Financial Planning Melbourne

iCompass delivers business financial planning solutions for various sectors. From accounting strategies to operational financial planning, we can help business owners develop tailored solutions for their organisation no matter the industry. We also work with Unison Financial Group to account for other personal financial planning areas in addition to our scope in SMSF and superannuation.

As financial planning might include advice surrounding budgeting, investing, superannuation, retirement planning, estate planning, insurance and taxation, we strive to provide a comprehensive service with our network of specialists. So whether you’re looking for business or personal financial planning services, we can help you take control of your investments and ensure your assets are well-protected in the long term.

Personal And General Financial Planning Melbourne Services

Advice from expert financial planners can be invaluable. iCompass can go over your financial situation and goals, and develop a strategy for long-term financial security. With our collaboration with Unison Financial Group, we can provide you with any of the following services for your personal or business finances:

Simple, single-issue advice

Advice on one financial issue, for example, how much to contribute to your super, or what to do in the event you inherit shares.

Comprehensive financial advice

Develop a thorough financial plan to reach your goals. This covers things like savings, investments, insurance and super and retirement planning.

Ongoing advice

Regular monitoring and renewal of your financial plan and affairs.

Get in touch with iCompass today for a custom financial planning strategy that works for you.

Professional Financial Planning To Maximise Your Assets

With professional planning and advice, you’ll be able to see where you stand financially and determine the steps you need to take to secure the financial goals you’re looking for. From incorporating tax, insurance, lending, investments, and estate planning into a comprehensive strategy, you can make the most of your hard earned money, identify potential risks, and maximise your assets. iCompass can assist thoroughly with your financial planning to manage your money, savings and investments. We’ve partnered with Unison Financial Group to provide businesses and individual clients the personal financial planning and advice they need. This partnership creates additional depth to the services we offer, ensuring a comprehensive approach and unparalleled quality.

Our Variety Of Financial Planning And Advice Services

iCompass offers a broad range of services catered to our clients’ various needs no matter what stage they’re at in their financial lives and business cycles, which includes the following categories:

Finance and Lending

Home and Investment Property Loans

Car and other Vehicle Finance

SMSF Investment Lending

Equipment Finance

Commercial Loans

Business Banking

Self-Managed Superannuation Fund (SMSF)

Fund Establishment

Administration and Recordkeeping

Investment Planning and Implementation

Compliance and Reporting

Investment Lending

Insurance

Life and Total & Permanent Disability (TPD)

Income Protection

Trauma

Professional Indemnity

Business

Workers’ Compensation

Property

Home and Residential Investments

Off the Plan

Property Management

Buyer’s Advocacy Support

Commercial Property

Advice

Strategic Advice

Wealth Creation

Cash Flow, Tax and Debt Structuring

Retirement Planning

Investments

Property

Shares and other Securities

Domestic and International Investments

Portfolio Management

Industry Leading Investment Research

Legal

Estate Planning / Will Preparation

Property Conveyancing

Self-Managed Super Fund (SMSF) Advice

Commercial Contracts and Agreements

Frequently Asked Questions

What is a financial consultant?

A financial consultant is a professional who provides advice and guidance on financial matters to individuals, businesses, and organisations. Financial consultants typically have experience in one or more areas of finance, such as investment banking, accounting, insurance, and risk management. Our financial consultant Melbourne services includes financial reporting, lending, investment, insurance, business advisory services and more. We provide independent advice tailored to your exact needs to give you developed specialist knowledge and support for your financial objectives.

Why would I need a financial consultant?

An independent financial consultant can provide you with unbiased advice and guidance on a wide range of financial issues, including:

Investment strategies
Retirement planning
Estate planning
Tax planning
Insurance coverage

How do I choose a financial consultant?

There are a few things to consider when choosing a financial consultant, such as:

Do they have experience in the areas you need help with?
Are they independent or tied to a particular financial institution?
How are they remunerated (e.g. commission, fee-for-service, salary)?
Do they have any conflicts of interest?

What should I expect from a financial consultant?

A good financial consultant should:

Listen to your needs and goals
Explain things in plain English
Tailor their advice to your individual circumstances
Be available when you need them
Regularly review your situation and update their advice accordingly

What can financial planners do for me?

Financial planners can provide a range of services, including:

Helping you set financial goals
Developing a budget
Identifying ways to reduce your expenses
Finding ways to boost your income
Providing advice on investments and superannuation
Preparing for retirement planning

Why choose iCompass?

If you're looking for certified financial planners in Melbourne, iCompass is a great choice. Our financial planners are highly experienced and can provide you with tailored advice to suit your individual circumstances. We're also available when you need us, and we regularly review your situation to ensure that our advice is up-to-date. Our goal is to help you take control of your financial decisions so you can reach financial independence.

What will it cost me?

The cost of financial consultant services can vary depending on the complexity of your situation and the type of advice you need. However, we believe that everyone deserves access to quality financial strategies, which is why we offer a free initial consultation. We'll then provide you with a proposal outlining our fees for ongoing services.

How often will I need to meet with my financial planner?

This will depend on your individual circumstances and goals. We generally recommend meeting with a certified financial planner from our team at least once a year to review your progress and make any necessary adjustments to your plan. However, we're always available if you need us and will proactively reach out if we feel like your situation has changed or if there have been any major changes in the market.

What should I bring to my first meeting?

You'll need to bring some basic information about your finances, including your income, debts, assets and any investment accounts you may have. It's also helpful to come prepared with your financial goals. If you're not sure what these are, don't worry. Our financial planners can help you figure that out during our meeting.