Lake Macquarie Financial Planning

After 35 years as a Financial Planner myself , I had to select someone to take care of my affairs in Retirement.Pereira has all the qualities , integrity and professionalism required to meet my needs . I can highly recommend Tony and his team at LMFP to You.Jeff BrownFounderNewcastle Financial Planning Services

As an accountant I need to be confident in the financial planner I refer my clients to. I refer my clients to Tony because I can rely on his wealth of experience gained over his 20 year career and the outcomes I have personally reviewed of many of his long term client to whom he has provided years of top quality holistic advice.I highly recommend anyone seeking financial advice or mortgages contact Tony for an appointment.

I have been a client of Tony and his team for a number of years.I value his advice and guidance through the rough seas of the financial world.

I've had the pleasure of working with Tony and his team for a few years now and can't recommend them enough. Thank you LMFP!

Tony is thorough, non judgemental and professional on all levels. His suggestions have helped my husband and I plan for a financially secure future and we are very thankful for Tony's honesty, knowledge and sound advice.

I have been a client of Lake Macquarie Financial Planning since it was established. I have found them highly professional and responsive. We have worked on my individual and my families' needs and have always found their advice to be spot on. I have recommended LMFP to people through word of mouth and wouldn't hesitate to do it again.

I have been with Tony for many years and would not be in the very comfortable financial position I am today without the dedication of him and his team.I highly recommend Tony as your financial planner. He listens to your expectations, can explain strategies so they are easy to understand and is genuinely invested in getting you to your financial goal.

A lifelong customer of Tony, excellent service and support.Thank you

I became one of Tony's clients around 3 years ago when I was about to be relocated due to my employment. This move was going to result in an increase in my fortnightly free cash, I sought Tony's advice on how I could best utilise this additional money to accelerate my medium term wealth growth. I have always found Tony to be excellent at explaining financial concepts and ensuring that I understand the options available to me. Tony's knowledge in personal wealth creation is excellent and I have always felt that he has my best interest at heart which has been confirmed by the performance of my portfolio. I happily recommend Tony to family and friends with my sister also a very happy client.

Tony and the crew at Lake Mac Financial Planning have been looking after my financial wellbeing for decades. They know exactly what I am trying to achieve for my lifestyle and don't hesitate to inform and guide me when changes need to be made. I would not be in the secure financial position I am in without Tony's expert knowledge and guidance.