About Us

Financial Advisers

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.

The Panel

Rather than relying on just one financial Adviser, Future Assist ensures each and every strategy is individually reviewed by our Panel of experts.
The Panel meets twice a weekly and is made up of both internal and external specialists with over 70 years of combined experience.

Nigel Janson:

BCom (Accounting)
MBA (Exec), Dip FS


Position:

External Panel Member &
Independent Financial Adviser

Professional Association:

Member – Financial Planning Association (FPA)
Member – Certified Planning Association (CPA)
Member – Certified Financial Planner (CFP)

Ryan Epa

ADFP
Dip FS


Position:

Head of Paraplanning &
Equity Services

Professional Association:

Member – Financial Service Accounts Association
Corporate Member –  Association of Financial Advisers (AFA)

Phil Taylor

FChFP, ADFP
Dip FS


Position:

Head of Compliance &
Adviser Development

Professional Association:

Corporate Member – Association of Financial Advisers (AFA)
Member – Association of Superannuation Funds of Australla

Keith Bensley

Adv.Dip Acc, AIPA Dip
FS, JP, SSA, SSAud


Position:

Group General Manager,
Registered Tax Agent & AFSL Responsible Manager

Professional Association:

Prof Member – SMSF Professional Association (SPAA)
Assoc Member – Institute of Public Accountants (AIPS)
Corporate Member – Association of Financial Advisers (AFA)

Sean McNeill

BSc (Math), ADFP
Dip FP


Position:

Group Head of Advice

Professional Associations:

Member – Association of Financial Advisers

Victor Shen

ADFP, BSc, MSc, MPA, DipFS
Dip Mortgage Broking


Position:

Head of Finance

Professional Association:

Member – MFAA
Associate – MFAA SMSF Advisor
Member – SMSF Association

Accounting & SMSF Administration Teams

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.

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Property Services Team

 

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.

 

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Finance Team

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.

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Equities & Paraplanning Team

 

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.

 

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Insurance Team

 

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.

 

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Client Services Team

 

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.

 

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Book Your Free Intial Consultation

We offer the first consultation free to ensure you have the all the information
to better understand your options before deciding if our service is the right fit for you.

At Your Home

We offer apppointments in the comfort of your own home

At Our Offices

Meet with us at one of our conveniently located offices

Over Skype/Phone

Flexible Skype and telephone appointments anywhere in Australia

Speak with an Adviser

Client Success Stories

Great Company!

out of 5, reviewed on Sep 25,2017

My Wife and I have been clients of Future Assist for over 5 Years, in which time they have brought all of our financial goals together to create a long team investment and tax minimisation strategy.What i really love about Future Assist is the transparency,and feeling that all of the Staff strive to continually make our financial situation better.The holistic approach and SMSF gives us a sense of security,and overall satisfaction whith only needing to deal with one company. I highly recommend them,and have even referred friends,who have also become happy clients.