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 ‘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 wealth strategy Framework
Comprehensive Assessment
We begin by conducting a thorough assessment to fully understand your financial situation, investment objectives, and long-term aspirations.
Multi-disciplinary
Team
We leverage our entire team of skilled professionals, to develop holistic strategies that address every aspect of your financial well-being.
Property Portfolio
Focused
We specialise in cash flow positive property investments to build portfolios organically without needing to compromise your current lifestyle.
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.
Why CHoose Future Assist?
What sets us apart from our competitors is our diverse team of skilled professionals with backgrounds in law, taxation, accounting, finance, wealth management, and retirement advice.
Together, our experts collaborate with a unified goal to deliver holistic and comprehensive solutions that exceed the standalone services typically offered by others.
Using this integrated approach, we have helped over 2500 Australians from all walks of life, in growing their investments and building wealth for a stronger financial future.
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
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.
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.
Regular checkpoints
We always keep you connected with key milestones that align with your goals. Regular checkpoints ensure we stay focused on your needs every step of the way.
Long-term partnerships
Our commitment to you doesn’t end once your strategy is implemented. We provide ongoing support, education, and guidance, so you stay on track towards your financial goals for years to come.
Clear communication
We’ll always ensure that you understand the rationale behind our recommendations and decisions, keeping you informed about every step of the journey.
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.
Latest from the knowledge hub
Rebecca D’Antonio | Melbourne VIC
Rebecca and her husband are about to purchase their second investment property. Read about their experience and discover why they chose Future Assist to help secure their family’s future.
How to build a multi-property residential investment portfolio
Curious about how to build a property portfolio? Our latest article covers some essential tips to help you achieve success.
Sara and Michael | Sydney NSW
Discover how Sara and Michael turned their financial struggles into a thriving $3.3 million property portfolio. Learn the strategies they used, the milestones they achieved, and how Future Assist helped them secure their financial future.
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With the right people on your side you can secure the future.
Over 800 five-star reviews
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.
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.
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.
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.
Get in touch.
Take the first step towards a brighter financial future. Reach out to Future Assist today.
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