Testimonials

"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."

"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."

"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."

"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."

"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."

Positive: Professionalism, Quality, Responsiveness, Value

"I have been a client of Brendan’s for a long time. During that time my portfolio has increased considerably even though I have taken a monthly income stream for 20 years, I have found Brendan very easy to talk to and he will listen to suggestions that I make as well as I listen to his suggestions. I can certainly recommend him for his competence as an adviser & his trust worthiness."

"Brendan always provides professional advice and ensures it’s explained in an easy to understand manner.

He ensures we are well positioned to get the best results taking into account our situation tailoring our portfolio accordingly. We would not hesitate in recommending Brendan O’Reilly at Peak Advice."

3 December 2021

Brendan has given me advice in areas as we prepare for retirement. Brendan was usually able to explain things to me in a clear way, though it is difficult given the complex area full of government regulations and disclosure. Through Brendan's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Brendan's full care and attention when I needed it. I would highly recommend him.

"Brendan has always been available to take questions and respond incredibly effectively with a raft of explanations and assistance for us in respect to our entire financial situation and future plans. Our frequent discussions for goal setting and planning have been excellent ways for us to view our road ahead and plan, budget and respond to new situations that help us remain focused on an effective and confident future - especially as we look evermore closely at retirement. I would only hope every person had someone as knowledgeable and honest in the financial minefield to speak to, in order to assist them in attaining their financial and well-being goals."

"Brendan has given me advice in areas including self managed super funds and investment. Brendan was able to explain things to me in a clear way. Through Brendan's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Brendan's full care and attention when I needed it."

"Brendan has been an exceptional financial adviser. He is always friendly and extremely knowledgeable regarding my financial affairs. He maintains contact to keep me up to date with any government or policy issues. I am confident on recommending his services to anyone."