Do you want piece of mind that you can have the ability to finance the lifestyle and retirement you desire?
Do you want piece 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.
Brendan O'Reilly
Financial Planner
Our Financial Services
We provide the following professional and trusted financial services.
Investment Advice & Planning
Investing is still among the most reliable ways to build your wealth.
Estate
Planning
Not many realise the importance of comprehensive estate planning.
Financial
Planning
The best time to create your financial plan is now.
Insurance
Financial Advice
The foundation of a sound financial plan is Insurance.
Superannuation
and SMSF
Maximising your superannuation will safeguard your financial future.
Retirement Advice
and Planning
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore.
What Our Clients Say
"I have been using Brendan for financial matters for over 10 years and have always found him to provide excellent personalised advice. The fees are very reasonable and he provides information and options for making financial decisions. He was able to make suggestions for financial matters that I had not previously thought of."
Brian Rigney
"For the last 15 years or so, Brendan and his Sunshine Coast team have been providing advice and direction to myself with regards to financial management, portfolio management, superannuation, insurance, wills and estate management. Brendan continues to be professional and upfront with me, and has provided sound advice in the most difficult of times. I would not hesitate to recommend Brendan and the team on the Sunshine Coast."
Mark Payne
"I'm confident & satisfied with the service provided over a decade now. If ever I have any concerns they are addressed immediately. Brendan's genuine, understanding and professional foresight has been a real blessing at times. The price of peace of mind should be highly regarded and that's what Brendan and his staff has provided me and my growing sons ~ as we navigate through the differing financial seas & seasons of life."
Roslyn
"My history with financial advisors has experienced a few hiccups recently but meeting with Brendan has allayed all my fears. He showed that he really cared about my financial future, he is so easy to speak with and answered all my queries succinctly and with clarity. As an initial consultation, I am more than satisfied that the fee charged was worth every cent and I am looking forward to discussing my financial plan in the near future. I know without a doubt that Brendan has my best financial interests at heart."
Pam
Book a Meeting
Reshape your retirement by completing the form and requesting a discovery meeting.
ADDRESS
Suite 7, Lvl 6, 57 The Esplanade
Maroochydore Qld 4558
Connect With Us
Latest News and Articles
Retirees: How to beat Inflation before it beats you
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…
Read More
An overview of the main residence CGT exemption
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
Market volatility during COVID-19
Market volatility refers to extreme price movements over a given period. These movements may occur in a particular area, such as real estate or shares, and may be upward or downward. Ever since COVID-19 started spreading across the world in late…
Read More