PW
Panorama Wealth
Experienced financial advice in Canberra, tailored to your goals.
5
financial-advising
$$
Est. 2017
Experienced financial advice in Canberra, tailored to your goals.
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).
Advice on building towards retirement, including superannuation strategies, transition to retirement options and pension planning.
Guidance on building and managing an investment portfolio, including ETFs, managed funds and direct shares, matched to your risk profile and goals.
Strategies to grow your wealth over time, including savings plans, debt management and building long-term financial security.
Reviewing your super arrangements to make sure your fund, contributions and investment options are working for you.
Overall rating
Jordan Ellis
VerifiedTnfast Translations
Kirra Lawson
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
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!
Jeff Gobbels
George was so insightful and helped us greatly with our financial goals. I couldn’t recommend him highly enough
Paula Bonfini
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.
