COMPASS Advice Port Macquarie - Port Macquarie, New South Wales

Address: Shop 3-4/158 Gordon St, Port Macquarie NSW 2444, Australia.
Phone: 1300143510.
Website: coastaladvicegroup.com.au
Specialties: Financial consultant, Financial planner, Investment service, Life insurance agency, Aged care, Superannuation consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of COMPASS Advice Port Macquarie

COMPASS Advice Port Macquarie Shop 3-4/158 Gordon St, Port Macquarie NSW 2444, Australia

☎️1300143510

⏰ Open Hours of COMPASS Advice Port Macquarie

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

COMPASS Advice Port Macquarie

Located in the heart of Port Macquarie, NSW, Australia, COMPASS Advice Port Macquarie offers expert financial services to individuals and families.

Address: Shop 3-4/158 Gordon St, Port Macquarie NSW 2444, Australia.

Phone: 1300143510

Website: coastaladvicegroup.com.au

Especialidades

COMPASS Advice Port Macquarie ofrece los siguientes servicios:

Financial consultant
Financial planner
Investment service
Life insurance agency
Aged care
Superannuation consultant

Otras características

Algunas de las características de COMPASS Advice Port Macquarie incluyen:

Apuntamientos en línea
Servicios en el lugar
Parking para vehículos con acceso ruedas trazadas
Entrada y baño con acceso ruedas trazadas
Toiletas
Recomendación de cita
Cita recomendada

Opiniones

COMPASS Advice Port Macquarie tiene 16 reseñas en Google My Business.

La opinión media es de 5/5.

Los clientes han elogiado a la empresa por su experta gestión financiera, su atención personalizada y su capacidad para asistir en momentos difíciles, como la planificación para la vejez y la pérdida de seres queridos.

Algunos clientes han mencionado que han conocido al equipo durante años y han sido una fuente de confianza para sus necesidades financieras.

Una cliente, Diana Poole, ha expresado su confianza en la empresa y ha recomendado que otros la consideren.

En resumen, COMPASS Advice Port Macquarie es una empresa con una sólida reputación en la comunidad, conocida por su profesionalismo, su atención al cliente y su capacidad para ofrecer soluciones financieras personalizadas.

👍 Reviews of COMPASS Advice Port Macquarie

COMPASS Advice Port Macquarie - Port Macquarie, New South Wales

Diana P.

5/5

I have known Warwick, Robert, Michael and the lovely caring team for almost 20 years. During this time they have been the go to for myself, family and friends with sound Financial Management and expertise.
Over the years and changing family circumstances the team at compass have managed our Life insurance, Income protection, Superannuation and Investments, assisted with transition to aged care , loss of loved ones and transition to retirement.

I trust the team at Compass Financial and will continue to so into the future
I strongly recommend the team at Compass Financial

Diana Poole

Tanya L.

5/5

My partner and I are clients of Warwick at Compass Financial Management and we have found him and the team to offer the best possible financial advice for our needs. We have always found Warrick to be extremely knowledgeable, trustworthy, and diligent on all accounts of our financial planning and are extremely happy with our decision to leave our financial affairs in his care.

Ingrid M.

5/5

We have used the Compass finance team for over 20 years..
Their honesty & most importantly, empathy with our financial situation has always been so very caring.
The advice we have received from them over the years has enabled us to have a very happy & comfortable retirement..
If you are seeking professional & caring financial assistance you won’t go past Compass..

Sally N.

5/5

I have been a client of Warwick's at Compass Financial Manager for a number of years now. Warwick is extremely knowledgeable in his field and he and CFM staff have always been unfailingly polite, friendly and helpful. I would have no hesitation in recommending them to anyone. Best move I ever made.

Bundy B.

5/5

I have known Warrick Affleck and the team at Compass Financial Management professionally for a number of years. I have always found Warrick and his team to be professional, courteous, honest, friendly, and up to date with the latest financial planning, structuring and advice.
I have no hesitation at all in recommending Warrick and Compass Financial management for all your financial needs.

Angus C Monday.

Malcolm S.

5/5

My family and I have been clients of Compass Financial Management since 2010. At the outset, we were looking for sound financial advice, independent of the big four banks. With their approach based on independent research, I felt confident I could retire with financial security. I have always found the team at Port Macquarie to be friendly, and accessible. Highly recommended. MJ Simpson.

Jennifer T.

5/5

Honesty, transparency and integrity. These are the 3 words that come to mind when I think about my dealings with Compass Financial Management. As a client for 10 years I have always know my finances are being expertly managed. The staff are friendly and helpful. I highly recommend Compass to all.

David B.

5/5

We have been with Compass for many years now and are the better for having done so. Warrick's guidance has supplied all that we needed in good financial advice. He is on the money and sensitive to our requirements. What more can you ask?