Testimonials | What clients say

I have known Brendan O’Rourke for over 20 years.

I was worried that my money was not going to see me through and I would have nothing left to give my kids.

That first meeting I had with Brendan, he listened to what I wanted to do with my money, he understood that I was more conservative with my money. Brendan understood my long term goals and he works hard to meet them.

Brendan’s professionalism as a financial adviser has been outstanding and I could not ask for more. I would not hesitate to recommend Brendan’s services to anyone that needs a honest financial adviser.

KC Highton


We both feel very comfortable with your suggestions and proposed future direction.

It gives us great confidence that we can enter the next stage of our lives with a degree of certainty and control over our destinies.

GC  & YC Geelong West


Thank you Brendan, for your expertise, enthusiasm and encouragement as I’ve negotiated the end of my career and begun to experience the joys of retirement!! What a memorable year it has been, I so appreciate your guidance with all the necessary financial matters.

WT Hamlyn Heights