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 & 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

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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

it’s important you maximise your entitlements in retirement

7 age pension traps to avoid

June 6, 2022

  After a lifetime of hard work, it’s important you maximise your entitlements in retirement. So you need to structure your finances carefully to make sure you don’t lose your age pension. After all, you’ve earned it. Here are some common…

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What is financial planning?

June 2, 2022

    What is financial planning? If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial plan. Unfortunately, life is a little more complex – it’s hard to understand the intricacies…

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How Much Do I Need in Retirement?

May 28, 2022

How much you need to save for a comfortable retirement is a question many of us ask. While we all hope for a simple answer, how much money you need in retirement differs for everyone. Additionally, a comfortable retirement is based…

Read More