George Pereira

FUTURUM FINANCIAL PLANNING PTY. LTD.

Platinum
22 Yrs Experience
Sydney, NSW 2000
4.78
29 Reviews
5
4
3
2
1
4.83
Clear communication
4.66
Knowledge & expertise
4.86
Customer care
4.76
Likely to recommend
Showing reviews 1—10 of 29

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5.00

"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."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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
Showing reviews 1—10 of 29

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
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting