Tony Pereira

Lake Macquarie Financial Planning

Platinum

27 Yrs Experience

Warners Bay, NSW 2282

About Tony
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With over 25 years in Financial Services I remain passionate about helping people achieve their long term financial goals. Being a Financial Planner for me is about creating relationships of trust where I can support the important decisions my clients make over their financial life.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Borrowing
Tax Strategies
Growing Assets
Budgeting

5.00 August 2024

Thanks to Tony's advice and direction, we are living mortgage-free on a small property, something we never dreamed would be possible. Tony is always a delight to talk to, always positive and even when you first meet him, he feels like a great friend. It's so nice in this world of people who expect to be paid to do nothing, to have someone who gives full value service, with his education, excellent knowledge base and experience applied so effectively. I've sent several friends to him, all of whom have been super happy. Can't recommend Tony's assistance highly enough.

5.00 May 2024

We have been using Tony's solid advice for many years. Our son is about to turn 18 and we are getting him on the right financial path from an early age. We wish we had know what we know now at his age. Thank you to Tony, Mel and the team for always listening and helping us to make well informed decisions.

5.00 June 2023

I can not fault the dedication Tony and his team have provided my wife and I as we approach retirement. His advice to me for over 20 years ash been honest and extremely valuable. Thanks always Jeff.

5.00 March 2023

Tony always explains how he will invest my money, that meets all my needs, in plain clear English that is easy for me to understand.

He is always punctual and always returns my calls when required.

I would have no hesitation in recommending Tony and his Company to anyone looking for Financial Services.

5.00 March 2023

We were referred to Tony from our sister who has been with Tony for many years. We found Tony very approachable and friendly with a very professional manner. He is very easy to understand and explained all details in terms we could understand . He most certainly put us at ease with our future retirement requirements. Nothing is ever too difficult for Tony and he is only a phone call away to chat too. He is extremely punctual and reliable with appointments in office and on the phone. We have been travelling around OZ for the last year and he is easily contacted for any reviews or requests we have. We would not hesitate to recommend Tony to anyone seeking financial advice, that comes with a friendly smile and wonderful laugh to put you at ease. His service really is exceptional!