Compass Financial Solutions

A huge thank you to Pelican Waters Bowls Club for having us along for Thursday's games!

Compass Financial Solutions is proud to support our local community and sponsor such a fantastic club. It was wonderful to see so many members enjoying the afternoon, and Kelly was delighted to present the prizes and share a little about how we help individuals and families achieve their financial goals.

Congratulations to all the winners, and we look forward to seeing everyone again soon!

Defining your retirement dream

Reaching retirement age often comes with a long-held expectation: this is finally the time to live the dream. After decades of working, raising a family, paying bills and meeting responsibilities, retirement can represent freedom, choice and the opportunity to focus on what matters most.



But what does your retirement dream actually look like?

news.compassfinancialsolutions.com.au

Prepare for Life
Winter 2026
IN THIS ISSUE:
Investing for the next generation
Retirement income options when markets are volatile
The art of leaning into winter 🧐😊

Great to catch up with Adam from Platinum Removals at The Business Referrals Club this week!
Platinum Removals Sunshine Coast

Hard to believe Platinum Removals is celebrating 10 years on the Coast this August! Clearly time flies when you’re helping everyone else move! 😄 And even crazier to think it’s been 9 years since they moved Wardle Partners and Compass Financial Solutions… we must have more boxes (and a few extra grey hairs) since then!
Awesome to see a local business hitting milestones like this! Congrats, Adam and the team! 👏

Christmas Greetings 2025 ✨
As 2025 draws to a close, our team would like to extend our warmest Christmas Greetings to you and your loved ones.
May this festive season be a time of joy, reflection and may the coming year bring you good health, opportunity, and happiness.
We are grateful for your trust and support throughout 2025. It is through these valued relationships that our work becomes so meaningful. We look forward to continuing this journey with you in 2026 — helping you reach new milestones and financial goals.

HOLIDAY OFFICE HOURS
Our office will be closing for the Christmas period from 12:00 pm, Friday 19th December 2025, and will resume normal business hours at 8:30 am, Monday 5th January 2026.

🌟 In the spirit of giving, Compass Financial Solutions has once again contributed to a local charity, Rosies Friends on the Street, helping bring hope and care to people in the community that are in need during this time of year.
From all of us at Compass Financial Solutions, we wish you a Merry Christmas and a Happy New Year.
Regards, the team at Compass Financial Solutions

Compass Financial Solutions proudly supported the Caloundra Lions Golf Day!
We’re honoured to continue our annual sponsorship of this fantastic event, bringing the community together for a great cause. A big thank you to the Caloundra Lions for organising such an enjoyable day on the greens! Lions Club of Caloundra

Compass Financial Solutions Presentation Evening at Pelican Waters Bowls Club 🌟
Kelly and Graham had a fantastic evening attending the presentation night at Pelican Waters Bowls Club.

A heartfelt thank you to everyone at the club for your warm hospitality and for fostering such a strong, community-focused environment. It’s always a privilege to be part of events that celebrate local success and connection.

It was a pleasure attending the Seniors Lifestyle Expo in Caloundra this week. A heartfelt thank you to everyone who stopped by to say hello. Congratulations to Roslyn on winning the prize!

🌟 Success at Our Exclusive Finance Seminar! 🌟

We are thrilled to announce the outstanding success and fantastic turnout at our recent finance seminar featuring Brian Nash from Merlea Investments. 🎉

Brian provided an in-depth analysis of the current market cycle and discussed key issues affecting both the global and domestic economy. His insights were invaluable, and we are grateful to everyone who attended and contributed to the engaging discussions.

Thank you for making this event a memorable one! Stay tuned for more updates and future events.

🌟 Kelly attended the Sunshine Coast Business Women’s Network International Women’s Day Breakfast 🌟

This morning, Kelly had the pleasure of attending the Sunshine Coast Business Women’s Network International Women’s Day Breakfast at the Caloundra Events Centre. Alongside over 250 inspiring attendees, Kelly listened to Justine Flynn, Co-Founder of the Thankyou Brand, share her incredible journey in business. It was a morning filled with inspiration, empowerment, and valuable insights. 💼✨