About Compass

Clarity on your finances — with your coach alongside.

Finances don't get sorted in one big planning session. They get sorted in dozens of small conversations, decisions and course-corrections over months and years. Compass is the place where those happen.

It's the centralised hub for every Waymaker client — where you and your coach work through your cash flow, goals, home loan, strategies and documents in one view. Nothing scattered across spreadsheets, inboxes and PDFs. Everything connected, everything current, and everything your coach can see alongside you.

What Compass is for:

• Seeing the big picture — your net worth, income, goals and strategies all in one place, at a glance

• Getting clarity — on where your money's going, what's working, and what needs attention

• Moving forward — with the next step always visible, whether that's tightening a category, booking a session, or kicking off a new strategy

Inside Compass:

• Dashboard — your net worth, assets and liabilities at a glance

• Cash Flow — income, bills, investing, spending and a live map of how every dollar moves

• Goals — track your 30-year vision month by month

• Strategies — the plays you're running, from Mortgage Crusher to Super Builder

• Home Loan — scenarios, repayments and our Mortgage Crusher calculator

• Coaching — your core values, habits and mindset work, always at hand

• Streams — short, practical learning tracks on the big topics

• Files — your documents, organised and secure

• Experts — your Waymaker team, plus trusted specialists

What Compass isn't.

Compass isn't advice, and it isn't a replacement for your coach. It's a tool — the one that makes your coaching sessions shorter, sharper, and more focused on what actually matters. The thinking, the decisions and the strategy still happen between you and the people in your corner.

How to login

Client can login via their approved email here: compass.waymakerfinance.com.au