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.
How we help
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.
O’Brien Financial Advisors ACN 096 491 879 is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants®️ are trading names of Count Financial Limited, ABN 19 001 974 625 AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.