I have just recently sold my business to a firm in the USA. A combination of the business not being a traditional type of business, and an international transaction, made it trickier than usual. I am just so grateful I had O'Brien's helping me with the sale, and in particular Di and Mark. Their knowledge was exceptional.

Samantha has provided expert and timely advice to assist me with all the decisions and actions needed to move from the stage of building assets and superannuation to managing retirement finances. Sam's knowledge, experience, great listening and encouragement have made this process so much easier and helped me to maximise all opportunities. I feel confident that the way ahead suits my needs.

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.

Samantha has guided us through our retirement making sure our superannuation is maximised. This she has done with care and an ability to explain all strategies clearly. Samantha has excellent rapport with us and conveys her sincere concern that we plan ahead and plan for expenditure to maintain our living standard. We look forward to meeting with her and leave satisfied that we are in good, safe hands. She has always responded to our queries and concerns immediately. A wonderful knowledgeable advisor.

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.

We are extremely happy with the service we continue to receive from Alice & Sam. They have guided us through some very troubled times with the utmost care, compassion, professionalism & integrity. We don’t know where we would be without their exceptional support and advice.

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

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.

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.

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.

Samantha assisted my wife and I with our superannuation, insurances and cash flow planning. Her advice was always sound, tailored to our needs and requests, and always communicated clearly with our needs at the centre. We would recommend Samantha in a heartbeat, she is an advisor we can trust to support important financial decisions.

Samantha showed clarity and professional care at all times. I feel very confident of the choices made with her support.

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