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Future Assist Financial Services Group

Future Assist Financial Services Group

4.7 from 650 reviews

Great service and assistance with all of my requirements

My experience with Future Assist has been excellent, they offer a great service year in year out. I met with Candy recently and she has provided great support and has a lot of attention to the finer details, I'm glad to have dealt with her.
Thanks Simon

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Time to retire

thoroughly enjoyed working with Candy, she covered everything I needed to know & provided a great review. She has been very patient which means a lot when unforeseen circumstances arise (which in my case unexpectedly did)

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Great support

I have been with the company for 5 years, I feel well informed & happy with the service I receive from each service manager or adviser, for a busy person they sure do make it a lot easier to keep on top of your finances. Great work Aman!

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Excellent

We are really happy with the service Future Assist have offered to date, Wesley reviewed our situation recently & we are happy with our progress. There’s no changes we feel the company has to make to improve our experience, great work

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Should’ve done this sooner!

Very educational experience, we wish we had of enlisted in their services sooner before purchasing assets. Trystan has been really good to deal with & happy with the service to date.

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1 comment
Hi Cheryl, thank you for your comments, Trystan really appreciates it. We are happy you chose to work with us, we will look forward to your ongoing reviews for the future. Please do not hesitate to contact us anytime. Daniel - RMC Manager Future Assist

Refreshing, such professional service!

Its early days but we like your process for investment reviews and decisions- well done. Look forward to seeing it roll out and working with your team. Danny has been to communicate with and with info provided has outlayed a solid recommendation to work with. So very happy so far.

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Hi Lisa, Thank you for taking the time to write a review. I'm pleased to hear you have found your advice beneficial with Danny, you are in great hands. We will look forward to seeing your progress & achieving your desired goals! Daniel - RMC Manager Future Assist

Wonderful experience and a wealth of knowledge.

The first meeting with Vatche from Future Assist was exceptional, great communication & a good team. Trystan was a pleasure to work with, he was persistent & does a fantastic job. A huge thanks, keep doing a great job.

Kind Regards,
Bruce Alchin

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1 comment
Hi Bruce, Thank you for choosing to work with us, we are pleased you made the decision to receive a plan & work with our Adviser Trystan. It's been a pleasure speaking with you each step of the way, we will look forward to your first review. Daniel - RMC Manager Future Assist

Happy that we took the step.

Friends referred us to Future Assist as they had been happy with the service. We were reassured from the beginning with the step by step explanations and the knowledge and professionalism of the advisors helping us to plan for our future. Ryan has been great.

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Hi Susan, It's warming to hear one of our clients opened up to you about our services & we are touched to see your review of your experience. We are always here to answer any questions & provide you with the necessary tools to keep you moving forward & achieving your goals. We will look forward to your review! Daniel - RMC Manager Future Assist

Thanks Future Assist

We are glad Future Assist followed up with us. In our recent review we had the pleasure of speaking with Yulia, she spent time taking us through our situation & listening to our plans for the near future. Thanks!!!

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Hi Mark, thank you for your review, we are happy to hear you found your recent review with Yulia to be very positive, she really appreciates your comments. Don't hesitate to contact us if you have any other plans, we will look forward to our next review. Daniel - RMC Manager Future Assist

Highly Recommended

After a number of reviews and discussions they decided that my situation was good enough and any changes will not make significant improvements, so they gave me some recommendations to implement, however, they decided to fully refund the fees I paid.

I also found them knowledgeable and have excellent process in place where the strategy recommended by the adviser I was dealing with got reviewed by a panel of experts, this way they make sure nothing gets missed and the client gains benefit from their services.

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Hi William, Thank you for taking the time to write such a positive review. We appreciate your understanding in these circumstances, It's rare that we have to make these decisions & hope you will make the most out of our resources & recommendations. Please do not hesitate to contact us if you have any questions, we wish you well & look forward to our next conversation! Daniel - RMC Manager Future Assist

Setting up our future

I'm happy with how things are going at the moment. Danny & John have been very accommodating & informative, always willing to help & provide support. We have been with them for 12 months so far & enjoying the experience.

Have a great week Craig.

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Hi Craig, We are pleased to see how well everything's going for you, I have mentioned these comments to Daniel & John & they really appreciate it. Please do not hesitate to give us a call at any time. Daniel - RMC Manager Future Assist

Future Assist - Great Customer Experience

We did not come across Future Assist until I was recommended by a family member, in our first meeting we felt they offered great customer experience. We were well informed with Colby who advised us on the best way to meet our financial goals, he was thorough & great to deal with.

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Hi Carwyn, thank you for your review. I'm pleased to hear you have felt this way about our service, Colby really appreciates your comments & really enjoys working with you. I will look forward to our next conversation, it's been a pleasure speaking with you. Daniel - RMC Manager Future Assist

Future Assist

We really enjoyed working with Colby & the Future Assist team, our advice was well articulated, non-jargon information. Colby was very professional & thorough in his approach and the information given was very thorough and detailed. It's been a great experience so far and look forward to the advice being implemented.

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Hi Martin, Thank you for taking the time to write a review. Colby has enjoyed working with you and really appreciates your comments. I'm pleased to hear you have found value in our information & services, I will look forward to seeing your progress & results after 12 months. Daniel - RMC Manager Future Assist

Happy Review

I am happy with Wesley and the team at Future Assist, Wesley and I are on the same page when it comes to retirement planning and wealth creation and I feel he genuinely has my best interests at heart. The yearly reviews have helped me take advantage of other opportunities to grow wealth and resources to keep me on track

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Thank's Jeffrey, Wes really appreciates your comments, he really enjoyed working with you. I'm pleased to see you have found value in our reviews, please do not hesitate to contact us anytime. Daniel - RMC Manager Future Assist

Future Assist gets a big tick.

Future Assist & the team have been very helpful. Our recent review with Aman was great, He answered all our questions & provided great updates about our situation.

The review detailed our plan's now & for the future, they are with us every step of the way & provide great resources to keep us on track

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Hi Craig, Thank you for your comments. We are pleased to hear you enjoyed your recent review & you found it informative. It's great to see you are well informed about your situation, you have achieved so much already. We will look forward to your next review! Daniel - RMC Manager Future Assist

Aman review

It was great meeting with Aman for our review - we felt very confident and comfortable discussing our financial situation and potential future ideas moving forward. We found Aman very knowledgeable and professional and look forward to meeting with him again. Matthew and Angela Reeves

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Hi Angela, thank you for your comments, Aman really appreciates your feedback. Our services will always be available to please do not hesitate to contact us anytime. We are pleased to see you value our services, we will look forward to our next review. Daniel - RMC Manager Future Assist

Good service

Thanks Ryan and the team at Future Assist for helping us over the past 5 years. Helping us get our finances ready for when we retire. We would not have been able to ourselves.

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Hi Alison, Thank you for taking out the time to write a review, Ryan & our team really appreciate your comments. We are thankful for your commitment over the years & we congratulate you on your achievements with us. You have been a pleasure to deal with & we will look forward to many more reviews with you. Please do not hesitate to contact us anytime! Daniel - RMC Manager Future Assist

A great peace of mind to know our current and future finances are in great hands.

As a young couple with two kids, Future Assist help us to be mindful of our financial position and guide us confidently toward our future financial goals. They helped us get our loans, superannuation and insurances in order so our money is working for us and not being wasted on excess fees. We’ve been provided with helpful strategies for budgeting and informative suggestions for future expenditures on things such as house purchases and renovations. The team are professional, friendly and always provide information clearly and concisely. They make us feel secure in our financial decisions and we’re confident to work with them for our future.

1 comment
Hi K. Thank you for taking out the time to write such an inspiring review. Your comment's show how well you understand our process & how much you value our services. Congratulations on all your success & we will look forward to your next review. Daniel - RMC Manager Future Assist

Great Service

Thanks Trystan and the team at Furure Assist for guiding us towards a better retirement. We have found Trystan to be very knowledgeable and easy to work with. Highly recommend. Looking forward to seeing where this takes us!
Aiden and Bev

1 comment
Hi Aiden, Thank you for taking the time to write this review, it's rewarding to see Trystan has fulfilled your expectations. You have been a pleasure to deal with from the start & we will look forward to your first review. Daniel - RMC Manager Future Assist

Annual Review

Great Customer Service from all of the staff at Future Assist and my annual review was based on individual goals which have been achieved so far to date - excellent company.

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Hi Kylie, thank you for your comments, we are pleased to hear you value our service. Congratulations for achieving your goals, you have worked hard & has all paid off. We will look forward to your next review, please do not hesitate to contact us anytime. Daniel - RMC Manager Future Assist

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Questions & Answers

how long has future assist been in service
1 answer
Hi Chris, Future Assist has been in service for over 7 years, we offer a wide range of advice which you can see on our website: www.futureassist.com.au Please do not hesitate to contact us if you have any further questions. Daniel - Future Assist 1300 226 802

how do you invest in shares and how much is the minimum you need to invest?
No answers

When can people withdraw their funds and join another super?
3 answers
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-usYou 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/I just did it online with minimum hassle..so I am pleasantly surprised ! I just created an account at the new Super Fund i was moving to. Then, selected the option of "Consolidate/Lost super", Specify the Tax File number and that sets in process, the "PULL" transaction from the old super Fund. I did not have to fill a single form at the Super Fund I chose to leave. (Even the death and TPD insurances at the old super fund are supposed to come through seamlessly to the new Fund but am yet to see that through

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