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

    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.

    Starting the journey
  • 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.

    Flourishing Family
  • 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.

    GREATER INDEPENDENCE
  • 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.

    Retire in style
  • 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.

    Starting the journey
  • 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.

    Flourishing Family
  • 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.

    GREATER INDEPENDENCE
  • 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.

    Retire in style

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 Total Financial Solutions Australia Limited.