Why the compass in our logo?

“A compass's singular purpose is to tell you what direction you are heading in at all times, which prevents you from getting lost.”
As finance specialists, our role is to assist our clients in “navigating their finance requirements” to arrive at their optimal destination. Compass is also the beginning of compassion, we treat each person as an individual and respect your circumstances and your story.

core Values

Integrity
We’ll always act in your best interests and never prioritise deals based on commission.
Accountability
If we say we’ll do something, we do it. There’s no over promising or under delivering.
empathy
We understand that everyone is human and everyone has a story. Each person's situation is as unique as they are and we will approach them with respect.
Collaboration
It's all about working together to get the best possible outcomes for you.

Daniel j clements

My Part in this Journey
As a Business Advisory Partner in an accounting firm for over 22 years, and working in accounting, taxation & business advisory for nearly 35 years, I have accumulated a wealth of knowledge and experience in helping clients solve problems and achieve great outcomes. In addition to the traditional accounting, taxation and consulting based services, I established and headed our finance and mortgage broking division, which included providing our clients with home and investment loans as well as commercial and equipment finance. We also worked extensively with other finance and mortgage brokers to ensure our clients were delivered the best possible solutions in respect to their finance requirements. This also included consulting to clients, and engaging with lenders on their behalf to navigate the complexity that is inherent in a specialised industry. I like to think that I live by my mantra that life is about experiences and not being limited by fear. I am a firm believer that anything is possible if you just set your mind to it, I have been known for getting things done, finding the right solution for any problem, and taking challenges head-on. As a professional, be it in the accounting industry or as a finance and mortgage broker, I am positive, ambitious, and committed to the well-being of his clients. Valuing honesty and integrity at the highest level in both himself and his clients, Daniel thrives when working with people who share these values. As I leave the accounting and taxation industry behind me to focus solely on Finance and Mortgage Broking , I am driven by the achievement of great outcomes for my clients, Kista Finance, and the network I engaged with. I love working with clients who are passionate about what they do, and invite me to be part of their journey toward success. With our fairly recent move to the Bellarine Peninsula, we are eagerly engaging and becoming involved in what is a great community. Also, on a personal level and in reflecting my values, I have a particular affinity towards charities, especially those that promote humanity and well-being, animals (of course) and nature, and the preservation of our history. I have in the past been involved with a number of different charities, and I am currently the proud Treasurer of the Royal Historical Society of Victoria.