Chris Pereira profile photo
4.50
2 Reviews

Chris Pereira

Partners Wealth Group

Gold
7 Yrs Experience
South Perth, WA 6151

I help those seeking to identify, plan and achieve their life's financial goals.

I am passionate about economics, personalised investment advice and cash flow planning, as well as finding and implementing efficient solutions. My advice philosophy combines these passions with a genuine desire to help people to provide tailored, ongoing financial solutions and guidance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.50
  • Number of reviews 2
  • First year providing advice 2016
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Economics and Financial Planning)
  • Language spoken
    • English

Partners Wealth Group

Level 1, 6 Lyall St
South Perth, WA 6151

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665