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Panorama Wealth

5.0(91 reviews)See reviews ↓·Canberra

About the company

Panorama Wealth is a Canberra-based financial planning firm servicing clients across Australia. Panorama Wealth treats clients like family and friends. Panorama Wealth has fewer than 40 ongoing investment clients. Panorama Wealth charges 0.60% pa on investment portfolios. Panorama Wealth was a finalist in two categories at the 2026 Australian Wealth Management Awards: Innovator of the Year (Financial Advice) and Innovator of the Year (Digital Advice).

Panorama Wealth's AFSL, Beryllium, isn't vertically aligned with any platforms or investment products. Panorama Wealth does not receive any commissions from the investment products it recommends. George has 15+ years industry experience and 25+ years investing experience. All financial advisers at Panorama Wealth have a Masters degree. Panorama Wealth provides advice on investing, tax effective wealth creation, superannuation, retirement planning, defined benefit pensions, SMSFs, redundancy payments and inheritances.

What customers say

Based on genuine customer reviews

Panorama Wealth is a financial planning practice located in Dickson, the ACT, and has accumulated 91 reviews averaging 5 out of 5. It appears in the directory's financial planning practice listings for the area. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

PA
Paul Altin22 July 2026

I had my initial consultation with George yesterday. He was very knowledgeable, easy to talk to, explained things clearly and took the time to answer my questions without making me feel rushed. I especially appreciated how honest and upfront he was about what he could and couldn't do for me. I left feeling much more confident about my financial future. Highly recommend George to anyone looking for advice.

BF
brent fraser16 July 2026

I have been dealing with George as my Financial Planner for the last 4 years and I would highly recommend George to anyone looking for advice in this area. George is highly trust worthy, knowledgeable and has always provided me with accurate and professional advice.

BL
Bella LMasters13 July 2026

I had a financial consultation with George today on retirement planning and I couldn't be happier with the experience. George is highly professional and genuinely client-focused. He addressed all of my questions with great expertise and provided excellent clarity on my next steps. Highly recommended!

S
Sean30 June 2026

You won't find better than George. He takes his time to really get to know you and your goals and is meticulous with his work ethic. He is also very approachable and knowledgeable. Highly recommended if you are looking for a Financial Planner in Canberra and surrounds.

HB
Helena B26 June 2026

George at Panorama Wealth has provided me with such a high standard of personalised & thorough advice. George is obviously a man who is passionate about wealth & longevity management & it shows in his advice. Thank you very much George.

SD
Sophie Davidson9 June 2026

I was referred to Panorama Wealth (George) by my accountant, who suggested that I would benefit from a conversation. This was my first interaction with a financial advisor, and George made the experience feel comfortable and straightforward. He reached out promptly after my enquiry and was very willing to discuss my situation. As I’m currently working through what the next 6–12 months may look like for me financially, he took the time to listen carefully and then clearly explained several options that could suit my circumstances. He also provided practical advice that is appropriate for where I am right now, and I feel satisfied with the guidance he offered. It’s my intention to reconnect with George in around six months, once I’ve made some decisions about my personal situation.

ML
Matt Long2 June 2026

My wife and I have had a very positive experience with George from Panorama Wealth and recommend him highly. He was very prompt in responding to an initial enquiry, and then on an introductory call steered us away from an unnecessary path we were considering. This set the scene and showed us that he was honest and would place our best interests first. Throughout our interactions, George has been very generous with his time. He provided us with detailed technical insights, while acknowledging the human elements involved in managing personal wealth. George is highly intelligent and has a detailed grasp of finance principles and investing, but he balances this with a clear, open, and down-to-earth communication style. He has a talent for translating complex financial elements into plain, easily digestible language which we really appreciated. George's advice has caused us to review our financial goals and shift our day-to-day practices. We are confident that these changes will significantly improve our future financial outcomes. We will come back to George for more advice as our circumstances change. If you are looking for a financial advisor who offers financial expertise, honest advice, and can explain it to you clearly, look no further than George.

Financial advisers & planners in Canberra compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Canberra are compared.

RankProviderRatingReviewsOpen Sat.
1Panorama Wealth (this page)★ 5,091No
2Retire Advice★ 5,0108Yes
3FWD Financial★ 5,028No
4Green Associates Financial Planning (Canberra)★ 5,049No
5Milestone Financial★ 5,0140No
Contact
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed