Your retirement, planned with confidence

Compass Retirement and Aged Care Advisers provides specialist retirement and aged care financial advice for Australians — wherever you are. We work with clients across the country by video and phone, from our office in Ascot Vale, Melbourne.

Make an Enquiry or call 03 9370 1339
Older couple reviewing retirement and aged care options
CFP® Accredited Aged Care Specialist FAAA member Authorised Representative of Millennium3 Financial Services (AFSL 244252)

Who we help

Whatever stage you're at, we make the big financial decisions clear.

1

Pre-retirees

Planning the transition to retirement — making the most of super and getting your timing right.

2

Retirees

Turning your savings into reliable income, managing the Age Pension, and making it last.

3

Families arranging aged care

Helping you navigate fees, the family home, and Centrelink when a parent moves into care.

How it works

1

Enquire

Send a quick message — no obligation.

2

A quick chat

We make sure we're the right fit for you first.

3

Tailored advice

A clear plan built around your circumstances.

“They made a stressful decision about Mum's care feel manageable — clear, calm and on our side the whole way.”

— A Compass client

Ready to talk it through?

Make an Enquiryor call 03 9370 1339

What Our Clients Say

  • I find Jason and Katrina both knowledgeable and professional with our superannuation needs. When contacted they are helpful and ready to give advice in all areas of financial planning. I don't hesitate to recommend their services to anyone.

    — Trevor L.

  • Jason has been my financial adviser for over 10 years. He is extremely professional and always looking to improve my financial situation. He simplifies the process and is always available for a quick chat with any query I have. I highly recommend Jason.

    — Paul S.

  • Effective and efficient, with my super continuing to grow and stabilise even though monthly drawdowns occur. Jason is honest and prompt in actioning my requests, and I have always found his advice easy to follow, reliable and safe.

    — Colin G.

  • Jason provided a thorough review of our financial situation and worked to give us the best advice to manage and maintain our financial security in our future retirement. Very happy with the excellent service.

    — Linda S.

  • Jason has been my financial adviser for many years. He is authentic and was able to guide me in the right direction to make financial decisions that I believe will set me up well for the future.

    — Joanne D.