Odyssey Advisory Services 3 Short Street, Morisset, New South Wales 2264

Welcome to Odyssey Advisory Services, located at 3 Short Street, Morisset, Australia. We are a trusted establishment in the finance industry and a point of interest for individuals seeking expert financial advice. Our institution specializes in various areas including personal insurance, superannuation, retirement planning, aged care, key person protection, buy/sell planning, business insurance, and debt protection.

With over 20 years of experience, our team of skilled advisers has been providing strategic planning services since 2001. We have a wide range of clients located throughout Australia, and we are dedicated to assisting them in achieving their financial goals. Our approach is both personal and professional, as we work collaboratively with you towards a common objective.

While a majority of our clients are based in the surrounding areas of Morisset, such as Newcastle, the Hunter, Central & North Coast, Sydney, Wollongong, and Tamworth, we also maintain strong relationships with clients nationwide. Our effective use of technology allows us to communicate seamlessly with clients, ensuring that geographical location is never a barrier to receiving sound financial advice.

Whether you require holistic financial planning or advice in specific areas such as personal insurance, superannuation, and retirement planning, we tailor our services to suit your individual needs. Our aim is to provide you with strategic advice that aligns with your goals, offering peace of mind and protection for your financial future.

At Odyssey Advisory Services, we understand the unique challenges that businesses face. We are here to help you identify potential threats and develop customized protection plans to mitigate their impact. Whether it's succession planning, key person protection, buy/sell agreements, or debt protection, our experienced team can assist you in safeguarding your business.

Additionally, if you are entering into a joint venture or property development, we offer comprehensive protection planning services. We work closely with your solicitor and accountant to identify potential risks and create a strategic protection plan for your projects.

Please note that Odyssey Advisory Services Pty Ltd and our advisers are authorized representatives of RI Advice Group Pty Ltd, AFSL 238429. The information provided on this website, including taxation, is of a general nature and may not consider your personal circumstances unless otherwise stated. It is advisable to seek professional advice tailored to your specific situation before making any financial decisions.

Contact Odyssey Advisory Services today and let us help you navigate the complexities of financial planning, achieve your goals, and secure a prosperous future.