What’s your vision for the future? At Odyssey Financial Services, we help bring your vision to life with a holistic financial plan structured around your aspirations for yourself and your family.
Odyssey Financial Services is an Australian financial services firm of financial planners and finance brokers, who are dedicated to assisting clients to achieve their dreams. Since 2007, our clients have placed their confidence in the skills and experience of Odyssey’s team, to advise them on a wide range of financial services.
Our Holistic Planning
What’s your vision for the future? At Odyssey Financial Services we help bring your vision to life, with a holistic financial plan structured around your aspirations for yourself and your family. We take the time to develop an in-depth understanding of your current situation, your resources, your attitude towards risk, and your plans for the future. Then we develop tailored strategies to match. So you can enjoy life today and tomorrow, confident that your financial security is in good hands.
In today’s uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you’ve worked so hard to build. At Odyssey we combine the best research, the best people and the best strategies to help you build on your success. Harnessing the resources and market insights of one of Australia’s leading financial services groups, we’ll develop a personalised financial plan to help you create wealth for tomorrow, while enjoying life today.
High Net Wealth Specialist
Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most of your growing wealth and safeguard the prosperity you’ve worked so hard to create.
At Odyssey Financial Services we specialise in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialised strategies including trusts, self-managed super, gearing and tax-effective investments. So you can enjoy life now, while building on your success in the future.
Partnership and Empowerment
Taking control of your financial future doesn’t have to mean doing everything by yourself. At Odyssey Financial Services, we work in partnership with you and your family to understand your aspirations for the future and create a personalised financial plan. You’ll benefit from our experience and expertise in specialised wealth creation strategies, including trusts, self-managed super, gearing and tax-effective investments. So you can take control of your financial future, while still making the most of life today.