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Vicki, 65+ years, Forest Glen, QLD
"I have recently moved my super fund over to Brendan O’Reilly at Peak Advice. I have found him to be patient, informative and thorough with all his advice. I have no hesitation in recommending him."
- Government Assistance
- Superannuation
- Cashflow & Income
- Wills & Estates
Teresa, 56 - 65 years, Birtinya, QLD
"Brendan really listens well and captured exactly what I needed in my financial plan, making sure it aligned perfectly with my goals and situation. I was concerned I wouldn't understand a lot of financial jargon, but he explained everything simply and clearly. Brendan communicates clearly and is always there to support me, especially during changes, for any questions, concerns, or updates. This has given me real confidence in my financial planning. I highly recommend Brendan and look forward to continuing working with him!""
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Angus, 65+ years, Glass House Mountains, QLD
"We found Brendan through the recommendation of a respected and qualified friend. It proved to be excellent advice and Brendan made the time and with great patience assisted us in investment decisions with specific consideration for tax and pension implications. At the end of the exercise we were truly confident in the soundness and logic of his advice. In advancing years there is always an issue of "trust" ! We like to sleep at night! With Brendan we are confident our sleep will be undisturbed!"
- Government Assistance
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
- Wills & Estates
- Budgeting
Michele, 65+ years, Narangba, QLD
"Brendan has been my financial adviser for 11 years his knowledge is incredible and he has advised me with professionalism and making things simple to understand."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Aged Care
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Tam, 35 - 45 years, Botany, NSW
"We’ve been with Brendan for a number of years and through a few challenging economies during this time. Brendan’s been great calmly answering our questions and strategizing during each challenge and explaining things to us in very simple and easy to understand terms - educating us along the way (it’s so important to be financially literate). He’s also great at patiently continually following us up as we’re very time poor. We trust Brendan and are grateful to have found a financial adviser we are very happy to work with."
- Superannuation
- Insurance Protection
- Cashflow & Income
Review history
Tam, Botany, NSW
"I trust Brendan implicitly and he always remember the details no matter how minute. I'm not an easy person to get a hold of, but I rely on Brendan's continually checking in on me to ensure that I am adequately covered as my situation changes from time to time. I really appreciate his diligence and how he never gives up on trying to get a hold of me so that I don't fall behind on things!"
Steve, 56 - 65 years, Yowie Bay, NSW
"A most professional comprehensive and engaging service - exceptionally responsive and attentive to client queries and sensitive to challenging aged care situations."
- Aged Care
John, 56 - 65 years, Modbury North, SA
"Brendan has been central in my journey to creating a Superannuation plan that has taken me into retirement.
His advise has always been sound and takes the time to understand my situation and requirements.
I would have no hesitation in recommending his services."
- Superannuation
- Retirement & Pension
Review history
John, 56 - 65 years, Tewantin, QLD
"I had meetings with several different Financial Companies and never felt comfortable with the explanation or that the direction was right for us. After meeting Brendan, it was evident he was genuinely interested in understanding us and our ambitions. His advise was more towards our goals, detailed and well explained. Best of all, he is the one contacting us with newsletters, updates, phone calls etc. Makes a nice change."
Kerry, 65+ years, Maroochydore, QLD
"We have been a client of Brendan O’Reilly for the past five years, and we couldn’t be more impressed with the level of service and expertise provided. From the very beginning, he took the time to understand our financial goals and has consistently offered insightful, strategic advice tailored to our needs. He is easy to talk to and maintain great communication, making the entire planning process smooth and stress-free."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
Review history
Kerry, 65+ years, Maroochydore, QLD
"We have been clients of Brendan O’Reilly for the past five years and we couldn’t be more impressed with the level of service and expertise provided. From the very beginning, he took the time to understand our financial goals and has consistently offered insightful, strategic advice tailored to our needs. He is easy to talk to and maintain great communication, making the entire planning process smooth and stress-free."
Matthew, 46 - 55 years, Buderim, QLD
"I never thought I'd be so enthusiastic about financial planning, but working with Brendan completely changed my perspective. What really impressed me was his approachability. Financial jargon can be intimidating, but Brendan has a knack for breaking things down in a way that makes sense without ever being condescending. He didn’t just give me a cookie-cutter plan; he customized everything based on my unique circumstances and goals. Another standout feature of working with Brendan was the consistent follow-up and support. He didn’t just set up a plan and disappear—he checked in regularly, making adjustments as needed and keeping me informed about new opportunities. This level of attention made me feel like a priority, not just another client. If you're on the fence about working with a financial adviser, I can't recommend Brendan enough. He made a process that once seemed daunting into something I actually look forward to. Thanks to his guidance, I now have a solid financial plan and the peace of mind that comes with it."
- Superannuation
- Insurance Protection
Teresa, 46 - 55 years, Buderim, QLD
"I had the pleasure of working with Brendan and I couldn't be more satisfied with the experience. From the beginning, he took the time to understand my financial goals and tailor a plan that suited my needs. Brendan is incredibly knowledgeable about the market and investment options, and he explained everything in a way that was easy to understand. He made sure I felt comfortable with every decision and provided clear, actionable advice. What stood out to me the most was his professionalism and dedication to his clients. He always made himself available to answer any questions I had, no matter how small. I also appreciated his honesty and transparency throughout the process. Thanks to Brendan I feel confident about my financial future. I highly recommend him to anyone looking for a trustworthy and effective financial adviser."
- Superannuation
- Insurance Protection
David, 65+ years, Yangan, QLD
"Very thankful that Brendan is handling our retirement future. Efficient, prompt and knowledgeable. Provides us with the latest up to date information. Very happy with the performance of our investments."
- Government Assistance
- Superannuation
- Retirement & Pension
- Socially Responsible
- Tax Strategies
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Expat Finance
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting