Award Winning Wealth Experts

Winners 2019 & 2020 – Product Review Awards

  • Wealth Strategies
  • Property Investing
  • Tax Minimisation
  • Wills & Estate Planning
  • Investment Lending

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550+ Five Star Reviews

Others See Covid, We See Opportunity.

We have a proven record of getting results for our clients.  Our team of specialists are equipped to find opportunities and deliver results in both rising and falling markets. With hundreds of 5-star reviews we are Product Reviews award winner for 2019 and 2020. Now is the time, we invite you to grow your wealth with us.

Property Investments

Wealth Strategies

Tax Strategies

Investment Lending

Estate Planning & Wills

Legal Advice

Over 550 Five Star Reviews.

Your Team Of Experts

Our approach seamlessly integrates qualified specialists in property, accounting & taxation, wealth, debt reduction and finance to maximise your financial potential.  This highly tailored and integrated strategy has helped thousands of our investors build property portfolios, minimise tax, grow wealth and secure stronger financial lives and is reflected in over 550 five-star reviews.

Invest With Confidence

Looking to invest in property? Our Investment Committee has reviewed over 1 billion dollars of  property investments and specialise in cutting through the noise and finding the hidden gems.  We work with you to identify the right property criteria for your wealth strategy supported by in-depth research and backed by highly detailed cash-flow forecasting.

With the right people on your side you can secure your future.

Affordable & Accessible

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.

Strengthen Your Retirement

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

 

Tools To Keep You On Track

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.

Support You Can Count On

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.

Qualifications & Experience

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:

  • Wealth Management
  • Property Research & Investing
  • Taxation & Accounting
  • Finance & Lending
  • Wills, Estate Planning & Law

 

Keith Bensley

Chief Executive Officer

Yulia Vrany

Wealth Strategist

Simone Carkeek

Finance Team Leader

Daniel Thalji

Manager of Wealth Services

Frequently Asked Questions

When is the best time to see a wealth 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.

Who have you worked with in the past?

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.

What does it cost to get started?

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.

How can a wealth strategy help me?

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.

How can I see a wealth expert if I am really busy?

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.

What support do I get to help me stay on track?

Our clients receive extensive options for ongoing support to ensure your strategy keeps pace with life’s challenges and keep moving towards your goals.

Get In-House Finance Fast

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.

  • Investment Loans
  • Debt Consolidation
  • Low Rate Mortgages
  • Tailored Loans with Step-By-Step Support

We also have access to over 20 specialist lenders with some of Australias lowest interest rates.

Get in touch with a Wealth Expert for FREE!

We’re here to help.

With the right people on your side, you could be financially liberated.
Take the first step and chat to our team today.

Over 550+ 5 Star Reviews