Compass by Waymaker

Compass is your personal financial planning dashboard from Waymaker Finance — one place to see your whole financial life and move it forward with your coaching team.

Track your net worth, set and monitor long-term goals, follow your tailored strategies, and understand your cash flow at a glance. Model your home loan, work through your core values and money habits, and keep every important document in one secure place.

Compass is designed to be used alongside your Waymaker coach, so the plan on your screen is always the plan you're building together.

What's inside:
• Dashboard — net worth, assets and liabilities at a glance
• Goals — track your milestones over a 30-year horizon
• Strategies — your personalised financial strategies, step by step
• Cash Flow — accounts, income, bills and spending in one view
• Home Loan — calculators, scenarios and your mortgage plan
• Coaching — core values, habits and mindset tools
& more.

Compass is available to Waymaker Finance coaching members. If you're not yet a member, visit waymakerfinance.com.au to learn more.