Good at start for initial setup, but have big turnover with advisor.
Future Assist do a good job with the initial financial advise and information they provide. The issues I found is that I have not had the same person when reviewing my account, there's always someone new that doesn't know your specific situation.
Great Service, just not for me
Future Assist team was really professional, generally quite responsivd, helped me organised everything quickly but it just didnt suit me personally.
It was my first experience investing in the financial markets so I wasn't sure what to expect. I was first called up by the team and really liked the way they came across, which was transparent and clear so I decided to engage their services. I was then referred to a Client service manager who took me through a fact finder. I had asked a few questions around the fees and process and was told that there was an independent team that looked into investment side and that he was unsure. Fair enough, it was overall a pleasant experience. Next step was the strategy, where I visited the office. The strategy was professionally presented and I was told that an independent team had assessed my situation and put down the recommendations. When I asked a few questions, I was told again that it was a different team that looked after it and I would need to wait for a response. I guess for me, I preferred to understand the process thoroughly before making a move which I didn't feel I did.
I did end up going through with the strategy though didn't understand fully the actual process of implementation. There were a couple of hiccups along the way and as I didnt fully understand, I grew cold feet and wanted to invest less. When I requested to invest less, I was unaware there were penalties/fees attached with Macquarie accounts at that stage, and being a super newbie it stressed me out quite a bit but luckily the head of client services called me and patiently guided me through the process and I didn't end up paying the fees. I really appreciated it.
However, after a while I wanted to sell off the portfolio and after that I didn't feel as valued as a customer, which I get as there is no ongoing service fees. When I wanted to get back in contact, I was put through to a hotline first then got allocated to an individual then bounced around a bit to explain my story as there were quite a few people who had left. I felt myself telling the same story and finally gave up for a while but then when I wanted to reach out again. When I reached the client service desk again I had mentioned I have been bounced around a bit and have been on repeat for my story and requested a specific adviser who I can just build a rapport with. Understandably, the business model doesn't work like that, so I was explained to again that there would be people who leave the organisation and that is the model they operate in. Like I mentioned it was overall a good experience, they do regularly ask for feedback and follow up on the experience... its just that for me, I wanted to learn as part of the journey and build an ongoing long term relationship with my adviser so the firm for me personally was not a fit. Need to mention though the investment strategy was good though, I do regret selling the entire portfolio down.
Highly recommend Future Assist. Very professional and knowledgeable. Great service and always willing to go the extra mile to tweak services to my needs and circumstances. Thank you Future Assist
Very happy exceptional service
A very well presented and informative review of our past 2 years with future assist. The financial advisor went to great lengths to ensure that my husband and I understood all the information set before us. We are very happy.
Great start, bad finish
We had such a great introduction to Future Assist with Aaron Williamson, who was our first point of contact. We were so excited about our future outlook. However, when our account went into the hands of our personal advisor, it all went very downhill. We planned to set up an SMSF and buy property, as we don't currently own one, and this is really important for our future financial stability. We didn't hear anything from our personal advisor for about 6 weeks, and he and Aaron didn't respond to my calls or email. Eventually we heard from the personal advisor who told us he couldn't help us due to my husband's poor credit rating. We were aware of this and that credit rating will be clear as of late April/May, so it would have only been a matter of setting up the SMSF, then purchasing the property in the new financial year. They did refund their fee, however!
We were so disappointed after such a promising start and currently don't know where to go for good advice and administration. If anyone can recommend someone, I would greatly appreciate it.
Yulia was very informative, helpful and was happy to chase up information and relay it to me in a timely fashion.
It's great to have Future Assist on hand when needed.
Future Assist has been great in guiding us through our financial goals and ensuring we are maximising our opportunities in preparation for retirement....even though we’re only in our early 40’s.
I’ve always wanted to know finance just for me
I didn’t know what was a good standard for financial advice. Future Assist has provided everything I’ve needed with respect to advice for the last 3 years now. Well worth it and look forward their advice all the time.
Very helpful easy to understand. My husband and I were given options and explained every option. Great to talk to someone who has our interests in mind.
Recommend to our friends
Review of Adviser advice - future assist
Your adviser provided an excellent approach to discuss our retirement financial needs and medium term goals - he was objective, courteous and kept to our meeting to time. He also explained clearly our options to consider and followed up by email on our discussions - thank you so much Future Assist
Solid review. Hard to balance work family and reviews at times.
Great teams at Future Assist. Very accomodating with times and have a great deal of patience.
Looking forward to the next review.
Future Assist has had our backs with our financial and investment needs for years now, we know they have our best interests at heart. Never a delay in communication. Our most recent client service manager, Ryan, was awesome in dealing with us in the most professional, patient and helpful manner all the while actually listening and addressing any concerns or confusion we may have had. Great job Ryan!
I was contacted by Future Assist for an update on my SMSF.The advice given was well presented and very informative that suits my needs.As always what a great team of professionals.
Loved the people, great advice
Contacted Future Assist to get Advice on retirement and investments. Not only did they provide me with a thorough plan I feel as though I received a financial education. Great team of people, very professional.
Professional well informed advice.
We have been impressed with the professional, well presented and very informative advise. There is a lot of information to take in for us and future assist has made it clear and understandable. Highly recommend there services.
We are getting to where we want to be.
We were looking for a SMSF management company. We were referred to Future Assist by a friend.
We pointed out in the first meeting our objectives and goals. I also pointed out what I was not interested in. I asked them to keep it simple and transparent as we are both new and inexperienced in SMSF investment.
Happy to say the team we worked with was great. Direct and enough pressure to keep us on track and get our house purchase done.
All in all very happy.
Excellent and straight to the point
Been a client for a number of years now and I find Future Assist extremely professional, knowledgeable and provides excellent advice. I wouldn't hesitate to recommend Future Assist to anyone looking for a financial planning service
Keiron and Roselyn
Future Assist saved us heaps on our super after years of being ripped off by the big super companies
I have nothing but praise for the team at Future Assist. All of their team are friendly and helpful, always ready to give advice and guidance. They helped set up our SMSF for us and offered a good cross section of investments without any sales pressure. The investments they recommended have all given good returns so far. Their fees are low in comparison to the percentage based fees the big super funds charged. Overall they have saved us tens of thousands and helped put the value of our super well ahead of where we would have been if we had stayed with our old super fund.
Wonderful, insightful and so compassionate
Future Assist have been exceptional. They're tireless in their approach to getting you on a path of financial security, all the while empowering you. I so wish I'd come across the team and their range of services years ago. Apart from their knowledge and professionalism it was their compassion and empathy that stood out for me. So rare to come across this in any field let alone financial services. Please do yourself a favour and make contact with Future Assist, you won't regret it. I don't.
Future Assist brings the light to every aspect to your financial being. Their professional and expert advise is evident when each financial plan is tailored to suit each individual needs and wants. Their honest and straightforward approach allowed us to be more comfortable and sure about deciding on the best plan for us and where our financial goals can take us. We have been impressed of how much time and effort but mostly how knowledgeable they are about the economic and statistical world. We are glad we took the plunge and took the first steps of building a safe and secure plan for now and our family's future. Thank you to everyone we have been in contact with, at Future Assist. We are excited and happy and feel very secure.
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