Comprehensive advice

The primary aim of Compass Wealth International is to ensure that our clients have a robust and effective financial plan in place.

Our core services include:

• Financial Planning 
• Portfolio Construction
• Succession/Legacy planning
• Business Continuity Planning

​

We help our clients create a coherent strategy incorporating existing arrangements, as well as implementing new structures to accumulate the capital required to meet financial goals.

Through careful analysis of our clients' situation, we can plan how best to meet their needs.

This means:

• Using secure, reputable institutions to manage investments
• Investment portfolios tailored with their goals and risk tolerance in mind 
• Flexible investment plans which can change as life develops
• Providing ongoing advice over the entire term of our clients' financial strategy

​