Do you want peace of mind that you can have the ability to enjoy the lifestyle and retirement you desire?
Do you want peace of mind that you can have the ability to enjoy the lifestyle and retirement you desire?
Do you want peace of mind that you can have the ability to enjoy the lifestyle and retirement you desire?
Welcome to Peak Advice
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 financial plan to help you reach financial freedom and generate long-term wealth.
Our services – including financial planning, superannuation, retirement planning, Centrelink and aged care – enable us to support clients through each stage of their life.
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 20+ 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, Brendan enjoys spending time with his family, gardening, and practising Tai Chi in his free time. Brendan is motivated by making financial literacy accessible for every family and believes in values above money.
For more information, please contact us.
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