Building wealth takes time, and it’s hard to do it alone.
Our team of experts have a proven record of getting results for our clients. With hundreds of 5-star reviews we are Product Reviews award winning wealth and property experts for 2019 and 2020. Now is the time, we invite you to discuss your wealth creation goals with us.
Easy to understand and happy to explain the finer details. Informative with all relevant data presented using latest software and technology.
They have helped us to secure our financial future. The service we have received has been nothing short of brilliant and their attention to detail is fantastic.
Prior to [Future Assist], we had little to look forward to in terms of our retirement...Now we have an investment property in a growing area which is increasing in value. We've barely lifted a finger to get where we are and our future looks so much brighter.
We've been clients for over a year and have purchased a property through future assist and can honestly say it's been nothing but a pleasure! I highly recommend their service and have to many friends and colleagues.
We like how our property and shares are going even considering the current circumstance, there’s benefit working with the team knowing they always have our best interest at heart.
The team put together a strategic plan to help us be in a better position to achieve our goals, this experience has definitely proved to be above our expectations.
We have been with Future Assist for 7 years and nearing retirement, we appreciate all the support the team members offer and the level of detail and recommendations offered.
We've accomplished things that seemed impossible to us and we are looking forward to retirement even through its still many years away.
For people like us who are quite conservative with money, we appreciate the efforts in directing us to consider new options. We feel that we are in good hands with our financial matters.
Their professionalism and informative work is always reliable and give us confidence and security that is best. They are also empathetic to sensitive and changing situations and offer help when required.
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.
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.
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:
Chief Executive Officer
Finance Team Leader
Senior Wealth Strategist
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.