"A most professional comprehensive and engaging service - exceptionally responsive and attentive to client queries and sensitive to challenging aged care situations."

"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."

"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."

"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."

"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."

"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."

"Ian initially found Brendan through the Heritage Bank when Brendan was working as an adviser to them, 20 years ago. Brendan made us feel completely at ease with his financial advice. Ian took Brendan's advice and when I lost my Ian with Parkinson's Disease at the beginning of 2017, both Brendan and Ian had set me up with a comfortable retirement. Time marches on, no matter what we want or what we may have planned. I now have a partner. David's investments were going nowhere, so I introduced him to Brendan. David relies on Brendan more than Brendan realises. David's and my trust runs very deep for Brendan. It is never too much trouble for Brendan to explain the same thing repeatedly until it is clear in our minds. He is not talking us into anything, but Brendan is making the situation clear in our minds. Thank you Brendan for being one of the good guys."

"This was my first time visiting a financial adviser so I was a little unsure. I found Brendan to be a very friendly, pleasant, gentleman with a wealth of knowledge. My appointment covered discussions on downsizing, tax, superannuation. Brendan answered my queries and provided me with peace of mind."

"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 truly cares about his clients and I know that Mum considered him a friend. If you are looking for an adviser that goes above and beyond, I highly recommend Brendan."