Panorama Wealth

Name: Panorama Wealth
Address: 490 Northbourne Avenue, Dickson, ACT, 2602, AU
Telephone: (02) 6189 5896
Price range: $$
Rating: 5

Experienced financial advice in Canberra, tailored to your goals.

5(79 reviews)

financial-advising

Est. 2017

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About

Panorama Wealth is a financial planning firm based in Dickson, Canberra. We provide personal financial advice covering investments, superannuation, retirement planning and wealth building. Every client's situation is different, so our advice is tailored to your circumstances and goals. We start with a thorough initial consultation to understand where you are and where you want to be, then build a clear plan to get you there. Panorama Wealth is an authorised representative of Beryllium Advisers (AFSL 528250).

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Location

490 Northbourne Ave, Dickson ACT 2602, Australia

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Panorama Wealth

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Information

490 Northbourne Avenue

Dickson, ACT, 2602

(02) 6189 5896 www.panoramawealth.com.au/

Services

Retirement Planning

Advice on building towards retirement, including superannuation strategies, transition to retirement options and pension planning.

Investment Advice

Guidance on building and managing an investment portfolio, including ETFs, managed funds and direct shares, matched to your risk profile and goals.

Wealth Building

Strategies to grow your wealth over time, including savings plans, debt management and building long-term financial security.

Superannuation Advice

Reviewing your super arrangements to make sure your fund, contributions and investment options are working for you.

5.00 · 79 reviews

Overall rating

Stephen Nichols

via Google

· 5 months ago

George provides detailed financial analysis when providing financial advice and professional services. In times of market fluctuations this level of support provides a high level of assurance to clients when making investment decisions.

Margaret Nichols

via Google

· 5 months ago

I have been with Panorama Wealth for 5 years. George, my Principal Adviser, is very professional, displays a personal understanding of my financial situation, has a sound and intricate knowledge of the financial market especially when providing choice and options. I highly recommend George and Panorama Wealth.

Jordan Ellis

· 5 months ago

Tnfast Translations

via Google

· 5 months ago

Kirra Lawson

via Google

· 6 months ago

I had a finance appointment with George and it was such a great experience. He explained everything clearly, answered all of my questions, and made what can sometimes feel like a complicated process really easy to understand. I left the meeting feeling confident and much more organised with my finances. George is professional, knowledgeable and genuinely cares about helping his clients. Highly recommend!

Rhi Disljenkovic

via Google

· 6 months ago

George Collie at Panorama Wealth has been fantastic to work with. He’s incredibly knowledgeable but explains everything in a way that’s easy to understand. I really appreciated how genuine and approachable he is. I always leave our conversations feeling clearer and more confident about my choices. Highly recommend!