About Tony Pereira
Tony has been providing creative Financial Planning solutions for Lake Macquarie, Newcastle and Hunter based clients since 1997. Tony is our Practice Principal and is a Certified Financial Planner.
Tony sees his role as inspiring and supporting change in peoples' lives. This is best achieved by supporting clients over the long term, by creating the space for open and honest communication, providing an understanding of the choices available and the tools to make choices .... and then getting things done.
Tony's vision is to build on our team of Financial Services Professionals who, at their core, stand for the delivery of client focused, value based outcomes. These outcomes should support each Clients' life journey and are celebrated and acknowledged.
As the Father of a young family of four Tony is firmly "Family First" but does, from time-to-time, manage to pursue his passions of music, golf and the Mighty Dragons.
About Belinda Hopkins
Bel has the role of Office and Client Relationship Manager.
Bel has been in the Financial Planning industry since 2001 and is passionate about delivering quality and timely support to Clients of our Practice.
Applying the knowledge and experience gained in her previous Financial Planning roles, Bel’s goal is to continue building on the systems and processes that support an outstanding client experience. As the first point of contact, Bel is enthusiastic about the opportunity to develop relationships to support our Clients' individual needs.
Bel loves spending time with her family and friends and enjoys entertaining at home. Bel & her hubby, Gregg, have a serious case of wanderlust and love nothing more than travelling together, although they do find it hard to leave their two beautiful German Shepherds and one cranky cat!
About Melanie Pereira
Melanie is our Human Resource and Marketing Manager.
With over 14 years experience in both Human Resources and Customer Service Management roles, Melanie's focus is on ensuring our Client Service Philosophy and our Employees' values are aligned and are evident in every facet of our business.
Melanie is passionate about creating an environment where Employees and Clients feel they are valued members of our Financial Planning family. Melanie is invested in the success of both our Employees' and our Clients' in achieving their financial and personal goals and will be key in acknowledging and celebrating the achievement of those goals.
As the Mother of 3 amazing little boys; Oliver, 4; Samuel, 3 and Charlie, 2, Melanie is kept busy with her commitments to family and work, however, does enjoy introducing the children to new experiences, involving the children in cooking, craft and outdoor activities.
Why Clients Choose Us
Clients choose to be a member of the growing Lake Macquarie Financial Planning community because:
- We present You with all the Choices and support You to make the ones that best suit You, not Us
- We Speak to Your agenda, not ours
- We are genuine in our desire for long term and deeper client relationships
- We are there to support, acknowledge and celebrate your success
- We have the TIme, Inclination and Knowledge to support your success
Common Questions Answered...
Do You Offer A Free Initial Consultation?
Yes - the first step in our process is to learn about you and your goals and to see if our solutions are a match for your needs. We will do this at our expense.
Is there A Guarantee?
Yes - we will not undertake a product or strategy solution unless we can guarantee that you understand all that you wish to know, it meets your needs and is in your best interests.
What Payment Methods Do You Accept?
The Fee for Service for your selected package can be settled via Direct Debit, BPay and EFT from your Credit Card or Bank Account. Where your advice includes Superannuation advice, you may be able to choose that some of your Fee for Service is debited from your Superannuation account.
Are Our Sessions Confidential?
Yes - we uphold strict Privacy Principles. You will need to authorise us to obtain personal information or provide your information to any third party.
What Does It Cost?
The cost to research, prepare and implement your advice will depend on the service package you select and the Scope of Advice we agree upon. We will not undertake any advice preparation without your agreement to the Scope of the advice and Fee for Service payable. Please refer to our FSG for further information.
How Long does It Take?
We usually request that you set aside an hour and a half for each consultation to allow us to be sure we understand your needs clearly. Typically two to three consultations will be required to get from "Getting to Know You" to "Plan Implementation".