with your sick parent, is a very difficult journey. Without Kellie’s help, we just couldn’t have done it! She communicated, advocated, problem solved and assisted us with everything! I couldn’t recommend Kellie more highly!

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Shannon Brown has been a wonderful support for assisting me navigate my way through changing my superannuation. I found Shannon to be honest and friendly through the whole process and I would highly recommend anyone to use his services at Pentagon Wealth Port Macquarie.

We have been working with Shannon and the team at Pentagon Wealth for the last 5 years. We always recommend them to others searching for a financial planner.

Nothing is a problem, Shannon is always available to discuss, advise and explain how our investment portfolios are going. Would highly recommend them to anyone. Which we have!!

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.

A huge thankyou to Lee, Julie and staff from Port Macquarie for all there help with my daughter. Their professionalism and compassion will always be remembered, they went above and beyond their duties.wishing you and your families all the very best. Thank you Sue

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!