• Financial Planning

Future Assist Financial Services Group operating in Sydney & Melbourne, Brisbane & Southport is a privately owned financial planning firm offering 'whole of life' wealth management expertise to Australians.

Make a financial plan

Let's start with:

OUR APPROACH

At Future Assist we take a fresh and holistic view of your financial goals with an emphasis on exploring possibilities and securing your financial well-being via our unique and internally developed ASAP Program.

This exclusive program is a powerful framework that uses The 4 Types of Savings to simplify and create absolute transparency in our Financial Planning process. The ASAP program converts your goals and aspirations into simple, practical, manageable and achievable steps ensuring you the best possibility of ongoing success.

In addition, all advice developed is then reviewed by our Panel of experts before implementation.

Following implementation all clients of Future Assist receive access to our dedicated Client Services Team. This unique offering ensures that every client has easy access to ongoing professional advice.

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OUR SERVICES

With over 90 staff Future Assist offers a wide variety of integrated professional services from 7 specialist teams which include: Banking & finance, Accounting, Managed Investments & Securities, Direct Property, Risk Management, Superannuation and SMSF and Estate Planning

CLIENT FEEDBACK

It's hard to trust companies with your life savings, working with Future Assist has certainly put my goals into perspective and more importantly reachable! Thanks to all the team..

– Scott.W, QLD | 10/11/2016

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"We wish we had known about Future Assist 15 years ago. We joined a month ago after reviewing numerous organisations and we have been extremely impressed with their professionalism, the team and especially our advisor. ..."

– Kevin.B, NSW | 09/11/2016

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After initial hesitation and fear of the unknown and the unexplored, we are now comfortable with the changes we are making under the guidance of the team at Future Assist, particularly Darius. The team are easily contactable, quick to respond and always able to answer all our questions, which makes a daunting process much easier.

– Andrew.P, QLD | 02/11/2016

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I've found Future Assist staff very approachable and they are very prompt in responding to my queries. They've looked after us very well.

– Situ.P, NSW | 02/11/2016

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"I joined up only a few months ago and I already I feel like I'm getting a good financial kick along like I always needed/wanted but was unable to achieve myself. The financial plan has been tailored to my circumstances and preferences. I've had all my questions answered. Great for me as a frequent traveller that there are offices in Sydney, Gold Coast and Brisbane working together in unison. ..."

– Daniel.S, NSW | 31/10/2016

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We found our dealing with Future Asist very professional, helpful and easy for us to understand. They have always given us the time to help us to under.

– Edmea.C, VIC | 30/10/2016

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"... The staff provide expertise and accurate information about the financial market and choose the appropriate investments for their customers to help them to achieve their goals. They genuinely consider from individual's situation and perspective and act on customer s best interest and seek feedback on regular basis in order to improve and provide a better service."

– Tong.R, NSW | 28/10/2016

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We have found the Future Assist team to be very professional in their approach, efficient and productive. No request is too much trouble.

– Peter.P, NSW | 27/10/2016

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The review of my financial position was a lengthy process. At all times, Alex kept me informed of its progress. I found the process beneficial and the patient thorough manner from all at Future Assist is something others should aim for.

– Andrew.C, NSW | 26/10/2016

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Future assist have given us the tools and the advice to put us on the right track. We now have a plan for our future, and with future assists guidance we are very confident that we can get there.

– Craig.W, QLD | 08/10/2016

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When it comes to investments I think Future Assist is very helpful and has very good strategies in place to assist any individual.

– Deon.C, QLD | 07/10/2016

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"...Future Assist have always been extremely professional to deal with and take the time to explain things to you thoroughly and answer any questions or concerns you may have. Their follow up service and availability is fantastic. You really part of the Future Assist family. It is a great comfort knowing they are there to support you. Highly recommend !"

– Lynda.L, NSW | 02/10/2016

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A good objective assessment of future needs and options. A responsive and supportive team. Would recommend them to others. Well done.

– Deborah.T, QLD | 29/09/2016

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I'm only new to the Team. Everything so far has been explained thoroughly and is going well. I feel it's my first step in the right financial direction.

– David.D, QLD | 28/09/2016

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Nelson and Alex have been truly amazing, feeling a lot more confident about my family's financial future. Fantastic service and excellent and punctual follow up. Highly recommended!!

– Mark.L, NSW | 28/09/2016

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