George Pereira Cfp®

George Pereira Cfp® Email and Phone Number

Founder and Director of Financial Planning at Futurum Financial Planning @ Capitalwise
australia
George Pereira Cfp®'s Location
Sydney, New South Wales, Australia, Australia
George Pereira Cfp®'s Contact Details

George Pereira Cfp® work email

George Pereira Cfp® personal email

n/a
About George Pereira Cfp®

When your values are clear your decisions are easy - Roy DisneyWhats important about money to you? We don't start with your bank statements or investment needs but with your values. 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. It is this belief that led him to start Futurum Financial Planning where he could focus on helping people.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.As well as ensuring your financial well being, George also believes in giving back to the community which led to him becoming a Director of the Sir Roden and Lady Cutler Foundation. By volunteering his time on the board, George is able to help ensure that lack of money does not stop anyone from being able to seek treatment or attend Dr appointments regardless of distance.

George Pereira Cfp®'s Current Company Details
Capitalwise

Capitalwise

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Founder and Director of Financial Planning at Futurum Financial Planning
australia
Employees:
6
George Pereira Cfp® Work Experience Details
  • Capitalwise
    Financial Planner
    Capitalwise Feb 2017 - Present
    Australia
    We have a proven record in assisting clients achieve their individual life dreams through quality tailored financial advice. Our number one focus is our clients. As a boutique business, we can offer truly personalised service and be available for clients whenever they need our help.
  • Sir Roden & Lady Cutler Foundation
    George Pereira - Director
    Sir Roden & Lady Cutler Foundation Nov 2012 - Present
    The Sir Roden & Lady Cutler Foundation aims to provide needy Australians and their carers with the transport and financial support necessary to maintain and enhance their quality of life.
  • Futurum Financial Planning
    George Pereira - Founder And Director Of Financial Planning
    Futurum Financial Planning Jan 2012 - Present
    Sydney And Canberra
    A new concept in financial planning focused on more than just investments and returns. This is a financial planning company focused on your future goals whether they be financial or personal. We will be a true "fee for service" financial planning organisation that will put strategy first and product second!We service clients Australia-wide and have offices in Sydney and Canberra.
  • Proplan Financial Solutions
    George Pereira - Head Of Financial Planning
    Proplan Financial Solutions Jun 2006 - Jan 2012
    Chatswood
    *Managing the financial planning department;*Providing advice in all areas of financial planning;*Proactive engagement with customers at every opportunity to identify immediate and longer term needs, offering possible options and solutions;*Fulfillment of those customer needs by providing unmatched service and solutions from an accredited set of products, involving identification of opportunities to provide broader customer focused solutions; *Consistent approach in working towards delivery of superior customer service.
  • Hudson Advisory Group
    George Pereira - Nsw Financial Adviser
    Hudson Advisory Group Mar 2009 - Sep 2009
    Sydney, Australia
  • Wright Patton Shakespeare
    Senior Financial Adviser
    Wright Patton Shakespeare Mar 2004 - Jun 2006
    *Actively managing and training 2 members of the Advisory Services Team;*Analysing clients situations and making recommendations for various situations;*Reviewing all insurance and managed funds clients of WPS; *Presenting insurance and managed funds recommendations to all WPS interstate clients.*Sourcing and securing new business (via telemarketing and cold calls) and compiling regular reports to analyse business.

George Pereira Cfp® Skills

Investments Superannuation Strategic Financial Planning Financial Services Financial Planning Wealth Wealth Management Income Protection Retirement Planning Insurance Financial Advisory Investment Strategies Investment Advisory Portfolio Management Wealth Accumulation Smsf Pensions Financial Planners Business Planning Estate Planning Financial Advice Business Strategy Equities Personal Finance Asset Management Risk Management Retirement Insurance Planning Asset Allocation Savings Securities Budgeting Retirement Income Strategies Banking High Net Worth Individuals Asset Protection Etfs Financial Management Customer Relations Investment Management Life Insurance Debt Management

George Pereira Cfp® Education Details

Frequently Asked Questions about George Pereira Cfp®

What company does George Pereira Cfp® work for?

George Pereira Cfp® works for Capitalwise

What is George Pereira Cfp®'s role at the current company?

George Pereira Cfp®'s current role is Founder and Director of Financial Planning at Futurum Financial Planning.

What is George Pereira Cfp®'s email address?

George Pereira Cfp®'s email address is ge****@****.com.au

What schools did George Pereira Cfp® attend?

George Pereira Cfp® attended University Of Western Sydney, University Of Western Sydney, Tribeca Learning, Kaplan Professional, Kaplan Professional, Kaplan Professional.

What skills is George Pereira Cfp® known for?

George Pereira Cfp® has skills like Investments, Superannuation, Strategic Financial Planning, Financial Services, Financial Planning, Wealth, Wealth Management, Income Protection, Retirement Planning, Insurance, Financial Advisory, Investment Strategies.

Who are George Pereira Cfp®'s colleagues?

George Pereira Cfp®'s colleagues are Jenny Zhou.

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