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.

  • I just wanted you to know how Patrick and I have really appreciated Lorena’s care and expertise and Lina’s helpfulness.  Lorena has gone the extra mile to help us move forward with our finance, and Lina is always there if we need assistance. I remember the first appointment we had with John, giving him all our information not knowing how it would be possible for us to ever own our own home again.  Now here we are in our beautiful home.  I am so glad we heard of your company’s advertisement all those years ago.  I remember how Patrick at first, couldn’t believe I wanted to travel all the way to Narrabeen for financial advice but of course he is now very glad we did! We still have a way to go to get this house paid for, but, I know if it wasn’t for the advice we have had from Osborne Yuille it would not have happened.

    Cheryl Dethan
  • 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.

    Odyssey Interiors Pty Ltd
  • 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.

    Swee and Michael Aw
  • 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.

    Lyly You
  • 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!

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