Professional from the start.

5 out of 5, reviewed on Mar 18, 2017

Professional advice and great customer service, excellent communication both verbally and electronically. Glad to be on board with Future Assist and hope to be for the long haul.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Mark, We appreciate the time you have spent sharing your experience with us. Babak would and the team would like to extend their personal thanks and are excited to be working with you towards y... read more »

Pension fund and mortgage

4 out of 5, reviewed on Mar 15, 2017

Charles was able to help us determine if paying out are mortgage would be in our best interest and when it would be the right time to do so.
Thanks Charles

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Nicola, Charles and the Southport team were very happy to see your review. It's great to hear that you were able to get the advice you needed when you needed it. We look forward to helping you... read more »

Relief is immeasureable when you know your financial future is secure.

5 out of 5, reviewed on Mar 15, 2017

What a relief! We are in great hands with Stewart and Future Assist. Stewart is always helpful, polite, prompt, understanding and knowledgeable. We are confident that we have a secure financial future ahead of us.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Judith, We really appreciate you taking time out of your day to share your experience. Stewart and the team in Melbourne would like to extend their personal thanks and also let you know that th... read more »

Good service & informative.

4 out of 5, reviewed on Mar 15, 2017

Was convenient & easy to do the review over the phone. Sometimes the jargon used was difficult to understand though.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Schiemer, Thank you for your review, Its been great to work with you. Sometimes jargon can be unavoidable escpecially during the advice phase - having said this if there is anything you dont... read more »

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5 out of 5, reviewed on Mar 14, 2017

Future Assist are a pleasure to deal with -- passionate, engaged, knowledgeable and demonstrating a willingness to go the extra mile for their clients.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Jamespw, thank you for such a wonderful recommendation. We are definately have a passion for what we do. Its been great to work with you and we look forward to supporting you towards your goal... read more »

On the road to financial freedom

5 out of 5, reviewed on Mar 14, 2017

Looking forward to a bright secure financial future, thanks Future Assist.!!!!!
Huge Thanks to Sam Kelly for helping us to be better financially prepared for future and Retirement. Sam is always there for any question, big or small and nothing is ever a problem, we have already recommended Sam to our family and friends. Special thanks to Peter Leikas and Darren Naicker, both have been amazing to deal with and we appreciate your level of professionalism and enthusiasm for our finances.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello KShort, Many thanks for sharing your experience with us. Sam, Darren and Peter were very excited to see your review and would like to extend their personal thanks. Many thanks also for the... read more »

Verified Purchase

The advice and assistance was always on time, quick, open and direct, also when documents were sent

4 out of 5, reviewed on Mar 14, 2017

I think the service and assistance that we had received from Future Assist was open, very helpful, always prompt and always available. We do however feel that it was quite a costly exercise to set up this SMSF, with a very expensive home loan to finance our investment property (7.5%).

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Stephan, Thank you for taking the time to share your response with us. Its great to see that you have found our staff and service open, helpful and timely. I also appreciate that you have shar... read more »

Covered all bases

5 out of 5, reviewed on Mar 14, 2017

Professional honest and thorough review of my personal circumstances. All bases covered and advice for other areas given. Excellent work!

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hi Steven, We appreciate the time you have spent sharing your experience with us. Pierre and the team would like to extend a personal 'thank you'. As you know our staff are always here to help an... read more »

So very helpful and patient!

4 out of 5, reviewed on Mar 14, 2017

Pierre has been so very patient with my inability to reply immediately. His information has been concise and understandable. Only complaint is that every time there is contact I get a different staff member, so I feel like I have to start again with a rapport.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Sharyn! Firstly, many thanks for taking the time to share your experience with us. Pierre was very happy to see your review and has thoroughly enjoyed working with you! While it is difficul... read more »

Happy customer

5 out of 5, reviewed on Mar 14, 2017

Due to the financial distress we had got ourselves into future assist isn't able to help us to their full potential at this time. However this being said, they communicate with us regularly and have been guiding us with every new step we can take to better our financial future. The staff are very helpful and easy to deal with☺

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Elizabeth, Let me say it has been wonderful to work with you. This is not the end of your financial journey - its just the beginning! Please take advantage of our client resource centre an... read more »

Annual reviewmy

5 out of 5, reviewed on Mar 14, 2017

My review with babek was very good and informative he was very knowlegable and well mannered his accent was a bit hard to understand at times but it all worked out in the end for an overall good outcome very pleasant.thank you.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello John, Many thanks for sharing your experience with us. Babek was very excited to see your review has thoroughly enjoyed working with you! We are always here to help and are only a phone call... read more »

Would recommend Future Assist

5 out of 5, reviewed on Mar 14, 2017

Future Assist have been nothing but helpful. Have helped us understand we we're at and need to be at retirement and put plans in place. Nothing to too much trouble.

Was this review helpful? Yes

Comments
Future Assist Financial Services Official

Hello Lisa, Thank you for taking the time to share your experience with us. . Our staff are always here to help and look forward to working with you again soon! If there is anything else we can do ... read more »

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Questions & Answers

When can people withdraw their funds and join another super?

Cando asked on May 10, 2016

Answer this

Hi Cando,

Apologies for the delay, we have only just acquired a ProductReview corporate account. The answer depends on the type of fund you have. Below I have included information for SMSFs.

SELF MANAGED FUNDS (SMSF)
Generally speaking, a trustee can make the decision to wind up an SMSF at any time.
However, a number of steps need to be taken by the trustee to ensure the SMSF is wound up properly

1. Liaise with your financial adviser to ensure all fund assets are sold and transferred to cash
2. Liaise with your financial adviser to ensure that any insurance cover in the fund is transferred to a new fund or is replaced, without having a period of no insurance
3. Advise your SMSF Accountant in writing of the intention to wind up the fund so that the final reporting requirements can be fulfilled
4. Determine the super fund to where benefits are to be transferred and advise your SMSF Accountant of the account details

For further information, please contact Future Assist on 1300 118 618, we have locations in QLD, NSW and VIC and also offer appointments via Skype.

You can find an office here: http://www.futureassist.com.au/contact-us

You have not stated that you are talking about SMSF.

You can change superannuation funds at any stage.

Work out which fund you wish to change to. They will likely be able to help you with the process, by having forms for you to sign, for them to get the funds from your previous super, like:

https://www.ato.gov.au/Forms/Rollover-initiation-request-to-transfer-whole-balance-of-superannuation-benefits-between-funds/