We work with private clients and business owners to develop strategies to help manage their personal financial affairs as well as to provide the confidence and peace of mind that their financial future is on track.
Financial planning focuses on incorporating tax, insurance, lending, investments, and estate planning into a comprehensive strategy that helps individuals and businesses maximise their assets to reach their financial goals.
It allows you to see where you stand financially and determine what steps you need to take to achieve the financial future you’re looking for. Financial planning assists you in making the most of your hard earned money and identifying potential areas of risk. It will make you more confident in managing your money, savings and investments.
To complement our services in business advice and accounting, iCompass have partnered with Unison Financial Group to offer both our business and individual clients personal financial planning and advice services. This alliance provides additional depth to our offering, ensuring we provide a complete and comprehensive service to our clients.
These wide range of services cater for the varying needs of clients at every stage of their personal lives and business cycles, including:
Get the right advice and support for your Financial Planning needs, contact iCompass on 1300 554 948 or email enquiries@compassdirection.com.au
To discuss your specific requirements please contact iCompass on 1300 554 948 Get in touch, we’ll be delighted to help!
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