Our team can help with…

  • Australian & International share advice
  • Tailored investment strategies
  • Managed Discretionary Accounts
  • Exchange Traded Funds

What our clients have to say

Over 450+ 5 Star Reviews

I want to know about…

Diversification

Australia makes up less than 2% of the world’s total market by capitalisation. Therefore, diversifying your portfolio outside of the Australian market can form a very important part of your investment strategy. With access to international equities, we can help you invest in markets worldwide and access sectors that may not be available in Australia.

Risk Management

Our advice team understand the different risks that affect local and global markets and can help you to create a strategy to reduce exposure to the volatile conditions the market can present. We take into consideration currency and exchange rate, geo-political and regulatory as well as taxation risks before recommending any share investment.

The Cost

We offer the first consultation free to ensure that you have all the information you need to better understand your options before deciding if our services are the right fit for you.

Share Investment

The share market and which decisions to make with your investment is a complicated and risky area which requires expertise to really ensure your money is being used wisely. The right investments should deliver you positive returns and have you on track to reach your financial and lifestyle goals, whatever they may be. The advice we offer is underpinned by a qualified and experienced Investment Committee that use fundamental qualitative and quantitative analysis to provide an investment solution that meets your objectives.

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What You Can Expect

Our process is based off the advice of our investment committee so that your strategy goes through numerous experienced advisors, ensuring the best possible outcome for you and your goals.

Backed by MorningStar data and research, our investment committee work closely with the advice team to provide investment insights into local and international markets and help you to identify the right mix of equities for your strategy.

We have made tailored advice easy by ensuring your wealth creation journey is one we take together. You’ll receive end-to-end support as we build, implement and monitor your investment strategy and keep you tracking towards your goals.

How Do We Work

Step 01

Contact Us

Speak with one of our helpful team members on 1300 118 618

Step 02

Tell us your story

Let us get to know your situation and your goals.

Step 03

Assess your options

Our team of experts will put together a strategy to help get you from A to B.

Step 04

Get started

Work towards your ideal lifestyle equipped with the tools, advice and education to get your there.

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Share Investment Commonly Asked Questions

What is a Share?

A share or stock is a portion of ownership of a company. If more shares are then purchased the owners stake in the company get larger.

Shares are bought and sold in Australia on the Australian Stock Exchange (ASX). Other countries also have their own Exchanges. Future Assist can advise on which shares to buy and through a stockbroker purchase them on your behalf.

An index fund is a type of fund with a portfolio constructed to match or track the components of a market index, such as the S&P/ASX 200 Index. An index fund can provide broad market exposure, low operating expenses, and low portfolio turnover. Index funds adhere to specific rules or standards that remain in effect no matter the state of the markets.

When a company pays a dividend from their net earnings they have already paid tax. When the owner receives the dividend it comes with franking credits to ensure the owner does not get taxed twice on the dividend when they complete their tax return.

The amount a person should invest in shares depends on many factors. A Financial Planning assessment will be able to discover the right amount for each individual situation.

Dividends payments are the net profits from the company and are distributed proportionality amongst the shareholders. Their payment frequencies are usually annually, biennially, and quarterly and are determined by the company’s board of directors.

Indices allow investors to gain insight into the performance of an asset class or a section of that asset class. Indices are often used to benchmark the performance of portfolios designed to replicate the performance of a given asset class.

An ETF, or exchange-traded fund is a basket of shares that can be traded like a single share on the stock market. An ETF combines the diversification of a managed style fund with the accessibility of individual share trading.

Put simply, diversification is spreading your investments into different asset classes, sectors, and markets. In other words: not putting all your eggs in one basket. Diversifying your investments may help to spread risk across your investment portfolio. It’s a way to reduce your exposure to certain assets that may be under-performing. For example, if your portfolio consisted of 100% property and, over the long-term, property growth goes down in value, then 100% of your portfolio will decrease. This is where diversification can be helpful.

Why choose Future Assist?

Transparency

We offer the first consultation free to ensure that you have all the information you need to better understand your options before deciding if our services are the right fit for you.

24/7 Access

Our clients get insights and transparency into their investments and money with powerful daily online reporting through our online portal or mobile app.

Flexible Contact Options

We have a range of flexible appointment options available to fit your needs, no matter where you live in Australia.

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 450+ 5 Star Reviews