Compass Financial Solutions in Sunshine Coast, Queensland | Financial planner

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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24.01.2022 Graham, Kelly & Andrew are having a wonderful and insightful day today at Centrepoints Masterclass.

23.01.2022 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!

22.01.2022 . The Great Australian Dream has been a long held belief that home-ownership can lead to a better life and is an expression of success and security. For most Australians, home-ownership is achieved through saving a deposit and funding the balance via a home loan from a lending institution, such as a bank, building society or credit union. Whilst the home loan agreement may help you enter the housing market sooner, as opposed to waiting... to save a sufficient amount to purchase outright, it’s important to remember that this will most likely be the largest debt that you pay off in your lifetime. As such, it’s vital to take a proactive approach when it comes to paying off your home loan. This will help you to not only reduce the amount of interest that you pay, but also decrease the life of the loan so that your cash flow can be freed up sooner and be targeted towards other areas, such as saving and investing for the future. Please click on the following link to watch the video. https://compass.financialknowledgecentre.com.au/kcvideos.ph . . #money #success #home #loan #homeloan #gettingahead #investment #motivation #wealth #finance #investing #rich #lifestyle #financialfreedom #life #goals

21.01.2022 Are you or someone you know ? During retirement, we may draw upon one or more sources of income to fund our retirement years. These sources can be retirement savings (super and non-super), potential social security entitlements, and income from work.... In terms of drawing upon income from work, this appears to be increasingly more prevalent. For example, when looking at the long-term data* on the workforce participation rate for Australians aged 65 and older...click on the article below to continue reading.

21.01.2022 The below illustrates borrowing power and the importance of understanding the difference between potential borrowing power (generalised assessment) and actual borrowing power (personalised assessment). https://compass.financialknowledgecentre.com.au/kcvideos.ph . .... #money #borrowing #business #entrepreneur #success #motivation #bitcoin #forex #cash #investment #wealth #finance #property #investing #trading #luxury #rich #invest #lifestyle #cryptocurrency #financialfreedom #entrepreneurship #crypto #goals See more

20.01.2022 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

19.01.2022 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.

14.01.2022 When buying something do you base your decision on price? If so, do you go for the cheapest, the most expensive or somewhere in between? The video in the link below explores how we perceive items based on the price. If you are anything like our team, watching this National Geographic experiment will leave you wanting some cake :) https://compass.financialknowledgecentre.com.au/kcvideos.ph . . #money #entrepreneur #success #motivation #price #investment #wealth #finance #investing #trading #invest #lifestyle #financialfreedom #life #business #entrepreneurship #goals #consumerism #valueformoney #expectation

13.01.2022 $. ? 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/

13.01.2022 . As part of the Superannuation Improving Flexibility for Older Australians Measure, from 1 July 2020 the draft regulations allows you to: make voluntary concessional and non-concessional super contributions without meeting the work test if you are younger than 67 receive spouse contributions if you are 75 years old or younger.... You must still meet all other eligibility criteria. If you would like to find out more please do not hesitate to contact Compass Financial Solutions on (07) 54920350 or [email protected] . . #smsf #supercontributions #superannuation #money #retirement #retire #retirementplanning #retirementplan #retiring #super #business #smallbusiness #startup #businesstips #smallbusinessowner #sunshinecoast #caloundra #Australia

12.01.2022 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.

11.01.2022 . 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

08.01.2022 Let's talk about -- . On 11 March 2020*, we provided information for the first time on an unfolding event, the COVID-19 pandemic. At that time, globally, there were a reported 119,096 cases, 4,284 deaths, and 65,765 recoveries. And, nationally, there were a reported 107 cases, 3 deaths, and 21 recoveries.... Fast-forwarding now to 12 June 2020*, globally, there are a reported 7,493,514 cases, 420,993 deaths, and 3,530,633 recoveries. And, nationally, there are a reported 7,287 cases, 102 deaths, and 6,772 recoveries. To continue reading please click on the article or the following link - https://compass.financialknowledgecentre.com.au/kcarticles.

08.01.2022 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.

05.01.2022 - 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