About

We are a leading private wealth services business that specialises in providing strategic financial solutions to Legal, Medical and Business Professionals.

“We will motivate you to realise the lifestyle you desire, because you can get there!”

Inner Circle

Being part of Odyssey’s elite Inner Circle means that you can expect more than insurance advice alone. As you are busy enough balancing your career and family life, we have structured our business so that we can offer you a single point of contact for all your financial requirements.

The Journey

Financial Freedom is not a destination, it’s a journey. Throughout the different stages of your professional life and retirement, your financial situation will change. The Odyssey Advisers will guide you on your journey to achieve your personal goals and dreams and to live the lifestyle you desire.

Personal Care

We understand that seeking financial advice is a big decision and we believe that your request should be handled with care and integrity. We see ourselves as “your partners in life” and we will continuously put in the effort to fully understand and pro-actively work towards your personal goals, dreams and desires.

Education

We believe that knowledge is the foundation of success in all aspects of life. Therefore, we are involved in developing and presenting non-product based education programs for all our clients and numerous legal and medical organisations.

Financial Freedom

To us, financial freedom means living a comfortable life now, while having the peace of mind that you are working towards future goals and dreams, that will enable you to live comfortably after you retire.

Clarity

The process of getting financially organised and building wealth can be complex. Our aim is to turn this complexity into clarity. We will provide you with real and relevant solutions that are geared towards achieving your personal goals. We are always transparent about what we do and why we do it.

Discover how the inner circle can help you.
Contact us today for a financial consultation.

VISIT ONE OUR SPECIALIST SITES

local-professionals

medical-professionals
business-professionals
local-professionals
medical-professionals
business-professionals

 

securitor-logo

We are a proud Corporate Authorised Representative and Corporate Credit Representative of
Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit Licence 240687 Securitor accreditation.
We are a proud Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit Licence 240687 Securitor accreditation.

 

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs.
Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
Odyssey Financial Management is an authorised representative of Securitor Financial Group Ltd.

ODYSSEY JOURNEY

Financial Freedom is not a destination, it’s a journey.

Financial Freedom is not a destination, it’s a journey. Throughout the different stages of your professional life and retirement, your financial situation changes and so will your dreams and lifestyle desires. The Odyssey adviser will be by your side, through the good and the bad, to guide you on your journey of financial freedom. We can help identify challenges and opportunities that lie ahead and pro-actively plan for these changing circumstances. Our advice may involve setting up your initial plan, regularly reviewing your personal circumstances, assisting you with a claim or educating you on relevant topics and industry updates. Throughout the process, Odyssey promises to make your financial journey one of ease, reassurance, progress and achievement.

STAGES OF THE ODYSSEY JOURNEY

  • Starting the journey

    Starting the journey

    It is better to start your journey sooner rather than later. The decisions you make in the beginning of your professional life can have a big impact on your future, and it pays to get into good habits early on. Main strategies may include: developing a healthy spending pattern, protecting your assets, identifying good and bad debt and exploring investment and superannuation opportunities.

  • Flourishing Family

    Flourishing Family

    As you get more comfortable with yourself, you settle into your career and your family is flourishing, you really start hitting your stride. It’s a time of big transformation and your priorities and financial responsibilities start to change. Main areas to focus on may include: maintaining a comfortable lifestyle, protecting what’s important and saving for the education of your children, while simultaneously putting wealth creation strategies into place.

  • GREATER INDEPENDENCE

    GREATER INDEPENDENCE

    Now that your children have all grown up and become financially independent, it’s time to focus on you and your plans for the future. Retirement is within sight and you can take advantage of strategies in the coming years to build wealth, minimise tax and create the lifestyle you want. How much you need for retirement depends on the type of lifestyle you plan to lead.

  • Retire in style

    Retire in style

    You’ve worked hard all your life to create the lifestyle you want for you and your family, and now is the time to relax and enjoy the fruits of your labour. At this stage of your life it is also important to secure your assets and have an estate plan in place to leave your legacy for your family.

  • Starting the journey

    Starting the journey

    It is better to start your journey sooner rather than later. The decisions you make in the beginning of your professional life can have a big impact on your future, and it pays to get into good habits early on. Main strategies may include: developing a healthy spending pattern, protecting your assets, identifying good and bad debt and exploring investment and superannuation opportunities.

  • Flourishing Family

    Flourishing Family

    As you get more comfortable with yourself, you settle into your career and your family is flourishing, you really start hitting your stride. It’s a time of big transformation and your priorities and financial responsibilities start to change. Main areas to focus on may include: maintaining a comfortable lifestyle, protecting what’s important and saving for the education of your children, while simultaneously putting wealth creation strategies into place.

  • GREATER INDEPENDENCE

    GREATER INDEPENDENCE

    Now that your children have all grown up and become financially independent, it’s time to focus on you and your plans for the future. Retirement is within sight and you can take advantage of strategies in the coming years to build wealth, minimise tax and create the lifestyle you want. How much you need for retirement depends on the type of lifestyle you plan to lead.

  • Retire in style

    Retire in style

    You’ve worked hard all your life to create the lifestyle you want for you and your family, and now is the time to relax and enjoy the fruits of your labour. At this stage of your life it is also important to secure your assets and have an estate plan in place to leave your legacy for your family.

The inner circle

At Odyssey we appreciate that your profession is demanding and the pressure to keep abreast of new development leaves little time to manage your finances. Being part of the elite ‘Inner Circle’ means that you can expect more than insurance advice alone. We have structured our business so that we can offer you a single point of contact for all your financial requirements. Whether it is to help with personal and business insurance, strategic financial advice, protecting assets, planning for retirement or assisting with accounting, finance, legal and taxation advice, our in-house experts and alliance partners can offer you the peace of mind and guidance when making important financial decisions.

IN-HOUSE EXPERTISE
STRATEGIC BUSINESS PARTNERS
SMSF/ Superannuation
Personal and Business Insurance
Investment Strategies
Business Advisory/ Transactions
Accounting
Legal
Property
Finance and Mortgage
Cashflow Management
Retirement Planning

IN–HOUSE EXPERTISE

  • SMSF/ Superannuation
  • Personal and Business Insurance
  • Investment Strategies
  • Cashflow Management
  • Retirement Planning

STRATEGIC BUSINESS PARTNERS

  • Business Advisory/ Transactions
  • Accounting
  • Legal
  • Property
  • Finance and Mortgage

Our Clients

Every person’s situation is different and therefore your priorities and financial requirements change depending upon your particular stage in your professional career. To give you an appreciation of what these may be, we have created six client profiles, based on real life client cases; three Medical Professionals and three Legal Professionals.

Michael

Michael

Elizabeth

Elizabeth

  • Title: SOLICITOR, 30 YRS
Graham

Graham

  • from: Variable
John

John

  • Location: Los Angeles
  • Camera: EOS5D
Peter

Peter

Jennifer

Jennifer

Our Team

As we believe that knowledge is the foundation to success in all aspects of life, the Odyssey team is not only experienced, but also highly educated and passionately dedicated to their profession. We take the time to listen to our clients and to fully understand their needs and are proud of the difference we are able to make to our clients’ financial well-being.

 John Todd

John Todd

CEO & Director - BComm, AAIB, DFP
 Campbell Flower

Campbell Flower

General Manager & Director
Yosha Steeghs

Yosha Steeghs

Wealth Adviser - AFP® BBus (Finance/Intl Bus), Adv Dip FS (FP)

“Live smart and enjoy”

Maria Yankos

Maria Yankos

Practice Manager - BComm, Adv Dip FS (FP)

“I ensure our clients’ journey of fulfilling their financial goals is seamless”

Silke Poortman

Silke Poortman

Sales & Marketing Manager - MScMM, BScIBA

“Imagination is the beginning of creation…
discover that with your adviser!”

Katalin Michell

Katalin Michell

Client Services Officer

“I enjoy helping people achieve their goals for a better future, and I’m here to help you…”

 John Todd

John Todd

CEO & Director - BComm, AAIB, DFP
 Campbell Flower

Campbell Flower

General Manager & Director
Yosha Steeghs

Yosha Steeghs

Wealth Adviser - AFP® BBus (Finance/Intl Bus), Adv Dip FS (FP)

“Live smart and enjoy”

Maria Yankos

Maria Yankos

Practice Manager - BComm, Adv Dip FS (FP)

“I ensure our clients’ journey of fulfilling their financial goals is seamless”

Silke Poortman

Silke Poortman

Sales & Marketing Manager - MScMM, BScIBA

“Imagination is the beginning of creation…
discover that with your adviser!”

Katalin Michell

Katalin Michell

Client Services Officer

“I enjoy helping people achieve their goals for a better future, and I’m here to help you…”

Upcoming Events

Download the 2014 Events Planner

Past Events

  • Protecting your most valuable asset27 March 2014
  • Retire in Style 1 April 2014
  • Royal Australasian College of Surgeons, Medical Students Workshop15 June 2014
  • Annual Conference of the Australian Association of Crown Prosecutors2 July 2014
  • The Do's and Don'ts of Property Investment and SMSF's 19 August 2014
  • Royal Australasian College of Surgeons, Medical Students Workshop7 September 2014
  • Royal Australasian College of Surgeons, 56th Victorian Annual Surgeons Meeting25 October 2014

Odyssey / ‘ɒdɪsi/ noun. L19.

A LONG SERIES OF WANDERINGS, A LONG ADVENTUROUS JOURNEY, AN EXTENDED PROCESS OF DEVELOPMENT OR CHANGE.

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Discover how the inner circle can help you. Contact us today for a financial consultation.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs.
Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
Odyssey Financial Management is an authorised representative of Securitor Financial Group Ltd.