George Pereira

Mbt Management Pty Ltd

Platinum

20 Yrs Experience

Sydney, NSW 2000

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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.

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

5.00 May 2023

George has assisted us to now be on track to achieve our dream retirement. We have seen advisers in the past that have provided substandard advice with high fees. George was able to assist us restructure our investments and superannuation where we now can achieve the retirement that we have always wanted. We highly recommend George to anyone looking to achieve results at a reasonable cost. George has always been a pleasure to deal with, is highly knowledgeable and professional in our dealings.

4.50 June 2020

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.

4.50 July 2019

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 .

4.50 July 2019

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.

5.00 July 2016

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Adviser status Platinum
Rating 4.77
Number of reviews 28
First year providing advice 2004
Years of experience 20
Highest qualification
- Master of Commerce (Financial Planning)
Language spoken
- English

Mbt Management Pty Ltd

Suite 201, 365-377 Kent St
Sydney, NSW 2000

Futurum Financial Planning

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

8:00am – 7:00pm Monday – Friday

Mbt Management Pty Ltd

AFSL 238443

Capitalwise

AFSL 478766

George Pereira

Mbt Management Pty Ltd

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Mbt Management Pty Ltd

Futurum Financial Planning

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Mbt Management Pty Ltd

Capitalwise