George Pereira

Having worked for national financial planning companies in the past, George has extensive experience in the provision of advice in risk insurance, investments and retirement planning and is focused on forming long-term relationships with his clients.

George has been awarded a Masters of Commerce (Financial Planning) and a Bachelor of Commerce through University of Western Sydney as well as having the Diploma of Financial Services (Financial Planning). He is also a director of the Sir Roden and Lady Cutler Foundation.

Email - george@futurumfp.com.au

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.

“George keeps an attentive eye on our investments and is attuned to our needs. He always advises of variations that will be in our best interests. He is very responsive to our queries, listens and takes note of our views. He provides a clear and concise explanation of issues and consults with us on changes he identifies in our best interest. He acts quickly on recommendations as agreed and we look forward to continuing our association.”

— Malcolm and Helen, long-term clients