Peak Advice - Buderim, Queensland

Address: 7 Foote Ave, Buderim QLD 4556, Australia.
Phone: 753702058.
Website: peakadvice.com.au
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointments recommended.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Peak Advice

Peak Advice 7 Foote Ave, Buderim QLD 4556, Australia

☎️753702058

⏰ Open Hours of Peak Advice

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Peak Advice

Address: 7 Foote Ave, Buderim QLD 4556, Australia.

Phone: 753702058.

Website: peakadvice.com.au.

Especialidades

Financial consultant.

Otras características

Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, Appointments recommended.

Opiniones

This company has 18 reviews on Google My Business.

The average opinion is 5/5.

Características clave

Financial advisor con experiencia en estrategia y planificación financiera.

Conoce y entiende a sus clientes, brindando orientación y apoyo personalizado.

Utiliza una aproximación holística para abordar las necesidades financieras de cada cliente.

Ubicación

Ubicado en Buderim, QLD 4556, Australia.

Es fácilmente accesible por automóvil o transporte público.

Información recomendada

Para obtener más información, visite su sitio web en peakadvice.com.au o llame al 753702058.

Consejos

Si busca un asesor financiero confiable y experto, Peak Advice es una excelente opción.

Con su enfoque en la educación financiera y la planificación, puede sentirse seguro al dejar su futuro financiero en sus manos.

Resumen

Peak Advice es un consultor financiero con sede en Buderim, QLD 4556, Australia, que ofrece servicios de consultoría financiera y planificación.

Con una experiencia de años en la industria, brinda orientación y apoyo personalizado a sus clientes.

👍 Reviews of Peak Advice

Tamie T.

5/5

We’ve been with Brendan for a number of years and through a few challenging economies during this time. Brendan’s been great calmly answering our questions and strategising during each challenge and explaining things to us in very simple and easy to understand terms - educating us along the way (it’s so important to be financially literate). He’s also great at patiently continually following us up as we’re very time poor. We trust Brendan and are grateful to have found a financial advisor we are very happy to work with.

Teresa T.

5/5

I had the pleasure of working with Brendan and I couldn't be more satisfied with the experience. From the beginning, he took the time to understand my financial goals and tailor a plan that suited my needs.
Brendan is incredibly knowledgeable about the market and investment options, and he explained everything in a way that was easy to understand. He made sure I felt comfortable with every decision and provided clear, actionable advice.
What stood out to me the most was his professionalism and dedication to his clients. He always made himself available to answer any questions I had, no matter how small. I also appreciated his honesty and transparency throughout the process.
Thanks to Brendan I feel confident about my financial future. I highly recommend him to anyone looking for a trustworthy and effective financial advisor.

Suzanne D.

5/5

Brendan has been my financial adviser for the past 11 years. I was concerned about my retirement, superannuation and investment decisions which would affect my future going forward. With his expert help, Brendan patiently guided me through multitude of decisions through discussion and recognition of my goals and needs. He provided me with wise financial advice whilst we tailored my situation guided by his knowledge of the financial landscape, so valuable for my situation. He has always been prompt with responses to my queries, trustworthy and honest, and I consider him to be a good friend.

Kylie C.

5/5

Brendan at Peak Advice has been our financial adviser for the past 14 years. He originally provided advice on creating a financial plan for our future and this later became a plan for early retirement; a goal we have recently achieved. Brendan is knowledgeable and approachable, making himself available to answer any questions and encouraging input when making decisions regarding our portfolio. We are happy to recommend Brendan and look forward to working with him into the future.

P C.

5/5

Brendan has always been available to take questions and respond incredibly effectively with a raft of explanations and assistance for us in respect to our entire financial situation and future plans.
Our frequent discussions for goal setting and planning have been excellent ways for us to view our road ahead and plan, budget and respond to new situations that help us remain focused on an effective and confident future - especially as we look evermore closely at retirement.
I would only hope every person had someone as knowledgeable and honest in the financial minefield to speak to, in order to assist them in attaining their financial and well-being goals.
Our future looks very bright, with Brendan's significant assistance over the past many years!

Joe E.

5/5

I have found Brendan to be an astute advisor able to inform about the best management strategy for our stage in life and can highly recommend his expertise.
His outlook on investments meshed well with our expectations and the products he recommended have stood up well to market conditions over a number of years, returning the expected dividends while preserving capital value.

Pene M.

5/5

Brendan was entrusted to manage my Mum’s investment portfolio. Mum had the utmost faith and trust in Brendan. He attended to all her queries (there were a lot) with patience and kindness. When Mum passed away, Brendan helped my sister and I finalise the investments and assisted with the estate. Brendan truely cares about his clients and I know that Mum considered him a friend. If you are looking for an advisor that goes above and beyond, I highly recommend Brendan.

dave S.

5/5

Peak Advice provides us with up to date reliable information affording us the ability to make informed decisions concerning our investment future. Brendan O’Reilly is always responsive and prompt answering any questions we have. Our superannuation is performing well and Peak Advice gives us great peace of mind in retirement.