Why Compass?

Focused on what matters to you

Compass Financial Group was established in 2009 with a simple goal: to create a different kind of financial planning practice — one focused on providing clear, practical advice and building genuine, long-term relationships with clients.

From the beginning, the focus has been simple: put clients first, take the time to understand their circumstances, and build relationships that last.

Starting Compass was a leap of faith. I had the experience to back myself, a genuine passion for financial planning, and a desire to build something of my own. With our first child also born in 2009, it was a year of change, opportunity and new beginnings.

Seventeen years on, I’m proud of what we’ve built and deeply grateful for the clients who have trusted us along the way.

What hasn’t changed

The business has evolved since 2009. Our principles haven’t.

We believe financial advice should be personal, practical and independent — focused on your circumstances and the things that matter to you.

And because life doesn’t stand still, neither should your financial plan. We believe in building long-term relationships and providing advice that evolves with you.

It’s a simple philosophy, but one that continues to guide everything we do at Compass.