Reviews

"My husband and I recently met with George Collie from Panorama Wealth, and the quality of advice and professionalism stood out immediately. George was exceptionally knowledgeable, approachable, and incredibly thorough. He took the time to really understand our financial situation, clearly explaining where we are now and mapping out practical strategies to help us confidently plan for retirement in the coming years. George provided valuable advice on budgeting, long-term planning, and investment considerations, breaking everything down in a way that was easy to understand and reassuring. We left the meeting feeling informed, empowered, and optimistic about our financial future. We would wholeheartedly recommend George to anyone seeking personalised, trustworthy financial guidance and retirement planning advice."

"My wife and I had an excellent experience with George from Panorama Wealth. From the moment the appointment began, George was extremely knowledgeable, professional, and clearly well-prepared. He tailored the entire session to suit our specific needs, taking into account the basic information we provided and developing a comprehensive strategy that included income, mortgage, superannuation and tax planning unique to our short and long term financial goals. George reviewed the performance of our superannuation in detail, offered thoughtful recommendations, and explored other tailored options for growing our wealth. George's ability to answer questions promptly and confidently demonstrated a deep understanding of the subject matter. He also provided realistic projections based on real-life figures, which really helped bring clarity to our long-term planning. Both my wife and I felt incredibly comfortable throughout the appointment - there was no rush, and we were encouraged to ask as many questions as we needed. We left feeling confident, informed, and very satisfied with the quality of advice we received. We now have a solid 10 year pre-retirement financial plan in place and would recommend George's services without hesitation to anyone looking for unbiased and personalised financial advice."

"I've got a jaded history with financial and investment advisors. Like a lot of you folk reading this, I'm highly critical of the hype, marketing and self interest that has been the hallmark of the finance industry in the past. I need logical and traceable evidence-based advice and recommendations that my wife and I can understand. Most of all, I need to be confident that my advisor is developing a strategy that's tailored for my specific needs and not just blindly applying a model based on my risk profile. George Collie is the thinking persons' investment advisor - Personable and professional, an excellent communicator and most importantly patient and methodical. I sleep easier nowadays and am 100% happy with the service I am receiving from Panorama. Highly recommended - get in quick while you still can."

"Meeting with George was my first ever interaction with a Financial Advisor. George explained everything in simple terms which was easy to understand and follow. The initial consultation was for 90 mins and I am just astounded by how valuable George made it for us. He not only answered all our questions he also went beyond and explained the reasoning for all the answers. George came across as honest, diligent, thorough and outcome oriented. We came out confident and clear on our next steps. He also recommended platforms to use and what ETFs should we be going for based on our scenario. Would definitely recommend George."

"After meeting with two other local financial advisors and walking out with no clear strategy and a large bill, it was a relief to find George Collie. George gave us all the time we needed to go through all our options and questions and on completion we know where we are heading and what we need to do. Highly recommend George."

"George has a wealth of knowledge and very willing to share this. He was able to answer all my questions regarding my upcoming retirement, as well as give some relevant information regarding my husband (who wasn't even in attendance). This information should maximise our allocated pensions for retirement. Best of all I didn't get a sales pitch, just honesty."

"George demonstrated a deep understanding of financial planning and took the time to really listen to our goals and concerns. He was thorough, thoughtful, and explained everything in a way that made it easy to understand - no confusing jargon, just clear and practical advice. George was responsive to our questions and made us feel confident about the decisions we were making together. What stood out the most was his genuine interest in helping us succeed. It's clear that George cares about his clients and their futures, and that kind of integrity is rare to find. Thanks to his guidance, I feel much more secure and optimistic about my financial future. I highly recommend George to anyone looking for a knowledgeable and trustworthy adviser."

"I had my first meeting with George to discuss my current and future financial situation. George was so very helpful explaining all my options in a language that was easy to follow and understand. He offered sound advice which I will be acting on. George made me feel very comfortable discussing my financial needs. Should my family or friends be looking for financial advice I will have no hesitation in recommending George."

"I was very particular in who I came to with our family requirements, after booking in with George and meeting with him I can confirm he is a great choice and went through all strategies we already had in place and gave more information on how we could improve these strategies, along with other strategies to implement and we have certainly found the person who we will entrust with guiding us hopefully all the way into retirement."