John O'Brien

John has always been there for me whether in person, email or phone with any problems I’ve had with forms etc. he has been so good I was lucky my son had his services 18 years ago and he has continued with our family finances so much that I have recommended him to friends which they have reported the same great service.

John is very easy to talk to. This is key to formulating any plans. He has knowledge of traps and scams we might otherwise fall victim to. He puts plans together that are suited to clients needs, no dodgy get rich quick schemes, just good solid advice from highly qualified, experienced and independent financial planners.

I have been with the team at Visis since 2008, when my previous financial planner exited the industry during the GFC. John was a steady hand through a tumultuous time when I was not able to think clearly. He rebuilt my portfolio, cleared my margin loan and set me up for a complete recovery.

I cannot stress how valuable his knowledge, experience and friendship has been to me over the years.

I have full confidence in John’s commitment to my future financial security. The superannuation strategies we have employed over the years mean that I can face retirement without stressing about finances. That is worth a lot to me. John takes a personal interest in his clients and he has gone out of his way to share information on areas of interest to me that are relevant to my retirement. He and his team respond promptly to any questions I may have and are a please to work with. I recommend John highly to anyone seeking financial advice and superannuation management.

John has given me advice in areas including loan products, self managed super funds and managing debt. John was usually able to explain things to me in a clear way. Through John's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received John's full care and attention when I needed it.