About Us
Tailored strategies to create and protect your wealth.
Panorama Wealth delivers tailored and comprehensive advice to help clients meet their financial and lifestyle goals. What makes us stand out is that we treat clients like we would family and friends, and always keep your best interests at heart.
Our highly qualified financial advisers guide clients through the process step-by-step, from the initial meeting through to the implementation and ongoing review. Some of the areas that our advisers can help clients with include:
Investing
Tax effective wealth creation
Superannuation
Retirement planning
Defined benefit pensions
SMSFs
Redundancy payments
Inheritances
Why choose us?
Highly Rated: 60+ 5-star Google reviews & 30+ 5-star Adviser Ratings reviews.
Highly Experienced: George has 15+ years industry experience & 25+ years investing experience.
Time Rich: Less than 40 ongoing investment clients (compared to the industry average of 101), combined with technology driven administrative process efficiencies, allows us to give you one point of contact and the time and effort we gave clients in year one. Not being in back-to-back meetings all week, allows us to answer the phone, chat for an hour and be there for you.
Interests Aligned: A driving force behind our passion for investing is the desire to perform well in our personal investment portfolios. There is likely to be a high level (if not, total) overlap between the investments we recommend in client portfolios and the ones we use in our own. We charge 0.60% pa on investment portfolios, further aligning our drive to achieve desirable performance outcomes for clients.
Highly Qualified: All financial advisers at Panorama Wealth have a Masters degree.
Non-Aligned: Our AFSL, Beryllium isn't vertically aligned with any platforms or investment products. We do not receive any commissions from the investment products that we recommend.