Every wealth creation strategy is reviewed by our panel of experts. Our panel includes specialists in accounting, investments, superannuation & SMSF, shares and property, tax, finance, compliance and more.
BA. Com/Accounting MBA (Exec), Dip FS
Position: External Panel Member Independent Senior Financial Adviser Professional Associations: Member – Financial Planning Association (FPA) Member – Certified Practising Accountants (CPA) Member – Certified Financial Planner (CFP)
Adv. Dip Acc, AIPA, Dip FS, JP, SSA, SSAud
Position: Group General Manager, Registered Tax Agent Professional Association: Prof Member- SMSF Professionals Association of Australia (SPAA) Assoc Member – Institute of Public Accountants (AIPA) Corp Member- Association of Financial Advisers (AFA)
B.Sc, ADFP, DFP, FChFP
Position: Head of Advice Professional Associations: Association of Financial Advisers
ADFP, Dip FS
Position: Risk and Insurance Specialist Professional Association: Association of Financial Advisers (AFA)
ADFP, Dip FS
Position: Head of Paraplanning & Equities Professional Association: Member of Financial Services Accountants Association Association of Financial Advisers (AFA)
ADFP, Dip FS
Position: Senior Paraplanner Professional Association: Association of Financial Advisers (AFA)
BSc, MSc, MPA, ADFP, DipFS, Dip Mortgage Broking
Position: Head of Finance Professional Association: MFAA member MFAA SMSF advisor Associate member of SMSF association
MBA, FChFP, Dip. FS, ADip. FS
Position: Head of Compliance and Training Professional Associations:Member – Association of Financial Advisers (AFA)
Our team of Advisers work closely with their clients to help grow their wealth and create a strategy to get the most out of their financial life.
• Grow your personal wealth • Investment strategies (shares and property) • Tax minimisation • Boost your Super • Minimise bad debt • Insurance and asset protection • Retirement planning
Every client of Future Assist also recieves access to our dedicated Client Services Team as well as unlimited access to our online education centre.
Future Assist Accountants is a professional accounting firm, with a focus on Small Business & Self-Managed Superannuation Funds. Our full SMSF administration service is market leading and has been designed to reduce the time burden many trustees experience in managing their own retirement. Studies have shown that trustees spent an average of 7.4 hours per month managing their SMSF1, whereas our clients spend less than 30-minutes per month.
Future Assists property team specialise in the analysis and settlement of investment properties within Australia. The team is responsible for analysing available properties and locations, using an in-depth criteria, in order to find suitable recommendations for our clients. End-to-end support is also avaliable to facilitate the purchase, arrange legals, source a property manager and also assist with finding tenants at no additional cost. All research and data analysis is clearly presented to the client in a property profile document.
Our in-house finance team specialises in investment and SMSF lending as well as a wide selection of domestic products including: refinancing, debt consolidation, equity release and home loans. The team can source loan products from over 30 different lenders. This includes all major lenders as well as having a major focus on niche wholesale lending options. In addition, we can access low-cost wholesale funding and pass these savings s directly to our clients. All members of the finance team are members of the MFAA and are SMSF lending accredited specialists.
The paraplanning team works closely with members of the Panel of Experts and the Advice Team to deliver a financial plan that clarifies how their clients achieve their lifestyle goals and financial objectives through modeling, projections and cashflows. Future Assist also have a dedicated Equity Investments team who execute the advice relating to ‘equities’ on the share market. The team work with Future Assist’s Investment Committee to deliver products and portfolios that align with client’s financial objectives and tolerance to risk.
With access to Australias top 10 insurance companies we offer our clients broad range of personal insurance options to suit their personal needs and budget. Insurance specialists provide clarity, choice and simplify the insurance process for our clients. The insurance team have a strong history of advocacy at claim time which is reflected in their 100% claim acceptance rate.
Every client recieves ongoing support after the financial plan is developed and implemented through our dedicated Client Services Team. This team consists of experienced Financial Advisers and Client Service Managers and their job is to ensure you have access to professional advice, a point of ongoing coordination and regular reviews to help you stay tracking towards your goals. Annual reviews are provided at no upfront cost.