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.
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)
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!
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
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.
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.
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.
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.
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!!!
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.
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.
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.
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.
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
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
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
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.
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.
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
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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