Award Winning Wealth Experts
Winners 2019 & 2020 – Product Review Awards
- Wealth Strategies
- Property Investing
- Tax Minimisation
- Wills & Estate Planning
- Investment Lending
Get in touch with an wealth expert for free!
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600+ Five Star Reviews
Secure Your Future Today
Building wealth takes time, and it’s hard to do it alone.
Our team of experts have a proven record of getting results for our clients. With hundreds of reviews on Product Review, Google and Trustpilot we are Australia’s multi-year award winning wealth and property experts. Now is the time, we invite you to discuss your wealth creation goals with us.
Property Investments
Wealth Strategies
Tax Strategies
Investment Lending
Estate Planning & Wills
Legal Advice
Over 600 Five Star Reviews.
Fantastic Company!
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.
Great Service.
I have been with Future assist for sometime. They have set up sound retirement strategy. They take the time to explain there strategies. The investments have been performing well.
Amazing Review
The Road map reviews are a great way to gain reassurance that our future goals are being monitored, supported and facilitated.
Great professional team
The team at Future Assist are very thorough. Their combined knowledge and professionalism comes shining through in their presentations. They are readily available to answer any queries.
One spot for everything.
We have everything all in 1 place. Superannuation, insurance, wills, finance, all in 1 spot makes everything so easy. I am happily recommending Future Assist to my friends and family.
Love the new review process
Love the new review process. Makes it really clear and easy to understand. We are really happy with the whole offering, support and outcomes to date.
Financially stable and able to retire earlier
Our Super has increased significantly which has greatly helped us being able to retire earlier than we originally expected. Their expertise and great communication has made it well worth our time working with Future Assist.
Happy clients
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.
We've accomplished things that seemed impossible
We've accomplished things that seemed impossible to us and we are looking forward to retirement even through its still many years away.
Helped us define our goals and priorities
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.
With the right people on your side you can secure your future.
Affordable & Accessible
Our mission is to make quality wealth services affordable and available to all Australians who are motivated to make positive financial advances in their lives. Whether you are looking to grow existing investments or are ready to kick off a wealth creation plan we invite you to speak with us today.
Strengthen Your Retirement
Without a personal investment strategy Australians men are set to outlive their superannuation by 10 years, and women by 13.5 years. Led by the highest standards, our team make sure the road to retirement is secure and rewarding. When you invest with Future Assist, you can be assured that the investments selected are tailored to your retirement goals
Tools To Keep You On Track
Get industry leading insights and transparency into your money, monitor your cash-flow and the performance of your investments via our mobile app. The inbuilt artificial intelligence provides ‘hands free’ budgeting and tax deduction tracking so you can claim every cent.
Support You Can Count On
Our commitment to you doesn’t stop at implementation of your strategy. We back our advice by providing our clients with extensive options for annual reviews & ongoing support to help grow your portfolio and help keep you tracking towards your goals.
Qualifications & Experience
No one person can know everything, that’s why every wealth strategy is built by a team of experts. Our team bring with them the knowledge, qualifications and experiences in a wide variety of disciplines, including:
- Wealth Management
- Property Research & Investing
- Taxation & Accounting
- Finance & Lending
- Wills, Estate Planning & Law
Keith Bensley
Chief Executive Officer
Simone Carkeek
Finance Team Leader
Daniel Thalji
Senior Wealth Strategist
Zarah Pihl
Property Administration Manager
Get In-House Finance Fast
Tailored, low rate finance designed to bring your goals to life. By choosing Future Assist for your next loan, you gain exclusive access to our low rate ASAP loan. All loans are tailored to your personal and investment goals, and are facilitated by our accredited lending specialists.
- Investment Loans
- Debt Consolidation
- Low Rate Mortgages
- Tailored Loans with Step-By-Step Support
We also have access to over 20 specialist lenders with some of Australias lowest interest rates.
