What's your strategy for protecting your loved ones?

  • Sudden Loss of Income
  • Serious illness or injury
  • Total and permanent disability
  • Accidental or premature death

What our clients have to say

Over 450+ 5 Star Reviews

Wealth Protection Strategy

One of the biggest mistakes that investors make is a lack of consideration around their insurance policy. What measures do you have in place to protect your assets in case of an unfortunate event? What security do your loved ones have? Financial planning is about more than creating wealth – it’s also about creating a safety net around that wealth. The right wealth protection strategy dictates were you and your family land if an unfortunate event were to occur.

Why Do I Need Insurance?

Put simply, it’s about creating a safety net to protect the ones you love. If something were to happen to you suddenly you aren’t able to bring in an income – either for a long or short period of time – have peace of mind knowing your family will still be cared for.

Underwritten Policies

Commonly, people who purchase insurance through avenues such as TV or advertisements don’t realise that their policies aren’t actually underwritten. Why does that matter? Because for a policy to include important medical or occupational claims, an assessment must take place and it must then be underwritten. Otherwise, your claims may be rejected when you most need them.

Results Driven

Having insurance is one thing, but being able to make successful claims is another. We have an incredible track record of achieving 100% claims success for our clients. Our insurance brokers advocate on behalf of clients throughout the process, leaving you out of the potentially stressful situation.

The Right Advice

How do you know if the insurance strategy is right for you? Our fully-accredited insurance brokers and advisors compare policies between nine of Australia’s largest insurers according to your personal situation and budget. We then take the time to thoroughly explain your options to ensure you’re completely comfortable moving forward.

 

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.

Get In Touch Today!
Request A Call Back

Early Retirement: Common Questions

How much money will I need to retire?

It depends on each person’s individual circumstances as to how much you will need to retire. A comfortable retirement would be $60,000 p.a. for a couple who already own their home, but it depends on what your lifestyle is.

It depends on each person’s individual circumstances as to how much you will need to retire. A comfortable retirement would be $60,000 p.a. for a couple who already own their home, but it depends on what your lifestyle is.

It depends on each person’s individual circumstances as to how much you will need to retire. A comfortable retirement would be $60,000 p.a. for a couple who already own their home, but it depends on what your lifestyle is.

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