Planning for your retirement is one of the most important things you can do while you are still earning an income. With a little strategy you can make a big difference to your retirement outcome.
Our team of experts is what sets us apart. With over 550 five star reviews we have a proven track record of helping our clients achieve their goals!
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.
What I appreciated was the level of detail Future Assist went through to provide adequate research and comprehensive assessments to choose the right property for us, I’m always speaking very highly of their services to my friends and family to promote how fantastic and professional they are.
We are clients for over a year and we built / purchased a property through future assist and we are extremely happy with the outcome.
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.
Our investment property is tracking very well, we’re looking forward to working with the team again to look at our second investment property. Thanks for all your help.
Future Assist guide us with the purchase of our first investment property. The team work collaboratively with us and guide us through the process.
We were blown away for how organized your property purchase process was. [...] Our investment property has just settled and will continue to grow our portfolio with you.
Their assistance in researching and then building an investment property purchase was amazing. There is no way we could have done this without Future Assist.
Our investments during these time’s have rebounded and performing very well, this includes the property future assist has recommended.
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.
We’re satisfied with the services Future Assist offer, [...] and it’s paid off by seeing how well our investment property and shares are performing.
My queries are answered promptly and always very professionally. I have ended up reaching my savings targets while they have also helped me purchase 2 investment properties without any stress.
Unfortunately, most Australian’s will outlive their superannuation by at least 11 years and will rely on the age pension in some form.
Our team can help you create a strategy to bridge the superannuation gap and provide passive income through bricks and mortar investments.
Our process provides clarity, strategy and support to:
You have the right to organise your finances in a way that minimises your tax.
We have a team of accountants and tax specialists who create strategies around this for you, ensuring it aligns with your investment goals, retirement strategy and the law.
You’ve work hard to build wealth for a comfortable retirement and for many people, it’s also important to take care of the ones you love. So that your hard work doesn’t go to waste, a well-structured estate plan enables your wealth to pass on to your beneficiaries seamlessly and tax effectively.
Our commitment to you doesn’t stop at the settlement of your property. We have assisted over 65% of our clients invest in multiple properties, growing their wealth faster and helping them achieve their goals sooner. And we back our advice by providing our clients with extensive options for reviews, education and ongoing support to continue building their portfolios.
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.
There is no set age to when you can retire. You can retire whenever you have enough money to retire.
However, when you can practicably retire varies between different people and their circumstances.
The following information is extracted from ASFA Retirement Standard. The ASFA Retirement Standard benchmarks the annual budget needed by Australians to fund either a comfortable or modest standard of living in the post-work years.
A BASIC RETIREMENT lifestyle is:
A MODEST RETIREMENT lifestyle is:
A COMFORTABLE RETIREMENT lifestyle is:
Part of your retirement strategy will be around paying off any debt such as your mortgage as soon as possible. Entering into retirement without having debt hanging over your head will mean you can enjoy a comfortable, stress free lifestyle.
If you still have a mortgage when you retire your retirement will be quite hard. Options you have are downsizing, or utilising your superannuation to pay off your house, or selling assets you have to pay it off. You would unfortunately rely more on the pension in this circumstance.
Superannuation is rarely sufficient to fund retirement on its own. Its recommended that one has investments or assets in their name as well as their super. If you have sufficient assets, you won’t need to rely on the pension and you’ll be able to enjoy all the things you have looked forward to in retirement.
We firmly believe that you shouldn’t need to be wealthy to get started. We invite you to call and speak with one of specialists 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 and decide if you are comfortable working with us.