Rethink Reshape Retire

 

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

Rethink Reshape Retire

 

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

Rethink Reshape Retire

 

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

About Us

Option 1

Our goal is to help our clients reach their peak financial potential.

Option 2

Helping families reach their peak financial potential.

At Peak Advice, we want our clients to achieve financial clarity, make confident decisions and use their wealth as a tool to design a life they love. With this in mind, we look at your goals and develop a comprehensive investment strategy to help you reach financial freedom and generate long term wealth.

What drives us is building meaningful and trusting relationships with our clients as we support you through the incremental stages of life. As your trusted adviser, we pride ourselves on providing you with an all-encompassing advisory service where we manage your financial affairs in a strategic, holistic and professionally coordinated manner. This includes liaising with your other professional advisers such as your solicitor and accountant.

With over 18+ years’ experience within the financial planning industry, our principal adviser Brendan O’Reilly is committed to providing strategic tailored advice and simplifying the roadmap to retirement. As one of Australia’s Top 5 Financial Advisers in the evolving region of the Sunshine Coast, Brendan provides his clients with peace of mind when it comes to securing a sound financial future.

Prior to entering the financial services industry, Brendan O’Reilly served seven years in the Royal Australian Navy before completing his Bachelor of Business degree in 1996. With an established financial planning practice on the Sunshine Coast, in his free time Brendan volunteers at the local Surf Life Saving club and enjoys spending time with his family. Brendan is motivated by making financial literacy accessible for every family and believes in values above money.

For more information, please contact us.

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.