Financial Adviser - Jason Pearce

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Welcome

Hi, I’m Jason Pearce, a licensed Financial Adviser and Business Development Manager at Compass Wealth Solutions. I help Australians take control of their finances with clarity, confidence, and a forward-looking plan that reflects what matters most to them.

My Story

I’ve spent over a decade in financial planning, working with people at all stages of life — from first-time investors to families building wealth, through to professionals looking to secure their retirement. My own journey has taught me that good advice is about much more than money. It’s about creating freedom, reducing stress, and giving people the confidence to make decisions about their future.

Who I Work With

Most of my clients are professionals and families aged 35–55 who are serious about building wealth but often feel “stuck” when it comes to strategy. Many are deposit-challenged for property, others want to use their superannuation more effectively, and some just need someone to make sense of investments and risk. Wherever you’re starting, my role is to simplify the complex and show you the possibilities.

Areas of Advice: I focus on strategies that give people choice and control:

Superannuation and retirement planning

Self-managed super funds (SMSFs) and property strategy

Investment portfolio construction

Cash flow and debt management

Risk protection (personal insurance)

Each of these areas is important on its own, but when we integrate them into a clear, step-by-step plan, clients see real progress toward their goals.

My Philosophy

Advice should always be in your best interests, transparent, and easy to understand. I don’t believe in cookie-cutter strategies or jargon. My job is to walk alongside you, provide clarity, and make sure every recommendation aligns with your goals, values, and lifestyle.

What You Can Expect

Our work together starts with a simple conversation. From there, I’ll guide you through the process — from understanding your current position, to building tailored strategies, to reviewing and adjusting as life changes. Think of it as having a coach in your corner for the long game.

Let’s Talk

If you’d like to explore your options — whether it’s building a stronger retirement, investing through super, or just getting a second opinion on your financial direction — I’d love to hear from you. The first step is a chat, and it could make all the difference for your future.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

When it comes to financial advice, I believe transparency is essential — especially around fees. Money conversations can already feel complex, and the last thing you need is uncertainty about what you’re paying for.

My approach is simple: we’ll always discuss costs upfront, so you know exactly what to expect before we do any work together. There are no hidden surprises or fine print. The level of fees depends on the scope and complexity of the advice you need. For some clients it might be a straightforward strategy review, while for others it involves a more detailed, ongoing partnership to manage investments, super, insurance, and property strategies.

I also make sure that fees are aligned with the value you receive. Whether it’s clarifying your financial direction, structuring your super, managing investments, or planning for retirement, my goal is to ensure you feel that the advice more than pays for itself in peace of mind, confidence, and long-term outcomes.

If you’d like to understand how advice might work for your situation, I’ll walk you through the process step by step, including the fee structure, before you make any decisions. That way, you can move forward knowing you’re fully informed and comfortable with the investment you’re making in your financial future.