George Pereira – Financial Planner in Sydney

Principal Financial Planner | Wealth & Retirement Specialist | FAAA CFP® Member | SMSF Association SSA® | AIOFP CFS

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.

Over the years, George has been consistently recommended by clients and industry peers as one of the best financial planners in Sydney, known for turning complex financial concepts into practical, easy-to-understand strategies. Whether you are planning for retirement, investing for growth, or protecting your family’s future, George provides transparent, strategic, and results-focused advice.

Specialisations:

  • Retirement Planning & Superannuation

  • Wealth Creation & Investment Strategies

  • Personal Insurance (Life, TPD, Trauma, Income Protection)

  • Estate Planning & Intergenerational Wealth Transfer

  • Debt Management & Cash Flow Structuring

Credentials & Recognition:

  • Over 20 years of financial services experience

  • Masters of Commerce (Financial Planning), University of Western Sydney

  • Bachelor of Commerce, University of Western Sydney

  • Certified Financial Planner (CFP®) designation

  • SMSF Specialist Advisor (SSA®) designation

  • Certified Financial Strategist (CFS) designation

  • Director of Sir Roden and Lady Cutler Foundation

“My role is to give you clarity, confidence, and a clear path forward — so you can focus on living life, not worrying about money.” – George Pereira

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