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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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.



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


“I have been a Future Assist client for almost three years now. I have always received quality service and valuable advice. I have always had very competent advisers, and at present we are working with an adviser who provides a high level of professional service. I will take this opportunity to say that he is a friendly, prompt & highly knowledgeable adviser.”

– Rajesh Kane

“Since Future Assist has taken over our file we are very pleased with their expertise and commitment to us as clients. We have also enjoyed meeting and working with the team and find them to be very knowledgeable in their field. We feel very comfortable and confident with Future Assist and highly recommend anyone who needs financial advice especially regarding  Self Managed Super Funds to make an appointment without delay.”     

– Vickie and Jim

The level of support provided from across all of the Future Assist departments from when we purchased our first home to helping process our taxes and now providing options on future investments is second to none. I have referred many friends and family to Future Assist because of the excellent advice we have received and will continue to receive into our financial future.”

– Steven Towner

We would highly recommend Future Assist to anyone who needs guidance with financial affairs, with peace of mind that you WILL be looked after.”

– Glen & Jill Walsh

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“In 2011 we were in a spiral of financial debt. Future Assist put immediate measures in place to stop our growing debt and put us back in the black. Within 2 years, we were able to pay off $75,000 and become first-time investors. Now we are growing our investment portfolio and also use their legal and accounting services for our business. This fully integrated service means less paperwork, less stress and less risk for us. We have never been so excited for growing our wealth with Future Assist.”

– Carla and Mario Pennini

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