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

I have had nothing but great service from the Future Assist Team. Their knowledge base is impressive and re-assuring. I had a few matters which needed to be delt with and they did it straight away, from my experience, that doesnt happen very often in this day and age.

– Jason.L, QLD | 30/6/2016

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We have been highly satisfied with my experience at Future Assist. Everyone involved, especially Alex, has been responsive to every request and query we've had. The care and thoroughness that the team have devoted to our specific situation and needs means we feel a lot more comfort with our family's future than before. The time saved on our part has meant that things we wanted to implement many years ago, are now a reality as the burden of research and admin has largely been taken off our hands.

– Brent.R, NSW |28/6/2016

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"I am based in Canberra, however my experience with Future Assist representatives bridges the distance divide seamlessly. Their flexible working hours facilitate productive planning, dialogue and documentation. In our new global marketplace- Future Assist talk the talk, and walk the walk. They have enabled me to take charge of my present, empowering my family beyond today, and into the future- with greater financial intelligence, confidence and certainty"

– Benjamin.M, ACT |24/6/2016

"We've been really impressed by Daniel & everyone else at Future Assist. Daniel has been really patient, answering all my questions competently. Only time will tell how the investments perform but at this stage we feel really confident. We feel like we have more control over our finances, which is great."

– Terry & Narelle G, NSW |23/6/2016

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"Future Assist has literally turned my finances around. I now have faith that I will be able to retire comfortably, and not work until my twilight years. The team have shown me what is possible to achieve, and I have already made huge steps to increasing my wealth portfolio. Thank you Darren and Future Assist!"

– Patricia.F, Bridgeman Downs, QLD | 16/6/2016

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"A comprehensive review of our finances has now given us real direction and peace of mind. Thank you! "

 

Mark.R, Leichhardt, NSW 2040 | 10/6/2016

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“Future Assist took care of our complete financial situation. They care about all the details that matter, and collected the relevant info from us. The process is transparent and the team are great communicators."

– Mark.W, Briar Hill VIC |15/6/2016

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“At all times in the last few years in our dealings with Future Assist, have all the staff been incredibly helpful, polite and we recommend Future Assist to potential clients often. We are very pleased to have Stewart working for us now and look forward to progressing our portfolio...”

– Judith.M, Warner QLD | 15/6/2016

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"Knowledgeable, logical and practical staff 're-educate' you on what you 'thought' in regards to investing, personal superannuation, finance and future planning."

– Benjamin.G, Gowrie ACT | 9/6/2016

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"I am always buoyed by the enthusiasm of the team as a whole. There's always someone available to answer a query or problem.Great back-up innovative financial advice.  Wish I'd joined years earlier!"

 

Shane.T, Tugan QLD | 10/6/2016

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“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.K, Constitution Hill NSW | 2/11/2015

“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 & Jim.K, Sans Souci NSW | 2/12/2015

"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.T, Wodonga VIC | 2/11/2015

"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.W, Ocean View QLD | 20/10/2015

“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. We have never been so excited for growing our wealth with Future Assist.”

– Carla & Mario.P, Kurnell NSW | 20/10/2015

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