• 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.

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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

Future Assist has given us the confidence and satisfaction that our money is working for us, achieving our financial goals.

– Brendan.V, VIC | 01/09/2016

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Future Assist has overall been a positive experience so far for us however, with Haydn as our account manager, he has taken service to a new level. His patience with those less familiar with the world of investing is a necessary & valuable attribute for which he excels.

– Christine.M, QLD | 28/08/2016

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Future Assist have workers that are available present and willing to help and support when we needed them. They follow through and communicate well. We asked for an Advisor that we were able to rely on and was our person. We got that. Thank you

– Rodney.C, QLD | 20/08/2016

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Professional and thorough information sessions. Clear communication explained in detail how our investments currently are doing and where we are working towards. Highly qualified staff helped us in making sound decisions for our future. Thank you for a great service!

– Janine.D, QLD | 17/08/2016

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Excellent proffessional staff .informative with good communication skills and follow up.met my needs and ensured I was aware of outcomes to decisions about my superannuation excellent investment stradegies.

– Michelle.B, QLD | 12/08/2016

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Through their experience, Future Assist provides you with the guidance to build your wealth, stress free to help secure your future.

– Adrian.W, VIC | 11/08/2016

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Adrian.W
A big thanks to all the team at future assist wonderful job I should've done this 20 years earlier. There recent forecast was encouraging and I look forward to the future. Thanks

– Russell.L, QLD | 21/07/2016

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The Team at Future Assist are just amazing. We have found them to be helpful no matter how silly my questions have been. The one thing that stands out for us is their prompt service. Our emails or phone calls are always replied to in a timely manner. We would highly recommend Future Assist.

– Paula.F, NSW | 14/07/2016

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The idea of a SMSF was daunting to us at first but with the support, advice and updates that Future Assist gives us we certainly don't feel alone making our experience thus far a positive one. We would recommend their services to anyone wishing to manage their own fund.

– Roslyn.D, QLD | 14/07/2016

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Great service and advise. All the staff are very professional and helpful. They spend many hours explaining all the financial jargon to us. They always answer every phone call and email. Highly recommended.

– Lauran.Y, NSW | 14/07/2016

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Gavin has been everything i would want in a financial advisor; attentive, intelligent, careful and knowledgable. Gavin has been on the ball during our whole experience with Future Assist and i rate his professionalism highly.

– Piero.R, NSW | 13/07/2016

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Gavin has made our transition to self managed super as smooth as possible, providing clear communication, simple explanations and good follow through. Supported by the whole team at Future Assist we have been extremely happy with his contribution.

– Brandon.C, NSW | 13/07/2016

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"I wanted to make a change to a SMSF and was daunted by what to do and who I could trust, considering my previous financial advisor did not have my best interest at heart. Aaron and the team from Future Assist have made it a really positive experience. I was pleasantly surprised with the strong infrastructure and experience of the organisation that provide so many levels of service to assist me. ...""

– Alison.G, QLD | 12/07/2016

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I highly recommend Future Assist to anyone out there that needs a wide range of financial services. Great group of people always happy to help, extremely flexible around the clients life style, always answered any of my questions promptly and they are a extremely professional group of people who are really there to help and not just say it. I have told numerous friends and family members who are currently looking at investing into Future Assist's services.

– Nick.D, NSW | 06/07/2016

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"We couldn't be happier with the advice and the professionalism shown by everyone at Future Assist. We have only had a positive experience and consequently have now established a SMSF and purchased our first investment property. From our first dealings with Future Assist we knew we were in great hands, as they actually listened to what we wanted to achieve. ..."

– Lynda.W, VIC | 04/07/2016

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