As a second generation family member now involved in running our business, the team at O’Brien’s have been an integral part of our company’s succession. The challenge I initially experienced was understanding the layers of complexity in which our financial structure was built and run. O’Brien’s enabled us to simplify our accounting processes and provided us with a clear way to manage our finances going forward.

Leonie Akhidenor, Head of Development
View Bank Homes,

Accounting & Tax Advisory client

Tracee has assisted us to plan in the long term for retirement. She has helped us to devise strategies and options that take into account the possible changes to work and personal circumstances. Tracee is a delight to work with.

Ash, Financial Planning client, 35+

In Mark, we have someone with integrity that we can trust and someone who is a stakeholder in our business with the benefit of arm’s length and fresh eyes.

Kiff Saunders, Managing Director
Global Ballooning,

Business Advisory client

Nellie always gives very good service when I make an inquiry. She is also very helpful in keeping me informed of matters which need to be attended to and her advice is sound and based on good knowledge and experience.

Robert,

Financial Planning client, 65+

Extremely professional team that go that extra mile to cover all business requirements. I can highly recommend Mark and his team.

Chris Chafer, Director
Hydrosteer,

Accounting, Business Advisory & Financial Planning client

My only experience is with Nellie Fung and I find her service to be outstanding. Nellie is always available and answers all my questions, always clarifying my requests. I rely on her expertise and guidance.

Shirleyann,

Financial Planning client, 65+

Very friendly, knowledgeable and efficient business. I also love their approach to sustainability and staff welfare.

Jerome, Accounting client

We felt Tracee completely understood our needs and requirements for future planning. She related to us very well and we felt at ease knowing she had excellent expertise in advising us.

Leanne, Financial Planning client, 65+

The service over 20 years has been exceptional. Starting in 2000 helping a small business and progressing through retirement to 2020.

Robert,

Accounting & SMSF client

Tracee was extremely easy to talk to about my finances, and showed a level of personal care about my situation which inspired great confidence in her expertise. Her manner and explanations were excellent.

Wendy, Financial Planning client, 55+

Damian, thank you for all your help over the last few days, weeks, years! It really means a lot to have someone in my corner I trust.

Amy, Business Advisory client

Tracee has looked after me and my wife with setting up an investment portfolio . Tracee very carefully explained to both of us what was involved . We both have the upmost confidence in Tracee looking after our investment as she comes across in a very professional manner.

Peter, Financial Planning client, 65+