Property-based wealth strategies

Our wealth creation approach is built on a foundation of expertise, integrity, and a deep understanding of your goals and aspirations.

Our unique approach

Our ‘strategy first’ Approach

It is easy to invest in property, just go online or walk into a real estate agent near you. Likewise, anyone can speak with an accountant or meet with a tax specialist, property lawyer, investment loan broker or wealth expert.  

The challenge is finding and coordinating professionals who are willing to work together with the common goals of identifying and developing an optimal strategy and selection criteria for you before making such a critical investment.  

Our unique “strategy first” approach addresses this issue by actively engaging our entire team of skilled professionals, to develop a holistic and comprehensive roadmap to assist you in building your property portfolio, that address every aspect of your financial well-being.

our Proven Property wealth Framework

Comprehensive assessment

Comprehensive Assessment

We begin by conducting a thorough assessment to fully understand your financial situation, investment objectives, and long-term aspirations.

Multi-disciplinary approach

Multi-disciplinary
Expert Team

We leverage our entire team of skilled professionals, to develop holistic strategies that address every aspect of your financial well-being.

Property focused

Portfolio Growth
Focused

We specialise in cash flow positive property investments to build portfolios organically without needing to compromise your current lifestyle.

Dynamic and Adaptive

Dynamic and Adaptive System

We continuously monitor market conditions, regulatory changes, and with regular check-ins along the way, we ensure that your strategy evolves with your needs, preferences, and expectations.

Client Success Stories

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Rebecca D’Antonio | Melbourne VIC

Rebecca and her husband are about to purchase their second investment property. Hear about their experience and discover why they chose Future Assist to help secure their family’s future.

Anton Alback | Gold Coast QLD

Long-term client Anton first reached out to Future Assist in 2017, looking to secure his family’s financial future. Recently his life took an unexpected turn.

Peter Reuben | Sydney NSW

We’re excited to share the inspiring journey of our clients, Peter and Annie. Through their commitment to following our approach to long-term portfolio building, they’ve achieved remarkable financial milestones.

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Case Studies

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Queensland GPs’ Retirement Goals in Good Health

These Queensland GPs have taken significant steps toward securing their retirement goals. With a $10,000 annual cash flow increase and two investment properties already performing strongly, they are now poised to acquire their third property.

Mining Couple Unearthed Their Path to Financial Freedom

With no prior property investment experience, they set a clear goal to build a property portfolio. In just three years, they have achieved remarkable success, becoming owners of two income-generating properties.

Strategic Wealth Building for New Australians

Now Embarking on Property Number Three! Learn how a determined couple transformed their approach to property investment after some initial setbacks. Now, they’re confidently building a thriving property portfolio.

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What to Expect When You Work with Us

Your wealth strategy is meticulously crafted, research-driven, and tailored for long-term success.

Strategy first

Your strategy is the result of collaboration among our team of accredited experts, all working together with the common goal to deliver you the best outcome.

Research driven icon

Research driven

We thoroughly analyze each investment option, considering factors such as capital growth, cash flows, and tax implications. You’ll receive detailed projections and insights to empower informed decisions.

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Optimal investing

Designed to build your wealth faster and smarter. Considering factors like gearing, loan structures, tax efficiency, we ensure your portfolio grows at the pace you desire.

Over 800 five-star reviews

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Thank you so much!

Today I had an initial appointment and I have to say, the service I received was outstanding. I was able to understand what they do and how they may be able to assist me to achieve my own personal goals. I have never felt so sure of trusting someone in this field as I do now.

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Couldn’t be happier.

After watching our superannuation stagnate for years and realising that we were not going to attain our retirement goal, we reached out. The communication has been exceptional, and their recommendations are always spot-on. We are in the process of purchasing our fourth investment property and couldn’t be happier. 

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The Right Move

Open communication is done very well, and we always feel they are there to help us achieve our goal of building wealth for retirement. They have always worked around us and adapted to our busy schedule whilst still focusing on us with a professional attitude. We feel confident choosing Future Assist to guide us was the right move.

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FAQs

When is the best time to see a wealth specialist?

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.

Who have you worked with in the past?

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.

What does it cost to get started?

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.

How can a wealth strategy help me?

Put simply, Future Assist’s Wealth Experts can help you create a plan to achieve your personal and financial goals. This may include budgeting, tax optimisation, property portfolio building, investment lending and much more. Underpinning everything we do, is a sophisticated strategy for growing a multi-property portfolio which has helped our clients grow their personal wealth, accelerate repayment of their mortgages and build a solid asset base for retirement.

How can I see a wealth expert if I am really busy?

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.

What support do I get to help me stay on track?

Our clients receive extensive options for ongoing support to ensure your strategy keeps pace with life’s challenges and keep moving towards your goals.

Multi-award winners

Our track record of success speaks volumes, with over 2500 clients entrusting us to build their investment portfolios. Equally proud of industry recognition, we’re multi-award winners committed to excellence.