Financial Advice That Simplifies Life and Builds Wealth
I'm Alan O'Reilly — a licensed financial adviser helping Australians make smarter decisions with their money. My advice is clear, personal, and always aligned with your goals.
Services I Offer
Investment Advice
Build wealth through smart investment strategies
Learn moreSuperannuation Advice
Maximise your super including SMSFs
Learn moreInsurance Strategy
Protect what matters most
Learn moreTax Planning
Minimise tax and maximise returns
Learn moreRetirement Planning
Plan for the retirement you want
Learn moreSMSF Advice
Strategic guidance for self-managed super
Learn moreWhat My Clients Say
"Alan helped us to figure out a good plan to achieve our financial goals. He listened and understood what we wanted and created a plan aligned to our values and risk appetite. He didn't push for any extras or try to sell us products or services. Very empathetic and understanding. Clear actionable advice, no nonsense."
"Alan took the time to understand our situation and provided clear, specific advice. He made implementing changes easy and was always responsive and transparent. We felt well supported throughout."
"We've never felt more confident in our financial future. Alan came prepared, listened carefully, and gave clear, thoughtful advice. We've already recommended him to friends and will definitely be back."
"Alan had the patience to educate and guide me through my options, helping shape a secure retirement plan. His responsiveness and ability to explain things clearly made all the difference."
FREE RETIREMENT QUIZ
How prepared are you for retirement?
Most people have a rough idea — but aren't sure where the gaps are. This free 5-minute check gives you a personalised readiness score across five key areas, plus a tailored checklist of things worth looking at.
Take the QuizNo login required · Takes about 5 minutes · Completely free
What you'll find out
Your Financial Advice Journey
Discovery Call (30 min)
We'll explore your goals in a no-pressure chat to see if we're a good fit.
Fact-Finding Process
A detailed online questionnaire followed by a one-on-one deep dive session.
Strategy Overview
You'll receive a high-level recommendation summary. No obligation to proceed.
Statement of Advice
A formal plan tailored to your circumstances, including clear next steps.
Implementation
I'll assist you in executing the strategy efficiently and correctly.
Ongoing Support
Annual reviews and on-demand updates to ensure your strategy remains aligned.
Free Resources
How to Optimise Your Super
A free guide to making the most of your superannuation — contribution strategies, tax savings, and common mistakes to avoid.
No spam. Unsubscribe anytime.
Beginner's Guide to Investing
A plain-language introduction to investing in Australia — how to start, what to consider, and how to avoid common pitfalls.
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Ready to Take Control of Your Financial Future?
Book your free 30-minute discovery call and let's discuss how I can help you achieve your financial goals.
Book Your Free Discovery Call