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Future Assist Financial Services Group

Future Assist Financial Services Group

4.7 from 672 reviews

Clarity and support

I've been with Future Assist for 3 years now and it has made a big difference to my Finances. Danny and the team have helped me with everything from budgeting, debt, superannuation and investing. My partner and I feel much more in control of our money and investments.

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Customer Service
1 comment
Thank you for taking the time to write such a positive review of your experience. Danny really appreciates your comments and said you were a pleasure to deal with. I'm happy to hear our services have been of benefit, our specialist team of professionals in all our departments are available for you to use, so please do not hesitate to contact us anytime. Daniel Client Experience Manager Future Assist

Retire Happy

Before joining Future Assist we were worried about affordability at retirement. Now we feel a lot more confident. Join now and change your life. You’ll wish you did years ago!

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Customer Service
1 comment
Hi Kylie, Thank you for your review & choosing to work with us. We're pleased to hear how confident you are with your finances now, we will look forward to seeing your progress at the next review. Daniel Client Experience Manager Future Assist

Awesome Service and Brilliant Advice

The advisors of Future Assist have been nothing but professional and exceptional in their service. Over the last year, we have felt that they are more concerned about our financial future than we are, making time to come out to meet with us, to assist us with getting our finances and investments in control. We appreciate their advice and input and see a very long, fruitful and rewarding future with them at our side.

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Customer Service
1 comment
Hi Rob & Shelly, Our team would like to thank you for your review, we will look forward to our ongoing relationship & seeing your progress achieving all your desired goals now & for the future. You have been a pleasure to work with, our team are always available to help you so please do not hesitate to call. Thank you. Daniel Client Experience Manager Future Assist

Lost it all and worse off now then I ever was

From the start i was told i had to change everything, re finance the house (I no longer have) buy an investment property in a "growth" area. My house was valued well above market price to get the finance and the rental property sat around empty until we dropped the rent to well below what was mentioned at the start meaning I was out of pocket even more. Fast forward a few years and I have lost both houses which sold for way less then I was told they were worth and now on the verge of bankruptcy. Not to mention I was advised on a self managed super fund which was also very bad advice and I now have less then half of my original super.
To say I'm annoyed is an understatement and before all this started I was in a better position now I have nothing.

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Customer Service
1 comment
Hi Grant, Firstly let me thank you for taking the time to write a review. The care of our clients is always our number one priority. As promised, I have also reviewed your file notes and identified that your personal and financial situation is complex and has changed significantly since your original advice. As you are aware there has been significant changes to your life which extend beyond the scope of financial planning. I'll PM you now with more information and to invite you to speak with one of our advisers (at no charge) to look at a strategy that takes into account these significant changes. Kindest regards Trent Murray Group Operations Manager

Absolutely essential for financial planning

We have been with the company for over 5 years & they have offered nothing but an exceptional service, Advisers have been working with us closely to better our budgeting & make sure everything else fall’s in line for our retirement. We have found this essential in helping us develop better money management disciplines. Thanks to Trystan’s support & guidance over the years, we are working towards bettering our position.

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Customer Service
1 comment
Hi Arlene, thank you for writing such a positive review about your experience, you have been a pleasure to deal with over the years. Trystan & the team are pleased to see you are satisfied with our services, they will always be available to you. Please do not hesitate to contact Trystan or the team, we will look forward to your next review. Daniel Client Experience Manager Future Assist

service with a smile

The service from each individual has been exceptional, they’re always looking for ways to advance our investments or monitor our day to day’s so we can have a comfortable retirement.

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Customer Service
1 comment
Hi Zoe, Thank you for your review, I'm pleased to hear you value our services & that we have had a positive impact on your finances & retirement. We will look forward to our next review, please do not hesitate to contact us if you need anything. Daniel Client Experience Manager Future Assist

AIA Vitality Program for Life insurance policy

I have been very impressed with the AIA Vitality program that was proposed to me by Future Assist. Its so rare that a well constructed, administered and beneficial loyalty program provided by a life insurer actually delivers real value to the customer. I have used it extensively to maximise the personal rewards that reinforce healthy lifetstyle habits and encourage a proactive approach to managing your health. A great scheme. Thank you.

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Hi Sean, Its always great to hear from you. I would like to personally thank you for the time you have taken to share your experience with us. Candy is very pleased that you are enjoying the AIA Vitality program and would like to reinforce that our insurance team is always here for you (should you ever need it). Keep healthy and have fun! Kindest regards, Trent Murray - Group Operations Manager

Great service!

Great follow up from all members in all departments. Professional, courteous and to the point. Will go out of their way to fulfill requests. We've been with Future Assist around 18 months now and are very happy.

Transparency
1 comment
Hi Lisa, thank you for sharing your experience with us! Its great to hear you are very happy with the advice and service you have received, we look forward to working with you for many years to come as we help to bring your goals to life. As always, if there is anything else you need between now and your next review please give us a call. Kindest regards Trent Murray Group Operations Manager

Supercharging our Super

We have been very happy with the entire process so far, we are very pleased with our experience, the advice & team behind the scenes. Our Adviser Babak has been fantastic & Grant.

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Hi Jade, It's great to see your comments here. Both Grant and Babak send their thanks and look forward to helping you grow your super over the coming years! As always, if there is anything else you need we are only a phone call away, we look forward to seeing you at your next review! Kindest regards Trent Murray Group Operations Manager

Great service, nice consultants

Jamie has been looking after us for a couple of years now, she has been very helpful & informative along our journey. The advice we put in place is progressing nicely, thanks again.

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Hi Stuart, thank you for your comments. Jamie really appreciates this, she's happy to hear how you found her service. I'm pleased to see your results, we will look forward to another 12 months. Daniel Client Experience Manager Future Assist

Great service

I felt in my recent review, everything was explained in a way I could understand, Supriya would follow up any questions or contact me the following week to make sure I was well informed. Thank you for making it easy for me Supriya, great work!

1 comment
Thank you for taking the time to write the review, Supriya appreciates your comments. I'm glad you found your yearly review informative, please do not hesitate to contact us anytime. Daniel Client Experience Manager Future Assist

Very happy with advice and guidance

We met Future Assist 12 months ago, they listened & explained everything perfectly. Their communication & advice has been brilliant, our primary goal is to retire comfortable & we feel they have steered us closer. Their advice has helped us save more, have more direction & confidence in what we're doing, our children have learnt from us & been inspired. Thank you Ryan & Yulia for your great work.

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Hi Kaye, thank you for your comments, Ryan & Yulia will be pleased to see them. Congratulations on all your achievements in such a short time, it's been a pleasure speaking with you and hearing your experiences, your drive to reach retirement will definitely show in years to come. Don't hesitate to contact us anytime! Daniel Client Experience Manager Future Assist

Superannuation

I enjoyed working with Yulia, even though I was waiting for an email response from her, I called not long after & she was ready to help. I feel like I can rely on Yulia to keep me updated & be there when I need her.

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Thanks Vivian, Yulia really appreciates your comments. I'm pleased to hear how you value her service. You have been a pleasure to deal with, we will look forward to your next review. Daniel Client Experience Manager Future Assist

Highly Recommend!

I've always had a good experience with the Management team at Future Assist, they have always been very helpful and quick to respond to any of my questions. In my recent review Hewad was great to deal with, thank you for your help.

1 comment
Thank you Jenny, for taking the time to write a review, We are pleased to hear how you feel about our services. Please do not hesitate to contact us in the future, Hewads happy to help. We will look forward to your next review. Daniel Client Experience Manager Future Assist

Very helpful

I am very happy with the service provided, John was excellent in my recent review. He is a clear communicator and very easy to work with. Great job to the team!

1 comment
Thank you Helen, I'm pleased to hear how your meeting with John went. He's always out to make sure our clients are well informed. We will look forward to your next review. Daniel Client Experience Manager Future Assist

Yearly Update

I have heard a lot of horror stories about SMSF's & I'm pleased to know Future Assist & the team have our back. The advice has been great, Yulia has our best interest at heart.
Cheers Phil

1 comment
Hi Elizabeth, Thank you for your comments. It's warming to hear how your experience has been, Yulia's passionate about helping her clients & happy to see you value her service. We will look forward to your next review. Daniel Client Experience Manager Future Assist

This was a waste of my time

I spent 2 hours sitting through a presentation that did not meet my immediate needs as i was promised and to top it off the advisor at the end of the presentation turned to me and said you have to organise your own re mortgage etc and insurance I am going to raise my concerns with fair trading and the ombudsman and would encourage anyone else that has been lied to do the same

Transparency
1 comment
Hello Rick, I really appreciate you taking the time to give us feedback, good or bad it’s always valuable to get. Assisting clients (where practically possible) with mortgages and personal insurances, are two of our core business offerings. I am therefore disappointed to hear that your experience did not meet your expectations. I have escalated your matter to our Head Of Advice to see if there are any other possibilities to assist given your current situation. Thank you again for sharing your opinion with us. We will be in touch shortly. Kindest regards, Trent Murray - Group Operations Manager

Our Financial Plan for our Future is now complete!!

We cannot fault the process with Colby, our advice was spot on & could not be happier with the result. The meetings we’re a well organized and a breeze because our Adviser Colby laid out everything in layman’s terms & actioned well. We are very comfortable with the position we will be in and are so thankful that we can see light at the end of the tunnel! Thank you!

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1 comment
Thank you for taking out the time to write such a positive review for Colby, He appreciates your comments. I'm pleased to hear how much you value the service, we are also looking forward to seeing your progress through the years. We will look forward to your first review! Daniel Client Experience Manager Future Assist

attentive and sincere

Jamie's very attentive and sincere which I really appreciate. She have been so supportive & provide sound advice. I recommend her to others as I'm sure she would do the same.

Transparency
1 comment
Thank you Romualdo, Jamie really appreciates your comments, I'm pleased to see you were happy with the review. It's warming to hear you would share the value of our service, we will look forward to our next review. Daniel Client Experience Manager Future Assist

Good, consistent financial advisory work

Overall we are very impressed with Future Assist. They take accountability for their advice and in our experience, the staff is knowledgeable, helpful and professional. Especially Darren, who has stayed in touch from day 1, despite changing roles at Future Assist. It’s been nice to have a consistent personal connection with somebody at Future Assist over the years.

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1 comment
Hi Thorsten, thank you for your comments, we are pleased to hear how much you value our services. It's been a pleasure dealing with you over the years, our team are always ready to help. Darren appreciates your comments, we will look forward to your next review. Daniel Client Experience 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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