Testimonials | What clients say

I have known Brendan O’Rourke, Financial Planner and Wealth Advisor in Geelong 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 an honest financial adviser.

KC Highton

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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

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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