• 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

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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


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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I have had nothing but positive experiences with Future Assist. When they give me information it is in a language I can understand and they always go out of their way to accommodate my needs and fit in with my schedule. I am really impressed with their professional approach and always know I can reach out to them with any questions I might have.

– Karen.W, NSW | 21/09/2016

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FutureAssist have provided us with the expertise to achieve tax effective structuring of our financial affairs. They provided alternatives that we were unaware of and may not have been able to attain without their guidance and knowledge. We look forward to a continued relationship in the future.

– Phillip.F, NSW | 16/09/2016

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"My wife and I have been with Future Assist for several years now and our decision to entrust our super and personal finances to them has been a life changer. The attention to detail and genuine support from all staff and departments we have interacted with thus far, has been exceptional in particular from Daniel Thalji, our advisor. Daniel has been extremely approachable and only too willing to answer our questions or explain areas we don't understand fully. ..."

– Peter.H, NSW | 09/09/2016

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Future Assist were there from the start and guided me along with way as my knowledge grew. No matter what I put in front of them there was always an answer, empowering me to make the right choices. I believe I have made the right choice when it comes to choosing the right people to help me manage my SMSF and I'm staying around.

– Ruth.C, VIC | 09/09/2016

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To have the right advice for the freedom of choice in Financial Management for our Superannuations is what Future Assist offers us in a personal, professional and factual manner.

– Harry.W, VIC | 09/09/2016

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I had a rather unusual financial problem, as well as my normal business. Chris almost immediately allayed my fear and we were able to continue with the business. I was at ease and our meeting went very well. Chris is very good.

– Gary.M, QLD | 08/09/2016

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Have had no problems since opened SMSF with Future Assist. Staff professional And knowledgeable and do the management for us.

– Deborah.F, QLD | 08/09/2016

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We have been working with Gavin for the past 2 to 3 months, he has been guiding us through our transition of our superannuation for our retirement, always keeping us informed and updated with the information, he has been very thorough, working hard to ease our way for a comfortable future. We are very happy to know Gavin and look forward to more meetings with him in the future. Great work from a great guy.

– Laurelle.M, VIC | 07/09/2016

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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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