Future Assist Financial Services
Future Assist Financial Services is a privately owned, specialist financial planning firm whose aim is to provide ‘whole of life’ wealth management expertise to motivated Australians.

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About
Future Assist was started some four years ago. It was started out of a clearly defined need for independent financial planning within Australia for motivated Australians. Independence means no product of our own, Future Assist is truly independent in the sense that we have no institutional shareholders and no investors such as banks or investment groups; this means that Future Assist is able to focus purely on strategy. Future Assists main objective is to provide strategic advice, not sell financial plans as a means of distributing their products. Their motivation is to get the strategy correct first based on your goals, your needs and your objectives.

Only once you have a clearly defined plan and pathway to achieve this, then we can go out to the market place and source the most appropriate products to suit those needs and of course those objectives. You can understand if you invest in banking or large insurance company advice, those advisers are bound to essentially provide advice supported by their products. In addition to this independence, Future Assist believes in an old adage that ‘many minds make prudent advice’. What this means is that at Future Assist, your financial plan is developed with the knowledge and expertise of a range of professionals who will be aware of your needs. These experts review these needs and goals and determine the most effective use of your resources and how best to achieve this goals without adversely effecting your lifestyle, after all your goals are our focus. Call future assists now on 1300 118 618 or contact us here to speak with a financial adviser in your area.

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How we are different from your average financial planner?
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The advice we provide to clients is delivered from a panel of experts with over 60+ years of collective industry experience between them. We take into consideration all aspects of your life and develop a plan that will help you achieve your goals.
We are helping hundreds of Australian’s each year keep on track to reach their retirement goals and provide a better lifestyle for their family.

We hand pick our staff to ensure they are client focussed and detail oriented to provide you with the best service.

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What We Do
Based in Sydney, Melbourne, Brisbane and Southport we help motivated Australians achieve financial security, creating wealth in a conservative manner over the long term. This is a foundation of prudent money management, a necessity when looking after your financial future.

Through structured reorganisation, we enable individuals to access the best possible services in relation to refinancing and insurance, thereafter structuring all manner of financial services and benefits around a well-rounded financial profile. Services available include:

Financial Planning
Self Managed Superannuation Funds Advice and SMSF set up and administration
Debt Consolidation
Mortgage Financing
Mortgage Refinancing
Investment Planning & Tax Planning
Future Assist Financial Services planners are seen as ‘Innovative Conservatives’, combining traditional ethics and service with the latest processes and products.

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Our Focus
Our experience has proved that a holistic approach to financial planning is the most effective way to help you achieve financial security, for you and your family.

As financial planners, we recognise the relationship built with our clients is vitally important. All aspects of a client’s financial life are organised and tracked to deliver on their unique goals.

As an organisation, this is a partnership we keep for life, with many clients continuing to work with us long after their initial goals have been met.

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Our Priority
Our priority is your future.

We achieve our successes by applying our product knowledge & market experience to the twin objectives of reducing your risk and increasing your returns. This is completed in an industry compliant manner, regardless of whether we’re refinancing your mortgage or planning your future investments.

To find out more about, our company and our services, contact us for an obligation-free consultation. Future Assist is here to assist you in securing your financial future.