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Cash flow management

As your wealth increases and your financial situation becomes more complex, managing cashflow can become a full-time job. We help you make the most of your cash, maximising the return from your short-term cash holdings while ensuring you have money on hand for investment costs, new opportunities, and your immediate lifestyle needs.

Your personalised cashflow management strategy will help you to:

  • Reduce risk by building high-performing cash investments into your investment portfolio.
  • Maintain liquidity for short-term investment and lifestyle needs.
  • Streamline administration by automating and controlling regular investments and other outgoings, as well as dividends and investment income.
  • Simplifying compliance with the complex rules governing SMSFs, trusts and other structures, through comprehensive transaction tracking and tax reporting.

Cashflow management strategies

Here are some of the cash management strategies we can help you explore, depending on your needs.

Cash accounts and term deposits

Secure, high-performing options for your short-term cash holdings.

Fixed interest investments

Low-risk investments that produce a predictable income over the medium term, including government and corporate bonds.

Income stream strategies

High-yield investments in property, shares and other asset classes, designed to generate a tax-effective income stream.

SMSFs and trusts

Centralised cashflow management for SMSFs and trusts, streamlining reporting and reducing administrative complexity.

Portfolio administration services

Centralised administration and reporting for every aspect of your investment portfolio.

Cashflow analysis and budget management

Structuring your liquidity and investments to balance tax effectiveness, cash flow needs and cash accessibility.

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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Copyright © 2021 Odyssey Financial Services . Wordpress Website by The DMA

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