As our valued client, you can look forward to proactive support and free annual reviews from our dedicated Client Service team. Together, we’ll keep you on track to achieve your goals and adapt to changing financial circumstances.
Many people mistakenly believe that financial planning is a one-off process. But in reality, even the most detailed financial strategy cannot prepare for every possibility. You need to regularly review your plan to ensure it keeps pace with financial trends and any changes or surprises that life has in store.
Keep pace with life’s changes
When you work with Future Assist, you’ll receive a financial check-up every year – no matter what. Our Client Service team includes a team of dedicated financial advisers, located across Australia, who focus purely on providing ongoing support, reviewing clients’ circumstances and providing updated advice where needed. This optimises your financial situation by confirming that your current strategy continues to align with your goals.
As our client, you can call our Client Service team anytime – whether you’d like expert advice about your financial situation, or simply peace of mind that you’re on the right track. Our friendly advisers are on hand to answer your questions.