We will help you create your ideal life

Everyone has their own personal vision of the ideal future; we understand this and work with you to achieve yours. Our financial advice team will tailor a plan to suit your unique situation and individual needs. We offer a range of services to suit a diverse range of clients. No matter what life stage you are at it is never too soon or too late to seek financial advice. We work with all generations, individuals, couples, business owners, families and retirees. If you run a small business, want to protect your family group or are looking to retire, we can help you.

You tell us what your dreams are and we will guide you in how you can make them a reality with a detailed financial plan. We focus on the whole picture, not just the financial aspect of your life. That way you can create the lifestyle you want and spend time with the people you love. It is about achieving your ideal future, not just about managing your finances. Talk to our friendly team today.

Looking after your family

We help you put in place solid strategies that protect your family unit and help you plan for the future. We often work with family groups with heavy financial commitments including education, insurance and mortgages. It is so important for families like this to have a plan in place that prepares them for the future and considers the future of their children as well.

Thinking about retirement

We help you plan for the future… but not just any future; the future you are dreaming of. We know the most effective way to do this is to sit down with you and work out your goals. Once we know what your goals are, we will develop a plan to ensure you can achieve them. Our comprehensive approach includes succession and estate planning, superannuation and SMSF advice, budgeting, investment, cashflow and capital transition advice. If you are considering retirement, we can help you build the future that is right for you.

Contact us

 

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.
Privacy:
We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.
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.

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