You’ll discover that we do things very differently to other advisory firms. Your plan is vetted by a panel of experienced, accredited advisers who assess it thoroughly and ensure they’re all 100% satisfied with the strategy before it’s then presented to you. We take your financial plan seriously from the very beginning and performance is constantly monitored to ensure your goals are on track.
Clients enjoy a variety of investment options so you can make informed decisions on where you’d like to invest. You then receive regular reviews, recommendations and support whenever you need it. It’s not a set and forget solution – we stay on top of our client’s goals.
Our clients enjoy a variety of investment options that extend beyond Australian shares. Clients work with their Financial Advisors to make informed choices on the asset classes they want to invest in.
Depending on your life-stage, goals and resources, this may include any combination of international and domestic shares, cash, and even direct property.
Roadmap checkpoints are four key milestones during the advice development process that connect you directly with the advice panel and the executive team to ensure the advice process is moving 100% in the right direction for you and is meeting your expectations in every way.
At each of these Checkpoints you will be asked to provide a short update on your experience.
The importance of Roadmap Checkpoints cannot be understated. The information gathered ensures our intimate understanding of your goals, preferences and expectations. We keep this at the forefront as we progress through the financial planning processes.
In short, Checkpoints ensure we provide you with the best possible outcomes. Considerable time and effort are taken to ensure each Checkpoint you submit is reviewed in detail. This is done through weekly meetings which involve your advisory team, members of our panel of experts and the executive team.
You’ll receive end-to-end support as we build, implement and monitor your investment strategy and keep you tracking towards your goals. This unique offering ensures that every client can easily access professional advice during the annual review process, or when significant circumstances take place in a client’s situation.
After the initial implementation of your plan the Client Services Team will be there to:
As a client of Future Assist, you receive access to industry leading apps and online tools to help you monitor, measure and manage your wealth.
Powerful features like ‘hands-free budgeting’, ‘automatic tax deductions’, ‘investment tracking’, and ‘SMSF investment monitoring’ are all included as part of our service.
All clients receive access to the ASAP Resource Centre. The Resource Centre contains an ever-growing collection of online tools, information, eBooks, and calculators to keep you informed and help move you closer to your goals.
Speak with one of our helpful team members on 1300 118 618.
Let us get to know your situation and your goals.
Our team of experts will put together a strategy to help get you from A to B.
Work towards your ideal lifestyle equipped with the tools, advice and education to get your there.
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.
Our clients get insights and transparency into their investments and money with powerful daily online reporting through our online portal or mobile app.
We have a range of flexible appointment options available to fit your needs, no matter where you live in Australia.