George Pereira

FUTURUM FINANCIAL PLANNING PTY. LTD.

Platinum
18 Yrs Experience
Barangaroo, 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 4.75
  • 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.

Tower 3, Level 24, 300 Barangaroo Ave
Barangaroo, NSW 2000

Opening hours

  • 8:00am – 7:00pm Monday – Friday

Licensed by

Capitalwise Financial Services

AFSL 478766