Our services

At O'Sullivan Financial, we believe that every aspect of your personal situation is important and as a result, we take a "holistic" approach to advice for our clients. This means that we consider all areas of your circumstances including your goals and aspirations, personal cash flow and debts, investments, superannuation, taxation and estate planning, retirement plans and personal insurance and also how these aspects interact with each other.

In our experience, planning for life is rarely a "set and forget" exercise. Our clients goals and aspirations can change over time or the world around them can change. That is why we work with clients on an ongoing basis to ensure their plans remain on track to achieve their goals and assist with adjusting plans or strategies as changes occur.