Getting the right financial planning advice to meet your life's goals
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WHY ODYSSEY FINANCIAL?
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan. Unfortunately, life is a little more complex.
Yet many of us resist seeking advice and often decide to manage our financial affairs ourselves. Financial planning is a specialist profession and you should make sure that you’re getting advice from a properly qualified person.
A financial planner will help you reach your goals; even if retirement may seem a lifetime away, or around the corner. The sooner you start planning the more likely you’ll be to achieve financial independence and peace of mind.
Our planners follow a six-step process that makes financial planning very straightforward.
1. Complimentory Financial Planning consultation
2. Indentify your goals and objectives
3. We'll take a close look at where you stand financially
4. Prepare a financial plan and recommendation
5. Implement our advice
6. Reviewing your plan
An Odyssey financial planner can advise and assist on a number of areas including:
Budgeting and cash flow assistance
Your mortgages – rates, fees, structures and borrowing entities
Superannuation and opportunities with Self-Managed Super Funds
Risk insurances to protect you and your family
Investment opportunities including; direct equities, managed funds, international markets
Property investment with access to a number of developers and builders.