Winners 2019 & 2020 – Product Review Financial Services Award
Our strategies are tailor made for you and are fully supported by a team of experts allowing you to grow your wealth, invest with confidence and accelerate your financial future without altering your lifestyle. We have a proven track record of getting results for our clients and we can get results for you too. Supported by hundreds of 5-star reviews we are Product Reviews award winners for 2019 and 2020!
Easy to understand and happy to explain the finer details. Informative with all relevant data presented using latest software and technology. An annual review at a minimum ensuring your financial goals are moving in the right direction. <read more>
My wife and I have been with Future Assist for 5 years now and they have helped us to secure our financial future. The service we have received has been nothing short of brilliant and their attention to detail is fantastic.
We have been with Future Assist for 3 years now. Prior to this we have little to look forward to in terms of our retirement…Now we have investment property in a growing area which is increasing in value. We’ve barely lifted a finger to get where we are and our future looks so much brighter.
We are delighted to be clients. It’s been reassuring to know that experts have our back. We have appreciated staffs honesty and attention to detail and we greatly appreciate you have assisted us to build for the future!
In a nutshell if I had have met with Future Assist five years earlier, I’d be living a comfortable, profitable retired life now!
Our approach seamlessly integrates qualified specialists in accounting & taxation, wealth, debt reduction, finance and property to maximise your financial potential. This highly tailored and integrated strategy has helped thousands of our investors build property portfolios, minimise tax, grow wealth and secure stronger financial lives and is reflected in over 500 five-star reviews.
All investments are reviewed by our experienced Investment Committee and approved based on a strict ten-point methodology. Our team have reviewed over 1 billion dollars of investments and specialise in cutting through the noise and finding the hidden gems. We will work with you to identify the right property criteria for your wealth strategy supported by in-depth research and backed by highly detailed cash-flow forecasting.
With the right people on your side you can achieve financial freedom. Take the first step today.
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.
Backed by industry leading technology and data our team will analyse the capital growth, cash flows, and tax implications for any investment property and provide instant feedback on the projected after-tax cost and rate of return.
In addition, you will get in-depth cash flow projections for up to 10 years and can analyse more than 100 variables including property price, rent, capital growth, inflation, deposit, loan type, and much more. The internal rate of return (IRR) and the cost-per-week are also provided to ensure total transparency.
Our clients enjoy industry leading insights and transparency into their money and the performance of their property and other investments via our online portal and industry leading mobile app available 24hrs a day. In addition, the inbuilt artificial intelligence will identify, suggest and track tax deductible expenses so you can claim every cent.
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 the road to retirement is secure and rewarding . When you invest with Future Assist , you can be assured that the investments selected will deliver the returns you need to achieve your goals. We back you and we back our advice.
Our team is comprised specialists with backgrounds, including:
Our commitment to you doesn’t stop at implementation of your strategy. We back our advice by providing our clients with extensive options for reviews, education and ongoing support to help grow your portfolio and help keep you tracking towards your goals. We also provide support with the rental process and ongoing management of your investment’s portfolio.
Accountant & Tax Specialist
Investment Specialist
Finance & Lending Specialist
Wealth Strategist
There is no ‘best time’, however if you are over 30 years old then speaking with a Wealth Expert can offer many benefits especially around areas related to optimising your finances, wealth building, reducing debt, 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: nurses, IT specialists, 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 a great wealth strategy. We invite you to call and speak with a Wealth Expert 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’s Wealth Experts can help you create a plan to achieve your personal and financial goals. This can be specific (scoped advice) or big picture (holistic strategy). This may include budgeting, tax minimisation, wealth building, growing assets for a stronger retirement, debt consolidation, property portfolio building, investment lending and much more.
We understand you are busy and that’s why we offer flexible appointments. Appointment types include Skype, phone, 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 wealth strategy.
Our clients receive extensive options for ongoing support to ensure your strategy keeps pace with life’s challenges and keep moving towards your goals.
Wholesale 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.
We also have access to over 20 specialist lenders with some of Australias lowest interest rates.
