Personal Insurance, Superannuation, Retirement Planning, Aged Care
Key Person Protection, Buy/Sell (Succession) Planning, Business Insurance
Key Person Protection, Buy / Sell (Exit) Protection, Debt Protection
Odyssey Advisory Services is a Financial Planning Business with clients located all over Australia. With our advisers having a history of providing strategic planning since 2001, we are able to assist in many areas of advice. You will find our approach personal, yet professional, as we work towards a common goal with you. Whether you are looking for Personal, Business or Joint Venture Advice, we are here to assist you achieve and protect your goals.
Although the majority of our services are taken up by clients within our surrounding areas, including Newcastle and the Hunter, Central & North Coast, Sydney, Wollongong and Tamworth, we maintain relationships with clients all over Australia. The use of technology when communicating with our clients ensures that location is not a barrier to advice.
Strategic Personal Planning
Whether providing Holistic Financial Planning or Scaled Advice in specific areas such as Personal Insurance, Superannuation & Retirement Planning, our aim is to tailor strategic advice to suit your individual requirements in order to meet your goals and provide peace of mind.
Business Succession and Protection Planning
We are here to assist you identify particular threats within your business and then provide you with a customised protection plan to help minimise the impact in the event of these threats occurring. Whether it be a Succession Planning Strategy, involving a Buy/Sell agreement, the protection of Key People within the business or providing Debt Protection, we can assist.
Joint Venture & Property Development Protection Planning
When you are going into partnership with others to undertake a joint investment, there are many protection factors that should be considered. We are here to assist you in identifying the possible threats to your Projects and formulate a strategic protection plan to help mitigate these threats. We can work closely with your solicitor and accountant to provide a joint solution for your Projects.