You shouldn’t need to be wealthy to get great ﬁnancial advice. Our people, process and tools have a proven track record of helping our clients grow their money and achieve better ﬁnancial lives.
Tailored ﬁnancial advice is a great investment. We have made it easy by ensuring your wealth creation journey is one we take together. You’ll receive end-to-end support as we create your plan and keep you tracking towards your goals.
Our unique process looks beyond basic financial planning to seamlessly integrate specialists in accounting & taxation, risk, equities, superannuation, finance and property with the goal of maximising your financial potential and bringing your goals to life sooner.
Create a plan to make the most of what you have, grow your money and achieve the life you want
We are Superannuation and SMSF specialists, let us show you how to take control and boost your super.
We can help you maximise your income, tailor a tax strategy and take advantage of gov incentives
Creating a plan to retire when you want is the dream of many Australians. Lets make it a reality.
Our advice process will explore strategies to cover the things you value and help protect the ones you love
Our advisers will review your ﬁnances and identify way you could save thousands
You work hard and your time is valuable. Our skilled admin team will take care of much of the paperwork, saving you time and ensuring the implementation of your advice is hassle free.
Our clients enjoy a variety of investment options that extend beyond Australian shares. Clients work with their Adviser to make informed choices on the asset classes they want to invest in.
Our clients receive regular reviews, tailored investment recommendations and support when you need it to ensure your advice keeps pace with life’s challenges and keep your investments on track.
We offer the first consultation free to ensure that you have all the information you need to better understand your options before deciding if our services are the right ﬁt for you.
Once you are a client get insights and transparency into your investments and money with powerful daily online reporting through our online portal or mobile app.
We offer the first consultation free to ensure that you have all the information you need to better understand your options.
There is no 'best time', however if you are over 30 years old then speaking with a financial Advisor can offer many benefits especially around areas related to optimising your finances, wealth building, reducing debt, growing your super, taxation and ensuring adequate strategies are in place to protect your family in the event of unforeseen circumstances.
We have worked with a wide range of people from various starting positions and occupations including: labourers, teachers, civil engineers, police officers, CEO's, office workers, doctors, taxi drivers, trades people and many more.
We firmly believe that you shouldn't need to be wealthy to get great financial advice. You can call an Advisor for a chat to discuss your requirements at no charge. We also offer the initial consultation at no cost (and no obligation) to allow us to get to know each other and to fully understand your needs and goals. It is also an opportunity to ensure you have all the information and time you need to better understand your options, our process and any fees involved.
Put simply, Future Assist Advisors can help you create a plan to achieve your personal and financial goals. This can be specific (scoped advice) or big picture (holistic advice). This may include budgeting and debt management, wealth building, retirement planning, superannuation and self managed funds, risk protection strategies and insurances, investments such as shares, ETFs and MDA's, investment lending and much more. Your Advisor can also include evaluation and general advice should you want to incorporate property into your wealth creation strategy.
There are many companies that claim to provide 'financial advice' however they may not be licensed Financial Advisors. As such it is imperative that you ensure your Advisor is both qualified and licensed to provide advice. Future Assist holds it own Australian Financial Services License (AFSL 413674). Discussing finances can be very personal so important traits of a Financial Planner need to include sensitivity and confidentiality. Transparency should be given through their presentation of the process including any fees or commissions earned.
In basic terms, a Statement Of Advice (SOA) is your official financial plan. It will contain financial strategies tailored specifically to your needs and goals. It must also include the basis of why the financial advice was prepared, and transparently outline any commissions or fees the Financial Advisor will receive.
We like to be flexible for our clients. We understand everyone lives busy lives, so we can have meetings and give advice through a Skype call, phone call, a meeting in our office, or we can come to you and meet you at your home. We want it to be easy for you to get the right advice.
Our clients receive regular reviews, ongoing support fully included at NO ADDITIONAL CHARGE to ensure your advice keeps pace with life’s challenges and help keep your investments on track.
“We feel much more in control of our future”Prue Bircha Product Review 2017