Our unique approach
We are passionate about helping people navigate the complexities of property investment and wealth management.
All-In-One Wealth Management Solutions
Here at Future Assist, we avoid offering one-size-fits-all solutions. Instead, our team of experts collaborates closely with you to craft a personalised strategy that aligns with your financial goals and current lifestyle.
What truly sets us apart is our holistic “Strategy First” approach to property investment. Bringing together a diverse team of professionals, including Wealth Strategists, Accountants, Property Experts, Finance Specialists, Retirement Advisers, and Lawyers, we collectively identify and develop the optimal strategy for you.
This integrated approach thoroughly considers key metrics such as affordability, tax efficiency, asset growth, cash flow, and property selection, guaranteeing that our clients receive the best advice and support across all areas of wealth management.
We Get Results
With over 2,500 individuals entrusting us to build their investment portfolios, our track record speaks volumes.
Under our guidance, 65% of our clients have expanded their investments beyond a single property, showcasing our expertise in property portfolio building. Whether you’re a seasoned investor looking to expand your portfolio or new to the property market, our team is here to help you achieve your investment goals.
Your roadmap to success
BEGINNING YOUR JOURNEY
We will take the time to know you and get to know us. Together, we’ll explore your current situation, clarify your goals and objectives, and learn about your financial habits, preferences, and investment aspirations. This information will inform the development of your tailored wealth & property strategy.
WEALTH STRATEGY
This is the first stage of implementing your property strategy. A Wealth Strategist will design your strategy with our team of specialists in Property, Finance, Taxation & Accounting, and Law. The strategy document will contain detailed information and recommendations relating to budgeting & cash flow, finance & loan structuring, tax benefits, property selection criteria & your portfolio building strategy. Your Wealth Strategist will communicate with you throughout the development and research phase, so you understand how your strategy is being prepared.
BUILDING YOUR TEAM
Your Wealth Strategy will now come to life as your team of experts is built around you. You will be introduced to your finance expert, accountant, lawyer and property adviser and they will lay the foundations for your property portfolio. Your Wealth Strategist will coordinate all these departments to make sure they are all working together with one objective, to build your portfolio.
PROPERTY IMPLEMENTATION
Our Investment Committee and Property Advisers will commence research using leading industry technology, property databases, and analytical tools. The final recommendation undergoes independent research and is vetted a second time by our Investment Committee before being returned to the Property Adviser for financial modeling and cash flow forecasting. Then, overseen by your Wealth Strategist, our various specialist teams are enlisted to coordinate the property purchase and other aspects of your strategy.
ONGOING SUPPORT AND PORTFOLIO BUILDING
Our commitment to you doesn’t stop at implementing your strategy. We want you to become habitual investors, so we regularly check in with you and offer ongoing support. Should your circumstances change, we possess the expertise and experience necessary to guide you through any adjustments needed to protect your wealth and continue your wealth building journey. Our goal is simple: to assist you in growing your portfolio, managing your investments, and expanding your wealth.
Our clients
Explore success stories and case studies from clients across various professions whom we’ve helped achieve their goals.
From Retirment Shortfall to Surpassing Goals
This couple’s success is a powerful reminder that with the right guidance, patience, and a long-term strategy, anyone can achieve their retirement goals and enjoy financial freedom.
Mining Couple Unearthed Their Path to Financial Freedom
With no prior property investment experience, they set a clear goal to build a property portfolio. In just three years, they have achieved remarkable success, becoming owners of two income-generating properties.
Peter Rueben | Sydney NSW
We’re excited to share the inspiring journey of our clients, Peter and Annie. Through their commitment to following our approach to long-term portfolio building, they’ve achieved remarkable financial milestones.
Multi-award winners
Our track record of success speaks volumes, with over 2500 clients entrusting us to build their investment portfolios. Equally proud of industry recognition, we’re multi-award winners committed to excellence.
OVER 800 five-star reviews
Thank you so much!
Today I had an initial appointment and I have to say, the service I received was outstanding. I was able to understand what they do and how they may be able to assist me to achieve my own personal goals. I have never felt so sure of trusting someone in this field as I do now.
Couldn’t be happier.
After watching our superannuation stagnate for years and realising that we were not going to attain our retirement goal, we reached out. The communication has been exceptional, and their recommendations are always spot-on. We are in the process of purchasing our fourth investment property and couldn’t be happier.
The Right Move
Open communication is done very well, and we always feel they are there to help us achieve our goal of building wealth for retirement. They have always worked around us and adapted to our busy schedule whilst still focusing on us with a professional attitude. We feel confident choosing Future Assist to guide us was the right move.
Get in touch.
Take the first step towards a brighter financial future. Reach out to Future Assist today.
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