Odyssey Financial Services led the financial planning industry by introducing a completely transparent fee-for-advice model, and we continue that tradition today. When you engage us, we’ll explain upfront exactly what services we’ll provide and what they will cost, acting only when we have your written approval. Your first meeting with us is absolutely free, with no ongoing obligation to use our services.
Because we’re an independently owned business, you can be confident we’ll only recommend investments and financial products that are in your best interests. Most importantly, we never take commissions on investment products from the financial institutions that provide them.
Initial consultations at Odyssey Financial Services are at no cost or obligation to you. They provide you with an opportunity to meet your financial adviser, discuss your goals and objectives, and obtain a more detailed overview of our expertise and services.
All fees and commissions are individually quoted and agreed between you and your financial adviser in advance. Our belief in transparent fees means that we disclose all our fees to you.