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Why us?

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.

Specialist expertise

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.

More opportunities

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.

Contact Us

Phone (08) 9208 1444
Fax (08) 9208 1451

Unit 10, 10 Whipple Street
Balcatta, WA 6021

Our Philosophy

At Odyssey Financial Services, we believe every client is unique, so we support you with a unique financial plan built around your personal … Read more....

Active advice

Our team has a robust process that ensures your investments are reviewed on a monthly basis and adjusted to be in line with our independant research   … Read more....

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Odyssey Financial Services (WA) Pty Ltd. ABN 88 124 789 635
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254,

Godfrey PembrokeAustralian Financial Services Licensee, Registered Office 105-153 Miller Street, North Sydney NSW 2060.
A member of the National Australia group of companies.

Godfrey Pembroke