George Pereira

FUTURUM FINANCIAL PLANNING PTY. LTD.

Platinum

21 Yrs Experience

Sydney, NSW 2000

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George Pereira is a highly respected financial planner in Sydney with over 20 years of experience helping Australians grow, protect, and pass on their wealth. As the Principal Financial Planner at Futurum Financial Planning, George specialises in retirement planning, superannuation strategies, investment management, and personal insurance advice.

Recognised for his client-first approach and deep technical expertise, George works closely with individuals, families, and business owners to create tailored financial plans that deliver confidence and clarity. His advice is backed by full ASIC accreditation and membership with the Financial Advice Association Australia (FAAA), SMSF Association and Association of Independently Owned Financial Professionals (AIOFP) ensuring the highest professional and ethical standards.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Small Business Advice
Borrowing
Growing Assets

5.00 February 2025

George is one of the best advisers in the country that I have done business with over the past 20 years. He is not only my adviser, he is an associate and business partner for my financial future. Hands down I recommend George for any of your financial planning requirements and would be happy to provide a verbal recommendation to this effect. He is knowledgeable, experienced, a professional and a leader in his industry. He is also easy to deal with and caring and considerate for each and every one of his clients.

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.