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’s Easy to Buy Property — But Hard to Do It Right
Buying a property is easy, you can go online, you can talk to a bank, mortgage broker or real estate agent, organise finance and have a contract signed quickly.
What’s hard is making sure the property, the loan structure and the price you’re paying all support your long-term property wealth creation goals.
Our “strategy first” approach solves this by bringing our whole team together to build a clear, step-by-step plan. We combine property buying with real estate wealth management to help you not just buy property but also grow and manage it as part of your long-term financial goals.
our Proven Property wealth Framework
Comprehensive Assessment
We begin by conducting a thorough assessment to understand your income, expenses, existing debts and savings, along with your investment objectives and long-term aspirations.
Multi-disciplinary
Expert Team
We leverage our entire team of skilled professionals in finance, taxation, accounting and law to develop holistic strategies that address every aspect of your financial well-being, from lending policies and credit to legal structures and consumer protection.
Portfolio Growth
Focused
We specialise in cash flow positive or neutrally geared residential property investments, using rental income and depreciation tax benefits to help build your portfolio organically without compromising your current lifestyle.
Dynamic and Adaptive System
We continuously monitor market conditions, interest rates and regulatory changes, and with regular check-ins along the way we ensure that your strategy evolves with your needs, preferences and risk profile.
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 go beyond standalone lending, advice or product-based services.
Using this integrated approach, we have helped over 2,500 Australians from all walks of life grow their investment property portfolios, increase their net wealth and move closer to a stronger financial future.
Client Success Stories
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.
Our #1 Referrer – Justin’s Recipe for Financial Freedom
From feeling behind financially in 2015 to building a $3 million property portfolio and securing his dream home, Justin’s journey shows how expert guidance and smart investing can create lasting wealth.
Case Studies
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.
Turning Property Investment Aspirations into Achievements
Through careful property selection by Future Assist’s Property Team, this family now own property worth $3.5 million and they have achieved their retirement goal 8 years ahead of schedule!
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 to align your borrowing capacity, loan structures and property choices with the goal of delivering the best outcome for you.
Research driven
We thoroughly analyse each investment option, considering factors such as purchase price, capital growth, rental yields, cash flows, interest costs and tax implications. You’ll receive detailed projections on expected returns to empower informed decisions.
Optimal investing
Designed to build your wealth faster and smarter. By considering factors like gearing, loan structures, tax efficiency, diversification and risk, we help ensure your portfolio grows at the pace you desire.
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.
ready to get started?
With the right people on your side you can secure the future.
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.
Get in touch.
Take the first step towards a brighter financial future. Reach out to Future Assist today.
Due to strong, ongoing demand and our commitment to delivering personalised, high-quality guidance, we’ve moved to a referral-only model for new engagements.
If you’ve been referred by a current client, please mention their name when you get in touch.
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