A little about us

Who are we?

Since our inception in Jan 2011 we now employ approximately 120 specialist staff and service clients nation-wide. We have helped Australians from all walks of life to aspire for more, build personal wealth, invest through property and bridge the retirement gap.

  • Grow personal wealth

    Property Portfolio Building

  • Investment strategies

    Wealth Strategies

  • Tax minimisation

    Tax Minimisation

  • Minimise bad debt

    Debt Consolidation

  • Insurance and asset protection

    Wills & Legal

  • Retirement planning

    Bridge The Retirement Gap

Our Boutique Offering

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 800 five-star reviews.

Our Mission

Our mission is to provide tailored and effective wealth and property strategies to people from all walks of life, not just to those who have already achieved wealth. We consider service to be a priority and make a conscious effort to continue improving our service with every client we onboard.

We believe that with the right people on your side, anyone can become financially liberated.

Keith Bensley

Group Director

Simone Carkeek

Finance Team Leader

Daniel Thalji

Head of Wealth Strategy

Zarah Pihl


Our Team

Our team is comprised specialists with backgrounds, including:

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

See all team members

What our clients have to say

Click the headings of each testimonial to read it and hundreds of our other reviews on Product Review!

Great work Future Assist

Jamie did really well in the review, we are hard to get a hold of but our client manager was persistent in a good way to make sure we are kept in the loop. Yulia was a wealth of information and was able to answer all our questions. We have been with the company for 6 years, Keep up the good work!

Clint C

Fantastic service

I am so glad I have stumbled on to Future Assist, as they have put me on the right path with my finance. I would highly recommend them to anyone planning their future as these guys are highly knowledgeable . Personally I would like to thank Helen who has worked extremely hard to get me a home loan with a great interest rate, she has been a life saver

Jerry Cohen

Responsive and professional

John has been very productive in sending emails and getting back to us promptly and diligently, we are well informed so we feel there’s nothing John or the company can improve on. They offer great services & tool’s which always helps us understand other ways of saving money.

Christian P

Great service and assistance with all of my requirements

My experience with Future Assist has been excellent, they offer a great service year in year out. I met with Candy recently and she has provided great support and has a lot of attention to the finer details, I'm glad to have dealt with her.
Thanks Simon

Simon J

Time to retire

thoroughly enjoyed working with Candy, she covered everything I needed to know & provided a great review. She has been very patient which means a lot when unforeseen circumstances arise (which in my case unexpectedly did)

Grant S

Great support

I have been with the company for 5 years, I feel well informed & happy with the service I receive from each service manager or adviser, for a busy person they sure do make it a lot easier to keep on top of your finances. Great work Aman!


We’re here to help.

With the right people on your side, you could be financially liberated.
Let’s discuss your goals, chat with us today!

Over 800+ 5 Star Reviews