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 500+ 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!
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Early Retirement: Common Questions

When is the best time to see a Financial Advisor?

There is no ‘best time’, however if you are over 30 years old then speaking with a financial Advisor can offer many benefits especially around areas related to optimising your finances, wealth building, reducing debt, growing your super, taxation and ensuring adequate strategies are in place to protect your family in the event of unforeseen circumstances.

We have worked with a wide range of people from various starting positions and occupations including: labourers, teachers, civil engineers, police officers, CEO’s, office workers, doctors, taxi drivers, trades people and many more.

We firmly believe that you shouldn’t need to be wealthy to get great financial advice. You can call an Advisor for a chat 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, our process and any fees involved.

Put simply, Future Assist Advisors can help you create a plan to achieve your personal and financial goals. This can be specific (scoped advice) or big picture (holistic advice). This may include budgeting and debt management, wealth building, retirement planning, superannuation and self managed funds, risk protection strategies and insurances, investments such as shares, ETFs and MDA’s, investment lending and much more. Your Advisor can also include evaluation and general advice should you want to incorporate property into your wealth creation strategy.

There are many companies that claim to provide ‘financial advice’ however they may not be licensed Financial Advisors. As such it is imperative that you ensure your Advisor is both qualified and licensed to provide advice. Future Assist holds it own Australian Financial Services License (AFSL 413674). Discussing finances can be very personal so important traits of a Financial Planner need to include sensitivity and confidentiality. Transparency should be given through their presentation of the process including any fees or commissions earned.

In basic terms, a Statement Of Advice (SOA) is your official financial plan. It will contain financial strategies tailored specifically to your needs and goals. It must also include the basis of why the financial advice was prepared, and transparently outline any commissions or fees the Financial Advisor will receive.

We like to be flexible for our clients. We understand everyone lives busy lives, so we can have meetings and give advice through a Skype call, phone call, a meeting in our office, or we can come to you and meet you at your home. We want it to be easy for you to get the right advice.

Our clients receive regular reviews, ongoing support fully included at NO ADDITIONAL CHARGE to ensure your advice keeps pace with life’s challenges and help keep your investments on track.

More reasons to choose us


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 550+ Five Star Reviews