Call 1300 118 618
550+ 5 Star Reviews
Call 1300 118 618
550+ 5 Star Reviews
Let us help you create a strategy to bridge the gap to a stronger & wealthier retirement.
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!
I’m stoked with the service, it’s fantastic. Our investments during these time’s have rebounded and performing very well, this includes the property future assist has recommended. Great diversified investments, happy with the service.
We’ve accomplished things that seemed impossible to us and we are looking forward to retirement even through its still many years away. I firmly believe the strength comes from the partnership and an understanding of who we are and where we want to be; and that uniqueness is what helps us grow from year to year.
We’re so glad to have made the decision to work with this company, our primary goal of purchasing an investment property when we first started is soon to become a reality. The team put together a strategic plan to help us be in a better position to achieve our goals.
Our annual review went very smoothly and we got some great advice regarding wealth creation. We feel that we are in good hands with our financial matters.
We have been with Future Assist for 7 years and nearing retirement. Our return’s have been significant even during this pandemic, we have trust and confidence in the team to make our transition into retirement smooth.
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.
With the right people on your side, you could be financially liberated.
Take the first step and chat to our team today.
