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:
Please call us today on 1300 727 082 and take control of your financial future.
Osborne Yuille are a great team who work holistically to provide us with sound professional advice on all issues for our business, superannuation, trust, partnership and personal tax affairs. We have known Irene Ohannessian for many years and she is our trusted advisor. Irene has assisted us with all our businesses, including guidance on complex tax issues and her advice has been invaluable over the years. We have found Irene to be knowledgeable and professional in all matters but also capable of thinking laterally to ensure optimal strategies are put in place to deliver the best outcomes. We are confident in Osborne Yuille’s services, and know that there is longevity in this relationship.
We have used Louie Liu and her team at OYA Financial since 2010, and we have been very pleased with the Accounting and Financial services she and her team have been providing. We found Louie very competent, informative and dedicated in her client services. She is very experienced and knowledgeable. Our accounting queries were always dealt with efficiently with links to the ATO website as evidence. The expertise and attention to detail with which Louie and her team have handled our financial affairs in particular relating to recent new legislations for SMSF pertaining to retirement could not be faulted. We would highly recommend her and OYA Financial to anyone wanting to achieve better accounting and financial outcomes.
We are very happy working with the Accountancy team at Osbourne Yuille for many years… I have been working with John, David and now Louie. The team is easy to approach and have long term experience. We've been a very happy customer for years and hope for more to come. We do really appreciate their great service.
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.
I have complete confidence in the advice and service that has been afforded me for many years and am very happy with the outcome.
Honestly, hands down the best financial advice! In all my years I have yet to meet a team as helpful, quick and efficient as OYA, I have my financial freedom back!! Thank you!