Award Winning Wealth Experts
Winners 2019 & 2020 – Product Review Awards
- Wealth Strategies
- Property Investing
- Tax Minimisation
- Wills & Estate Planning
- Investment Lending
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550+ Five Star Reviews
Others See Covid, We See Opportunity.
We have a proven record of getting results for our clients. Our team of specialists are equipped to find opportunities and deliver results in both rising and falling markets. With hundreds of 5-star reviews we are Product Reviews award winner for 2019 and 2020. Now is the time, we invite you to grow your wealth with us.
Property Investments
Wealth Strategies
Tax Strategies
Investment Lending
Estate Planning & Wills
Legal Advice
Over 550 Five Star Reviews.
Setting Goals for the Future
Easy to understand and happy to explain the finer details. Informative with all relevant data presented using latest software and technology.
We Couldn’t Be Happier
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.
Looking forward to retirement
Prior to [Future Assist], we had little to look forward to in terms of our retirement...Now we have an 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.
Great company and staff
We've been clients for over a year and have purchased a property through future assist and can honestly say it's been nothing but a pleasure! I highly recommend their service and have to many friends and colleagues.
Perfect for our life style
We like how our property and shares are going even considering the current circumstance, there’s benefit working with the team knowing they always have our best interest at heart.
Great service and client focused
The team put together a strategic plan to help us be in a better position to achieve our goals, this experience has definitely proved to be above our expectations.
A must do for a secure plan to retirement
We have been with Future Assist for 7 years and nearing retirement, we appreciate all the support the team members offer and the level of detail and recommendations offered.
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.
Great service
For people like us who are quite conservative with money, we appreciate the efforts in directing us to consider new options. We feel that we are in good hands with our financial matters.
Your Team Of Experts
Our approach seamlessly integrates qualified specialists in property, accounting & taxation, wealth, debt reduction and finance 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 550 five-star reviews.
Invest With Confidence
Looking to invest in property? Our Investment Committee has reviewed over 1 billion dollars of property investments and specialise in cutting through the noise and finding the hidden gems. We 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 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 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
Yulia Vrany
Wealth Strategist
Simone Carkeek
Finance Team Leader
Daniel Thalji
Manager of Wealth Services
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.
