George Pereira

FUTURUM FINANCIAL PLANNING PTY. LTD.

Platinum
18 Yrs Experience
Sydney, NSW 2000
Why you want to achieve your goals is where every first interview should start as Financial Planning is more than just about managing your money. George aligns your financial choices with your most important goals and your most deeply held values and works with you to put your entire financial house in perfect order and keep it that way forever. You don’t need a large bank balance to work with George, only a deep desire to organise and take control of your financial situation with George taking the role of your financial coach. You can have the highest level of confidence that no matter what happens in markets, the economy, or the world, that you will achieve your goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 27
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

FUTURUM FINANCIAL PLANNING PTY. LTD.

Level 24, Tower 3, 300 Barangaroo Avenue
Sydney, NSW 2000

Opening hours

  • 8:00am – 7:00pm Monday – Friday

Licensed by

Capitalwise Financial Services

AFSL 478766

4.70
27 Reviews
5
4
3
2
1
4.75
Clear communication
4.55
Knowledge & expertise
4.80
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 27

Sort by

4.50

"George has given advice on my super, insurances and share portfolio. He's been open to my goals and always promptly addressing any queries I have. I always receive George's full attention and care when I need it."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"George has given me advice in areas including loan products,self managed super funds and managing debt, George was usually able to explain things to me in a clear way , Through George's knowledge and experience i feel very confident that the advice given was right for my needs, I always received George's full care and attention when i needed as he always reply my emails, phone calls and sms's ,I would highly recommend George as a Finanical Advice ."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"George's is a good financial adviser, he helped us in our SMSF and ongoing strategy for our retirement. He's down to earth and always listen to us carefully....he respon very quickly to our questions."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George has always been extremely helpful and very quick to respond to all requests. His advice has helped me fit various insurance, and super around my property investments that I manage myself."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Always listens to what the client wants. Advice clearly explained. Easy to deal with. Follows up where necessary and ensures client is kept up to date with progress."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George was extremely helpful, going through all relevant details suited for me. I would highly recommend George to anyone needing a financial planner."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"George has provided consistent advice about saving and investment over many years that is tailored to our needs. He recognises our philosophy in terms of investment and provides a range of options for us to choose from. George is always happy to take the time to explain various strategies."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"George has been great - a wonderful person to help navigate the financial challenges we face. He is consistent and highly responsive."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"George is a friendly, responsive and knowledgeable advisor who has always made it his business to be aware of my wishes and circumstances. The advice given, allowing for the vagaries of the market, has been consistently sound."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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