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

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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"Our experience with Future Assist has been exceptional,we are so glad we took the leap and signed up with them. The continual customer service and professionalism we receive from them is greatly appreciated. Dane, Darius and the other Future Assist team members are only too happy to answer any questions we had, advising us and at the same time listening to our needs. Our finances are only getting stronger and thats only because of what Future Assist has done and is still doing. ..."

– Jason.T, QLD | 04/07/2016

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"... Things have finally fallen into place and we're now in a better place then we've ever been & things are only looking up! We're very happy we decided to join with Future Assist and decided to give it a go, we haven't looked back!"

– Glenn and Erin, QLD | 04/7/2016

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Professional, knowlegable,always available for questions and queries, he built up trust and understanding soon after we first met on skype,and he followed up regularly without being over bearing

– Eric and Deseree, QLD | 01/7/2016

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We have been dealing with Future Assist for almost 3 years now, all our dealings have been very helpful and very positive. Their is a lot of paperwork to organise in the beginning as with anything , but everything is running smoothly and we are very happy with our investments and their service. We would happily recommend to any one wanting to invest.

– Carol.G | 30/6/2016

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