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. We offer family advisory in Melbourne and more.

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.

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O’Brien Financial Advisors is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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