1300 554 948

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.

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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.
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financial planning melbourne

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

Get In Touch With iCompass Financial Planners Today

Want the right advice and support tailored according to your financial planning needs? Get in touch with iCompass on 1300 554 948 to discuss your specific requirements or email enquiries@compassdirection.com.au. Alternatively, simply fill out our enquiry form below and we’ll return to you shortly.

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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.

Phone: 1300 554 948 

Office Address: 
116 High Street, PRESTON VIC 3072

Postal Address:
PO Box 2006, PRESTON VIC 3072

Email: enquiries@compassdirection.com.au