ODYSSEY SMART MONEY PROGRAM

Balance your budget You need a smart plan that balances your living

costs, lifestyle expenses and your savings for later. Your adviser can help put a plan

in place, so that you can have the lifestyle you desire,

now and in the future.

Your numbers at your fingertips

Look at your numbers and check your budgets whenever you want.

Cashbook is built in the cloud so you can login

anywhere, anytime, from any device.

Always up-to-dateNo more checking

statements at the end of the month. Cashbook connects to all your bank accounts and brings in transactions every morning for you or

your adviser to review and categorise.

Take the pain out of tax time

When it comes to tax time, all your deductions are in Cashbook. If you need

receipts, just take a photo and upload it next to each

deduction.

Simple and secure Breathe easy. Cashbook is

as secure as your internet banking. You, your adviser

or anyone else in your household you grant

permission, are the only ones who have access to

your Cashbook.

Reaching your lifestyle goals with Xero Cashbook

Why not treat your household as a business? Your finances sure can be as complex as those of a business, with money coming in and going out before you have even decided

how to spend it. With the Odyssey Smart Money Program you can reach your lifestyle goals with more certainty than ever before. With the help of cutting edge Xero technology, we

guide you every step of the way. By tracking your situation in real-time and with pro-active money management, you have the peace of mind that you will have the lifestyle you

desire, now and in the future.

info@ofm.com.au | 1300 761 669 | www.ofm.com.au

Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL and Australian Credit Licence 240687

Pro-active adviceYou and your adviser have never been more connected. As real time

reporting replaces hoping or guessing with knowing,

pro-active money management leads to

better advice and superior results.