Our Clients

Osborne Yuille’s core client base includes mid to senior level executives, business owners, professionals and self-funded retirees.

Typically, our clients focus their energy and skills on their own particular profession or business. However, with limited time to plan and manage their personal affairs, our team provides specialised expertise and professional advice and solutions to help manage their personal wealth management strategies.

Our aim is to understand our clients’ requirements and develop the sophisticated strategies to create, manage and protect their wealth over the long-term.

We undertake an annual client satisfaction survey, which provides insights into understanding our clients’ expectations and requirements together with developing our service standards. We are pleased to share some comments from our clients, which have been extracted from the last survey:

“I have complete confidence in the advice and service that has been afforded me for many years and am very happy with the outcome.”

“I can only thank you so sincerely John for all your precious time and the care shown to Pat and myself. I don’t know if you can possibly ever understand the feeling of safety your advice has personally given me. Such a huge positive input in so many lives. God bless.”

Please call us today on 02 1300727 082 and take control of your financial future.