A personal plan
Your aspirations for yourself and your family are unique, so it takes a unique plan to achieve them. When you talk to us, you can be confident you’ll receive a completely personalised financial strategy, individually tailored to reflect your goals, preferences and attitudes towards investing.
A holistic view
We know money is a means to an end, not an end in itself. That’s why we take a holistic view of your life and your finances, including aspects like estate planning that you may have overlooked. Even if you engage us for advice on a specific transaction, we’ll always consider the bigger picture.
A partnership for life
Once your personalised plan is in up and running, we’ll continue to work in close partnership with you and your family to make sure you stay on track. We’ll also collaborate with your other professional advisers, such as your personal banker and your accountant, to provide complete financial care. Our aim is to create a partnership for life, so you can be confident you’ll always have expert support.
A disciplined investment process
We follow a proven process to develop and implement your customised strategy, designed to give you the optimal balance between risk and reward.
Drawing on Odyssey’s extensive research capabilities, we can give you specialised advice on tax-efficient structures and sophisticated wealth management strategies, including trusts, self-managed super, gearing, direct equities and derivative strategies.
We can help you access a diverse range of market-leading investment opportunities, from cash investments and fixed interest to direct equities, IPOs, derivatives and alternative investments.
Transparency and integrity
With a transparent, easy to understand fee for each service we provide, you can be confident that our advice is completely independent and unbiased. And because we never take commissions on investment products, you can rest assured that we always put your interests first.