My queries are answered promptly and always very professionally. I have ended up reaching my savings targets while they have also helped me purchase 2 investment properties without any stress.
I have been with Future assist for sometime. They have set up sound retirement strategy. They take the time to explain there strategies. The investments have been performing well.
The Road map reviews are a great way to gain reassurance that our future goals are being monitored, supported and facilitated.
The team at Future Assist are very thorough. Their combined knowledge and professionalism comes shining through in their presentations. They are readily available to answer any queries.
We have everything all in 1 place. Superannuation, insurance, wills, finance, all in 1 spot makes everything so easy. I am happily recommending Future Assist to my friends and family.
Love the new review process. Makes it really clear and easy to understand. We are really happy with the whole offering, support and outcomes to date.
Our Super has increased significantly which has greatly helped us being able to retire earlier than we originally expected. Their expertise and great communication has made it well worth our time working with Future Assist.
We’re satisfied with the services Future Assist offer, [...] and it’s paid off by seeing how well our investment property and shares are performing.
We've accomplished things that seemed impossible to us and we are looking forward to retirement even through its still many years away.
Their assistance in researching and then building an investment property purchase was amazing. There is no way we could have done this without Future Assist.
Our mission is to make quality wealth services affordable and available to all Australians who are motivated to make positive financial advances in their lives. Whether you are looking to grow existing investments or are ready to kick off a wealth creation plan we invite you to speak with us today.
Without a personal investment strategy Australians men are set to outlive their superannuation by 10 years, and women by 13.5 years. Led by the highest standards, our team make the road to retirement is secure and rewarding . When you invest with Future Assist, you can be assured that the investments selected are tailored to your retirement goals
Get industry leading insights and transparency into your money, monitor your cash-flow and the performance of your investments via our mobile app. The inbuilt artificial intelligence provides ‘hands free’ budgeting and tax deduction tracking so you can claim every cent.
Our commitment to you doesn’t stop at implementation of your strategy. We back our advice by providing our clients with extensive options for annual reviews & ongoing support to help grow your portfolio and help keep you tracking towards your goals.
No one person can know everything, that’s why every wealth strategy is built by a team of experts. Our team bring with them the knowledge, qualifications and experiences in a wide variety of disciplines, including:
Taxation & Accounting Specialist
Property Research Specialist
Finance & Lending Specialist
There is no ‘best time’, however if you are over 30 years old then speaking with a Wealth Expert can offer many benefits especially around areas related to optimising your finances, wealth building, reducing debt, taxation and ensuring adequate strategies are in place to protect your family in the event of unforeseen circumstances.
We have worked with a wide range of people from various starting positions and occupations including: nurses, IT specialists, labourers, teachers, civil engineers, police officers, CEO’s, office workers, doctors, taxi drivers, trades people and many more.
We firmly believe that you shouldn’t need to be wealthy to get a great wealth strategy. We invite you to call and speak with a Wealth Expert to discuss your requirements at no charge. We also offer the initial consultation at no cost (and no obligation) to allow us to get to know each other and to fully understand your needs and goals. It is also an opportunity to ensure you have all the information and time you need to better understand your options, our process and any fees involved.
Put simply, Future Assist’s Wealth Experts can help you create a plan to achieve your personal and financial goals. This can be specific (scoped advice) or big picture (holistic strategy). This may include budgeting, tax minimisation, debt consolidation, property portfolio building, investment lending and much more. Underpinning all strategies is a sophisticated strategy for growing a multi-property portfolio which has helped our clients grow their personal wealth, accelerate repayment of their mortgages and build a solid asset base for retirement.
We understand you are busy and that’s why we offer flexible appointments. Appointment types include Skype, phone, a meeting in our office, or we can come to you and meet you at your home. We want it to be easy for you to get the right wealth strategy.
Our clients receive extensive options for ongoing support to ensure your strategy keeps pace with life’s challenges and keep moving towards your goals.
Tailored, low rate finance designed to bring your goals to life. By choosing Future Assist for your next loan, you gain exclusive access to our low rate ASAP loan. All loans are tailored to your personal and investment goals, and are facilitated by our accredited lending specialists.
We also have access to over 20 specialist lenders with some of Australias lowest interest rates.