Brendan O'Rourke

"Brendan has provided us with advice on pre retirement superannuation strategies as well as post retirement investments. He has always been available to talk to and never hesitates to arrange a meeting If necessary. Brendan takes the time to explain why he thinks we should invest in a particular fund. His advice makes us feel confident that our investments will meet our needs into the future."

"My wife and I went to Brendan to organise our affairs for eventual retirement. Brendan examined our finances and said that we could retire immediately, which my wife did. I gave my work notice. We have found Brendan to have a genuine desire to achieve the best outcomes possible for his clients and we wouldn't hesitate to recommend him."

"Brendan has been our financial adviser for many years now. We decided to employ him to manage our super on retirement. He has never let us down and has become a trusted friend over the years. We have recommended him to a few of our friends and family over that time. We believe he always has our best interests and has given us the best of his knowledge during the time we have known him."

"Brendan has always been able to give solid up to date and reliable information. He worked tirelessly in getting the best outcome for me in my investments and accessing my super etc. One of the best in the business and i have recommended Brendan to friends of mine."

"Brendan has given me advice on retirement and super funds together with Shares and managed funds. I have known Brendan in excess of 25 years and have confidence in the advice that he provides from time to time. He is caring and attentive giving advice when required."

"Brendan listened to what we were wanting and tailored a plan for us to achieve the goals that we are wanting. Brendan also was able to direct us to other associates that have assisted us in pursuing these goals. He was honest and straightforward with his explanations of what was capable. He also restructured our superannuation to accommodate our current situations with greater benefits to us."

"Brendan has been my adviser for a number of years. He has always provided clear & sensible advice given my circumstances. He always makes himself available to respond to any query I have had and I can rely on him to assist me as needed."

"Brendan has always been available for consultation and always gives good advice. He has given us strategies to manage our savings in the best possible way."

"all my investment and advice needs were attended to in a confident and personable manner which gave me confidence in his advice"

"We are very happy with all the advice Brendan has given us. This includes lowering our fees, attaining our superannuation goals and pension advice. Brendan is very easy to talk to and to understand. If unavailable he always responds to phone enquires in a very timely manner."