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Home>Aged Care Consultants in Buderim>Peak Advice

Peak Advice

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Trading for 22 years

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About 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 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. https://www.adviserratings.com.au/news/australias-top-5-advice-profession-regions-the-final-countdown/ 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.

Services

  • Financial Planning

  • Retirement Planning

  • Wealth accumulation and management

  • Aged Care

  • Stockbroking

  • Aged care advice

  • Personal insurance

  • Business insurance

  • Full service stockbroking

  • Superannuation

  • Investment portfolio management

Reviews

5 rating

7 reviews

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Pene McSwain

2 years ago

Brendan was entrusted to manage my Mum’s investment portfolio. Mum had the utmost faith and trust in Brendan. He attended to all her queries (there were a lot) with patience and kindness. When Mum passed away, Brendan helped my sister and I finalise the investments and assisted with the estate. Brendan truely cares about his clients and I know that Mum considered him a friend. If you are looking for an advisor that goes above and beyond, I highly recommend Brendan.

KE

Kay Eastmure

2 years ago

I have found Brendan to be an astute advisor able to inform about the best management strategy for our stage in life and can highly recommend his expertise. His outlook on investments meshed well with our expectations and the products he recommended have stood up well to market conditions over a number of years, returning the expected dividends while preserving capital value.

RC

Rose Cashin

2 years ago

I feel very confident working with Brendan, he has achieved good results for us through superannuation advice. He provides excellent service as he is always available and contactable if we have any questions or concerns. He is very easy to talk to and puts your mind at ease. I highly recommend his services.

PC

P Carr

2 years ago

Financial Planning is a critical need in today's changing world, and our financial institution suggested our first contact with Brendan. He 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. Our future looks very bright, with Brendan's significant assistance over the past many years!

Location

7 Foote Ave, Buderim QLD

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Licences

  • Corporate Authorised Representative (No. 1286587)

Peak Advice

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