About Compass
Specialists in retirement and aged care financial advice — helping Australians navigate the most important financial decisions of their lives.
Who we are
Compass is a specialist retirement and aged care financial planning practice based in Ascot Vale, Melbourne. We were founded on the belief that Australians deserve expert financial advice to help them navigate the most important financial decisions of their lives.
Compass is led by Jason Bell, a CERTIFIED FINANCIAL PLANNER® (CFP®) and accredited Aged Care Specialist (ACS), an Authorised Representative of Millennium3 Financial Services (AFSL 244252). A CFP® professional and FAAA member since 2010, Jason brings specialist expertise across superannuation, retirement income, aged care, and Centrelink and DVA entitlements — taking the time to understand your circumstances, goals and values, then building a strategy that works for you.
Conveniently located at Level 1, 271A Mt Alexander Rd, Ascot Vale, we work with clients right across Australia — in person, by phone, or by video.
What you can expect
Specialist focus
Retirement and aged care is all we do — not one service among many.
Plain language
Complex rules explained clearly, so you always understand the why behind the advice.
On your side
We act in your best interests and tell you if we're not the right fit.
Ready to talk to a specialist?
Make an Enquiryor call 03 9370 1339Get in Touch
Send us a message below and a member of our team will be in touch promptly to arrange a no-obligation initial consultation.