About Us
Founded in 2011 by Tony Rosenberg, Odyssey Specialist Group has become a trusted name in financial planning, known for its focus on building strong, lasting relationships with clients. What started as a boutique firm has grown steadily through word-of-mouth referrals, a testament to the trust and value we provide. Our mission is to continue delivering superior service and personalised financial strategies that empower our clients to achieve their financial goals.
Plan for your lifestyle goals
Seeking financial advice is not just about securing more money. Rather, financial planning and investment can enable your finances to help create the lifestyle you desire for now, and into the future. It is important to note that not all financial planners offer the same service. Our areas of expertise include:
Wealth creation
Personal & business insurance
Superannuation
Tax effective investments
Self-managed superannuation funds
Cashflow management
Debt management
Estate planning
Our Client Service Approach
Initial Meeting
In this initial meeting we explain who we are and what services we can provide. We go over your goals and motivations for seeking financial advice and explain our fees and what you should expect.
Data Collection
Next we collect targeted information about your personal and financial situation, depending on what advice you are requesting. As we need to be able to quantify and qualify your information in order to provide you with an appropriate plan of action.
Research
Once you are happy to proceed with advice, we will send you a formal proposal outlining our services and fees. Our advisers together with their support team will then analyse your circumstances and model various scenarios and strategies designed to meet your goals and objectives.
Writing
Upon completing our research, we consolidate our recommendations into a formal advice document, which will be presented to you by your adviser.
Presentation
Your adviser will take you through their recommendations and obtain your approval to commence implementing your plan.
Implementation
Once we have your authorisation to proceed, we will begin working with you to implement the recommendations. Our support team will handle the majority of the administrative tasks to ensure the paperwork is managed efficiently, though there may be instances where your involvement is still required.
Reviews
Regular reviews with your adviser may be required, depending on the strategies provided, to ensure you remain on track to achieve your goals.
Financial Adviser Profiles
Tony Rosenberg
Gerrie de Wet
