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

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

Brendan has given me confidence to 'transition to retirement' & reduce my hours of shift work - which has been of great benefit to my physical & emotional health. His knowledge & enthusiasm for financial planning & management has helped to put me at ease about my financial future.

Wendy, 56 - 65 years, Hamlyn Heights, VIC

all my investment and advice needs were attended to in a confident and personable manner which gave me confidence in his advice

Ross, 65+ years, Highton, VIC

My wife and I went to Brendan to organise our affairs for eventual retirement. Brendan examined our finances and said that we could retire immediately, which my wife did. I gave my work notice. We have found Brendan to have a genuine desire to achieve the best outcomes possible for his clients and we wouldn't hesitate to recommend him.

Robert, 65+ years, Charlemont, VIC

Brendan has provided us with advice on pre retirement superannuation strategies as well as post retirement investments. He has always been available to talk to and never hesitates to arrange a meeting If necessary. Brendan takes the time to explain why he thinks we should invest in a particular fund. His advice makes us feel confident that our investments will meet our needs into the future.

Rosemary, 65+ years, Upwey, VIC

I always find Brendan easy to understand and very thorough. He understands my needs and is totally trustworthy. I always feel that he is working towards my best interests and needs.

Annina, 65+ years, Waurn Ponds, VIC

Down to earth, no nonsense approach to all of our questions.

Greg, 56 - 65 years, Waurn Ponds, VIC

My husband and I find dealing with Brendan easy. Brendan is thorough and explains all aspects of our financial affairs in a manner easily understandable. Brendan is friendly, trustworthy and we know he has our best interests foremost. My family and I have dealt with Brendan for many years now and would definitely recommend Brendan’s services to anyone.

Deb, 46 - 55 years, Bannockburn, VIC

Brendan was recommended to me. On meeting him he was very friendly and put me at ease. He is very knowledgeable in his work and gave me good advice. Whenever I call him he is very pleasant and helpful, nothing is too much trouble for him.

Vicki, 65+ years, St Leonards, VIC

Brendan is always prompt to respond and clearly communicates. He is proactive in managing all of the legal requirements applying to our self managed superannuation fund as well as proposing investment options within the scope of our investment strategy. His service is highly recommended.

Greg, 65+ years, Highton, VIC

Brendan spoke in a way that myself and my partner could understand. He explained things, sometimes more than once so we understood. Any problem or questions he got back to me either by phone or email. Brendan is very approachable and we trust he is steering us in the right direction for our future retirement and being able to live on a comfortable income.

Dianne, 56 - 65 years, Strathfieldsaye, VIC