Look after your family

Having originated as a family-owned business ourselves, we always ensure family comes first for us, for our team and for our clients. We understand the complexities of a family unit, especially those with serious financial commitments like education, mortgage and insurance. We help put in place solid strategies that protect your family and help you plan for the future.

Protect your family

Building wealth and passing it through generations often brings complexity. With our tailored family advice, we help you ensure your family’s financial affairs are organised. We can deal with all aspects of family finances including property, shares, businesses, risk planning, estate planning, insurance, capital transition and more. We offer family advisory in Melbourne and more.

We offer advice in accumulation, maintenance and transition of family capital ensuring your family values and legacies are carried through to new generations. It is so important for families to have a financial plan in place that prepares them for the future and considers the future of their children as well. If you wish to look after your family and their future, talk to us today.

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O’Brien Financial Advisors is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 holder of Australian finanical services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NEW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.