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Future Assist Financial Services Group

Future Assist Financial Services Group

4.7 from 703 reviews

Reviews

Review distribution

5 star
522
4 star
161
3 star
4
2 star
3
1 star
13

BernadetteO

BernadetteOSouth East Queensland, QLD

  • Verified customer

Great service and expertise.

published

Great service. Having so.eone I can call directly whenever I have a question is great.
What has been promised has been provided.
It makes Super more real and interesting.
Nothing more to say.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


  • Verified customer

Easy to Deal With

published

I think Future Assist and the team have been phenomenal to deal with, in our recent review Yulia has been fantastic, shes informative and professional in her approach. Thank you.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

JulieS

JulieSSouth East Queensland, QLD

  • Verified customer

Happy customers!

published

Very happy with my experience, I felt Paul was professional and informative in our recent review. Its assuring to see our shares and property are performing well, thank you for all your help.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

Justin Simpson

Justin SimpsonSouth East Queensland, QLD

  • Verified customer

Meeting our long term financial goals

published

Very happy with Hewad and our long-term financial strategy. Great communication and clear instruction. We are comfortable moving forward with a clear vision of our financial future and our family goals

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


LorenaC

LorenaCSydney, NSW

  • Verified customer

Future assist review

published

Initially confusing when changed from one staff to another, then John explained it. It appears at times further consultation regarding our financial plan would be of benefit eg more detailed instruction like how much is required to set self managed superfund. Also follow up on items discussed the year before can be more detailed eg set a date to review super accounts, when this is commencing, what can we do to improve our financial situation. Clearer feedback would be good

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


DavidL

DavidLSouth East Queensland, QLD

  • Verified customer

Top service from Future Assist

published

Calvin was great in my recent review, I can contact Future Assist anytime I have any questions and receive a great service. As long as they continue to make me money for my retirement, Im happy!

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


BrettT

BrettTRichmond-Tweed, NSW

  • Verified customer

Julia

published

It was a pleasure working with Yulia, she was very informative and followed up very quickly for any questions we had. We feel our investments are doing well and dont feel they can be doing any better at this stage.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Hi Brett, Yulia thanks you for your comments, she said it was a pleasure working with you. It's great to see you enjoy our service, we will look forward to your next meeting.

Daniel Pawelek
Future Assist | Client Experience Manager

Review collected in partnership with Future Assist Financial Services


TonyC

TonyCSouth East Queensland, QLD

  • Verified customer

Great financial advice

published

Thanks for the financial advice and giving me some direction in regards to superannuation and investments. In my recent review, Jemuel explained my progress and I could not be happier with my strategy. Thanks for all your hard work.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

Adam

AdamSydney, NSW

  • 4 reviews
  • Verified customer

A passionate team who provided me with what I was looking for

published

Daniel is passionate about what he does and this is evident in the results, the team are genuine and provide a good level of demonstration of the suggestions. I am happy with the strategy put forward, I feel it will work well.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

KirstyT

KirstyTSouth East Queensland, QLD

  • Verified customer

Feeling secure is great!

published

Having Future Assist managing my investments and assisting me with my future retirement plans makes me feel in control and secure. Every year the review process is thorough and professional. Supriya did an amazing job with my review this year.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


Excellent Consistent Service

published

I would like to acknowledge John Money for his Prudent advise and being incredibly informative and professional putting my current and future needs first and foremost at every conversation. Not to mention the assistance with Tech. A pleasure to have someone as Professional as John look after my affairs. Many thanks as always.

2 comments
Future Assist Financial Services
Future A.Future Assist Financial Services
Joanne M-G
Joanne M-G

My pleasure!


nick P.

nick P.

  • 2 reviews
  • Verified customer

GOOD service ! "Jamie" does a great job in a "fast paced" job !

published

always at the end of the phone if any problems ! always have finger on the pulse and do their best for you . always very informed ! always explained so you understand !

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Hi Nick, thank you for your comments, Jamie really appreciates it. It's great to see how much you value her services, it's been a pleasure working with you.

Daniel Pawelek
Future Assist | Client Experience Manager

Review collected in partnership with Future Assist Financial Services


  • Verified customer

Great service and great people

published

Im happy with it all, our investments are growing well and we are happy with the progress. The process of reviews are excellent and nothing needs to improve, Yulias great to deal with.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Hi Jason, we're happy to hear your happy with our services. Yulia really appreciates your comments, it's been a pleasure dealing with you. We will look forward to your next review!

Daniel Pawelek
Future Assist | Client Experience Manager

Review collected in partnership with Future Assist Financial Services


RobertM

RobertMCentral Highlands and Goldfields, VIC

  • Verified customer

Wonderful. Great to watch our superannuation grow.

published

Friendly advice. Was great to speak to a real person who understood what we needed for our future retirement and to lead us in the right direction. Using terms that we can understand makes it so much easier.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

Haydn D.

Haydn D.Greater Melbourne (Outer), VIC

  • Verified customer

Great guidance and Support

published

They offer great support and guidance for my financial position, Calvin has our interest at heart by sharing tools to help us save and prioritize, our investments are closely reviewed and performing well. Thank you.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

M D L

M D LSouth East Queensland, QLD

  • Verified customer

This has helped us for our future.

published

At this time, we are happy with the way things are going, we are grateful for Yulia's help and how everything's been handled by Future Assist. They are there to help you!

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Hi MDL, thank you for taking the time to write such a positive review for Yulia, we're all pleased to see your progress and will look forward to your next review.

Daniel Pawelek
Future Assist | Client Experience Manager

Review collected in partnership with Future Assist Financial Services


StevenT

StevenTGreater Melbourne (Outer), VIC

  • 2 reviews
  • Verified customer

Fantastic support

published

Future Assist have been my advisers since 2011, they have offered great support and guidance each step of the way. The last 2 years we've dealt with Yulia, she's fantastic, positive, personable and engaging. We always recommend Future Assist to our friends and will continue to do so.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


Karen

KarenSouth East Queensland, QLD

  • 2 reviews
  • Verified customer

Excellent Company

published

Trystan did well in our recent annual review, he answered any questions we had and provided great information or advice. We are happy with the progress of our investments, as it is moving forward. Would not hesitate to recommend Future Assist.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


SadhonaM

SadhonaMSydney, NSW

  • Verified customer

Great products!

published

We had amazing experience with Future Assist. Staffs are very ethical and always willing to help. Customer relationship management team is fantastic and always intending to work in the best interest of their clients. You can be assured of unbiased review of the property market. The best part is that we never felt that we have been rushed or pushed to make decisions. Highly recommended.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


Abhijeet

AbhijeetSydney, NSW

  • Verified customer

Perfect experince

published

We were referred by a close friend who shared their experience with Future Assist. We dealt with our Adviser Babak who was fantastic, hes offered great support and guidance every step of the way, our advice was well thought out and tailored to our needs. Along the way we were introduced to Grant from property services, he offered an exceptional service. Overall, were pleased with the outcome and will look forward to our future with them.

Transparency
Customer Service
1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

The reviewer stated that an incentive was offered for this review


Page 1 of 36

Questions & Answers

chris g

chris gasked

how long has future assist been in service

1 answer
Future Assist Financial Services
Future A.Future Assist Financial Services

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


EmmyT

EmmyTasked

how do you invest in shares and how much is the minimum you need to invest?

No answers

Cando

Candoasked

When can people withdraw their funds and join another super?

3 answers
Future Assist Financial Services
Future A.Future Assist Financial Services

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

cracker1
cracker1

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/

TrueBlue3
TrueBlue3

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


Get an answer from our members and Future Assist Financial Services representatives

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