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Financial Planning

Financial Planning

We believe great financial planning advice isn’t just for those who already have considerable wealth. It’s for anyone who wants to be smart with their money and financial decisions. We offer the initial consultation free of charge so clients from all walks of like can gain a thorough understanding of what we do and how we can help you.

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SMSF & Superannuation

SMSF & Superannuation

Our qualified specialists provide comprehensive Self-Managed Superannuation Fund (SMSF) services. From the initial SMSF Set Up advice, roll-overs, investing, lending, admin, compliance auditing, taxation and proactive ongoing support. No matter what stage you are at we can tailor a SMSF strategy that’s right for you.

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Retirement Planning

Retirement Planning

Everyone’s retirement goals are different. You may want to retire at 40… or you might love working and plan to keep going until you’re 70, but want to know you’ll be very comfortable by that stage of your life. Of course this all depends on your financial situation and the choices you make well before the time to retire is upon you. Have a plan tailored to you that will enable you to enjoy the retirement you dream of.

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Personal Insurance

Personal Insurance

Financial planning is about more than just creating wealth; it’s also about creating a safety net . The common belief that ‘it won’t happen to me’ often means people fail to protect the very thing that generates wealth – themselves.

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Property & Super

Property & Super

For many Australians investing their super beyond shares is highly desirable.  We have helped thousands of Australians diversify their investments through property.  So whether you would like to understand your options, build a investment strategy or grow an existing property portfolio our experienced team of advisers are here to help.

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Share Investing

Share Investing

The share market and which decisions to make with your investment is a complicated and risky area which requires expertise to really ensure your money is being used wisely. The right investments should deliver you positive returns and have you on track to reach your financial and lifestyle goals, whatever they may be.

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Tax Planning

Tax Planning

Tax is a three letter word that no-one enjoys hearing. Whilst it’s an obligation that all of us must meet, you have the right to organise your finances in a way that minimises your tax. This is often referred to as tax planning or tax-effective investing. We have a team of accountants and financial advisers who create strategies around this for you, ensuring it aligns with both your personal goals, and the law.

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Property Investment

Property Investment

Invest in property the smart way. Our advisers will work with you to consider income, cash-flow, capital growth, depreciation and tax implications in light of your goals. The advice we offer is underpinned by the insights of our qualified and experienced Investment Committee. Future Assist’s Property team will work with you to identify the right property criteria for your strategy supported by in-depth research backed by independent valuations.

 

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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.
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