BOOK A FINANCIAL REVIEW

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BOOK A FINANCIAL REVIEW

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AT YOUR REVIEW

For existing clients it’s important to have a regular review to ensure that your Financial Plan we have put in place for you is still appropriate and you are on the right track. For new prospective clients a chat with one of our Planners is obligation free and may be a financial defining moment that will improve your financial situation. Depending on the outcome of this initial chat we may then progress to completing a fact find, discussing your risk profile, investment objectives and personal risk insurance requirements.

During our review we will look at and discuss what is appropriate for your situation, but may include a number of important areas:

  • Budgets and cash flow
  • Superannuation
  • Investment opportunities
  • Personal Risk Insurances, inc- Term Life, Total & Permanent Disability, Trauma and Income Protection
  • Business Insurance and continuity
  • Home and Investment loans
  • Wills and estate planning
  • Annuities
  • Pension Funds
  • Property investment

Please find our Financial Services guides for Nicholas and Stephen

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Find out why over 60% of Australians use a mortgage broker, and why Odyssey is one of Australia's leading brokers. The benefits will be compelling.

  • Simple and easy process
  • Negotiating the best rates for your situation
  • Ensuring you secure the best deals and most appropriate structure
  • Multiple options all under one roof
  • Let us even get a better deal from your current bank

Other Services that Odyssey can Assist you with

  • Financial Planning and investment advice
  • Self-Managed Super Funds
  • Platform Super Funds
  • Life Insurance advice
  • Property Investment- made easy