Mark O'Brien Email & Phone Number

I have a passion for working with clients to realise their ideal future. I seek to uncover the purpose or belief that inspires you to do what you do. I listen first in order to understand what is unique about you and how I can help you in achieving your goals. In partnering with me we will discover what you need to do to be successful and how I can help you achieve that success.I have a particular interest in engaging with business advisory clients and family groups.Business AdvisoryAs your business advisor I can assist you in a proactive way to improve your financial position by increasing cash flow & capital value and reducing tax leaving you with more time to spend working on your business rather than in your business. I will give you confidence about the future and help you stay focused and on track.In working together I will:• understand what the landscape beyond your horizon looks like• understand your operating environment• gain insights into your business• challenge and evolve your thinking• view your business from a strategic perspective rather than operational• support and hold you accountable for achieving your desired outcomes• keep things simple and easy to understand• provide a framework for strategic decision-making• take care of all your compliance obligations so you can focus on growing your businessFamily GroupsAs your family advisor I aim to help you achieve what’s important to you and your family. I can then guide and support you with a strategic plan designed to allow you to make informed decisions and give you confidence about the future. I will work closely with you and your family in the growth and preservation of capital in addition to advising you about the most effective transition of capital across generations ensuring your family values and legacies are carried on.

Listed skills include Finance, Tax, Estate Planning, Financial Reporting, and 14 others.