Compass Financial Solutions in Sunshine Coast, Queensland | Insurance Agent

Compass Financial Solutions

Locality: Sunshine Coast, Queensland

Phone: +61 7 5492 0350

Address: 6 Otranto Avenue 4551 Sunshine Coast, QLD, Australia

Website: http://www.compassfinancialsolutions.com.au

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17.01.2022 $. ? If you’ve ever changed your name or address, or maybe even lost touch with a family member who has since past away, there’s a chance you may have unclaimed money owning to you. Across the country there is about $1.2 billion (that’s billion with a b) in unclaimed money from lost shares, bank accounts and life insurance. TOP CONTRIBUTORS FOR UNCLAIMED MONIES IN QUEENSLAND INCLUDE: Origin Energy... Ergon Energy Telstra Department of Transport and Main Roads Energex Target Australia Singtel Optus Pty Ltd Queensland Government Remuneration Services We encourage you to take a few minutes to search the following sites: https://moneysmart.gov.au/find-unclaimed-money https://www.pt.qld.gov.au//unclaim/search-unclaimed-money/

16.01.2022 For some of us, in terms of estate planning and the management of our affairs, our main focus can often be on drafting a willand putting arrangements in place for assets (e.g. super) that may not be covered by our will. These matters primarily centre on how we would like our affairs managed in the event of our passing. Importantly, thought should also be given to the management of our affairs while we are still alive. With this in mind, below is a brief overview of powers of attorney, and the different types that may be available and their benefits. Continue reading - https://compass.financialknowledgecentre.com.au/kcarticles.

12.01.2022 Compass Financial Solutions and Wardle Partners Accountants & Advisors are pleased to announce that Compass Financial Solutions is now located next door at 6 Otranto Ave, Caloundra. For assistance with loans and insurance requirements, we would like to let you know that our affiliate partners: Fox Finance Group and Your Insurance Broker will also have team members located at 6 Otranto Ave, Caloundra for your convenience should you require any additional services. If you would like to discuss your financial planning, aged care, loans or insurance needs please contact the office on (07) 5492 0350 or visit our new office.

12.01.2022 According to the latest data from the Australian Bureau of Statistics*, when it comes to household wealth: 1. Owner-occupied dwellings are the largest asset held by households, representing a value of $500,600 when averaged across all households, and accounting for 42% of household assets. Super is the second-largest household asset overall, and the largest financial asset, averaging $213,700 per household across all households, and ac...counting for 18% of household assets. Continue reading: https://compass.financialknowledgecentre.com.au/kcarticles. #money #house #Finances #moneytips #retirement #retirementplanning #sunshinecoast #assetprotection #financetips #financecoach #financegoals #FinancialPlanning #financialfreedom #financial #home #assets #financialadvisor #financialeducation

08.01.2022 Last weekend Graham and Andrew supported the Lions Club of Caloundra at their annual Charity Day. It was a great day but best of all it was for a great cause!

05.01.2022 . A superannuation benefit will comprise of one, two, and in some instances, three components: Tax-free component this primarily comprises non-concessional contributions and may also include contributions made under the small business capital gains concessional cap and downsizer contributions. Taxable component taxed element generally includes all other contributions including those made ...by an employer and personal contributions where a tax deduction has been claimed. Taxable component untaxed element. A taxable component-untaxed element may arise where a person is a member of certain State or Commonwealth superannuation fund. An untaxed element may also arise where a member of the fund passes away, their benefit included life insurance, and the benefit is being paid to a beneficiary that is not a dependant for income tax purposes. More on this later! Click on the below to continue reading #money #super #moneygoals #moneymanagement #wealth #retirement #moneytips #wealth #moneycoach #australia #retirement #retirementplanning #retirementlife #retirementplan

02.01.2022 - When devising an appropriate retirement plan, important consideration is given to mitigating certain retirement-related risks, and providing for your lifestyle needs and wants throughout your retirement years. Importantly, there can be several strategies employed in this regard. One such strategy is the three-bucket approach, which involves constructing an investment portfolio with short, medium, and long-term buckets. These buckets aim to leverage t...he relationship between risk versus return (pegged to your specific time-frames and cash flow requirements) while still applying the principle of diversification and risk profiling. Click on the link below to watch this quick video outlining this approach. https://compass.financialknowledgecentre.com.au/kcvideos.ph #wealthmanagement #retirementplanning #retirement #moneymanagement #money #moneytips #moneygoals #moneymatters #moneycoach #sunshinecoast #australia #wealth #retirementsavings #personalfinance

02.01.2022 Due to a telecommunications fault in our area, we are currently experiencing internet and phone issues. Some calls and coming through while others are dropping out. The issue is being resolved as quickly as possible. We apologise for any inconvenience.