Rethink Reshape Retire

 

Do you want peace of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want peace of mind that you can have the ability to finance the lifestyle and retirement you desire?

Rethink Reshape Retire

 

Do you want peace of mind that you can have the ability to finance the lifestyle and retirement you desire?

Image of estate planning

Rethink Reshape Retire

 

Do you want peace of mind that you can have the ability to finance the lifestyle and retirement you desire?

Financial Planners - Sunshine Coast

Welcome to Peak Advice.

Our mission is to help families achieve their goals by providing peace of mind knowing they have a trusted team supporting them along life’s journey.

Our strengths are providing exceptional service and quality advice that is truly holistic across all stages of our client’s lives.

Our vision is to be the trusted adviser and first point of contact for all your financial and personal planning needs.

Our promise is to put you, our client first.

Advice becomes a personal experience when everything we do is centred around you.
Helping families achieve greater financial potential NOW and intro retirement.

Brenden OReilly

Brendan O'Reilly

Financial Planner

Our Financial Services

We provide the following professional and trusted financial services.

Investment-Advice

Investment Advice & Planning

Investing is still among the most reliable ways to build your wealth.

Estate-Planning

Estate
Planning

Not many realise the importance of comprehensive estate planning.

Financial-Planning

Financial
Planning

The best time to create your financial plan is now.

Insurance-Financial-Advice

Insurance
Financial Advice

The foundation of a sound financial plan is Insurance.

Superannuation-and-SMSF

Superannuation
and SMSF

Maximising your superannuation will safeguard your financial future.

Retirement-Advice-and-Planning

Retirement Advice
and Planning

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Are You Ready To Start Building Wealth? Are You On The Countdown To Retirement?

Our enthusiasm is to assist our clients retire when and precisely how they prefer...with assurance and confidence.

What Our Clients Say

Book a Meeting

Reshape your retirement by completing the form and requesting a discovery meeting.

ADDRESS

7 Foote Avenue
Buderim Qld 4556

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Rethink and Reshape Your Retirement

We will help you look at your whole situation to ensure that the financial decisions you make set you on the right path to achieving your goals, both in the short and long term.

Latest News and Articles

From Sea Change to Tree Change – we have a new address

January 17, 2022

Happy New Year! We hope you had a happy, safe and healthy festive season and have started 2022 has started well! After nearly 12 years at our beautiful Cotton Tree office on the Maroochy River, we are making a “Tree Change”…

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Retirees: How to beat Inflation before it beats you

November 29, 2021

Investors with long memories – or a good education – will recall the bad old days when inflation was the economic bogeyman. It broke Germany’s Weimar Republic in the 1930s and nearly cratered America’s economy in the 1970s. Fortunately, inflation has…

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An overview of the main residence CGT exemption

November 29, 2021

  Generally, a property, including a taxpayer’s main residence, ie their family home, is considered to be a Capital Gains Tax (CGT) asset. When CGT assets are sold, taxpayers may be liable to pay tax on all, or part, of the…

Read More