Geelong Wealth Advisers partner with you to shape a retirement filled with choice, adventure, and financial confidence — because your next chapter should be your best.
Financial Planning that helps you
First and foremost, it’s often about having a feeling of engagement in life itself.
At Geelong Wealth Advisers we take pride in motivating our clients to take ownership of their financial future and to have a clear vision of how to live your lifestyle of choice.
We love working in the investment world but more than that we take an interest in what’s important to you and your family.
Our approach is all about goals-based investing; they are your goals and by working with you, together we can assist you to achieve them over the short, medium and long term.
Getting started is knowing what you want out of life, so while you are thinking about it right now, there is no better time to discuss what’s important to you and your family.
Achieving the Retirement you deserve.
When you retire you need to know that your current and future financial position will be able to fund your needs.
Advice areas
At Geelong Wealth Advisers we really focus on what you want to achieve out of life and having the appropriate resources available to live your best life possible.
We work together to educate you through the ups and downs in your financial journey. The financial markets can be a volatile world but learning to focus on what you wish to achieve is the key to long term success.
In life, we often have different advice needs based on our age or stage of life. Our advice when coupled with our ongoing service ensures that we establish a trusted partnership with you.
Client Testimonials
We feel confident that Brendan has provided us with the best scenario to meet our needs. We feel confident in his knowledge and his understanding of our current situation
Christine
65+ years
Geelong, VIC
We are very happy and confident with Brendan’s knowledge and advice. Because of previous bad experiences with financial advice we now feel we can move forward with the advice Brendan has given us.
Maureen
65+ years
Leopold, VIC
We are thrilled with Brendan's expertise! His guidance is invaluable and we feel more confident that we are on the right path towards our long term goals.
Jeng
46 - 55 years
North Geelong, VIC
Brendan has been our adviser for several years now and we would highly recommend him to friends and family. His advise always demonstrates how well he has listened and understands us, and we have greatly benefited from his expertise. It’s always an enjoyable experience to meet with Brendan and we look forward to achieving our goals for the future that he has helped us to create.
Anthea
35 - 45 years
Waurn Ponds, VIC
Brendan is extremely knowledgeable as a wealth adviser and has provided my wife and I the advice that is easy to understand and Benito’s us. I can not recommend Brendan enough to develop, grow and secure your futures wealth. Get on it.
Scott
56 - 65 years
Inverleigh, VIC
Brendan was very easy to communicate with, we were definitely on the same page when it came to working out my finances and where I wanted to be in 10 years.
Sharon
56 - 65 years
Geelong, VIC
Brendan was a wealth of knowledge. He explained everything so well and always made sure we understood him. He has set us on the right course for our retiring years ahead, only wish we had done it earlier!! Highly recommend Brendan. Very happy clients. John and Karen Carlin
Karen
46 - 55 years
Warrnambool, VIC
Brendan is very approachable on all levels and does his utmost best at keeping the ship upright. He works hard for his customers, and very enthusiastic with his work load.
Leslie
65+ years
Castlemaine, VIC
Brendan is always available and gives us a clear and detailed advice.
Douglas
65+ years
Grovedale, VIC
Very efficient, upto date,info,have been with him for 20 years,honest, caring
William
65+ years
Pelican Waters, QLD
Brendan is very competent and knowledgeable about building wealth. He is able to provide information in an easy to understand way. I would not hestitate to continue to recommend Brendan to anyone looking for a financial provider who is sincere and honest. My financial future is the most secure it has ever been since working with Brendan.
Tracey
46 - 55 years
Newtown, VIC
Brendan has been our trusted advisor over many years. We are extremely satisifed with the financial advice he provides and the strong financial position he has created for us. Brendan cares for his clients and is highly recommended.
Nick
46 - 55 years
Hughes, ACT
Your Financial Planner & Wealth Adviser
Brendan O'Rourke
Financial Adviser
A Financial Adviser that spends time with you finding out what you actually want from your life.
Working with clients that want to take control of their journey towards financial success is extremely rewarding and I approach every day with energy and passion.