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Future Assist Financial Services Group

Future Assist Financial Services Group

4.7 from 685 reviews

Reviews

Review distribution

5 star
505
4 star
160
3 star
4
2 star
3
1 star
13

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.

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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.

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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

  • Verified customer

An amazing helpful group

published

The group is very helpful and the team members go out of their way to help. Answer all our questions and provide helpful information I will definitely recommend this group

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

Review collected in partnership with Future Assist Financial Services

SharonS

SharonSGreater Melbourne (Outer), VIC

  • Verified customer

New Client Manager

published

Hewad my new client manager has been quick to respond to my emails and provide great updates. I can call or email anytime because they are always willing to help.

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

Review collected in partnership with Future Assist Financial Services


Menu

MenuSydney, NSW

  • 2 reviews
  • Verified customer

Great Service in doing our Tax Returns!!

published

Aakash and the team is very helpful in doing, not only our individual tax returns but also taking in account the investment property. As they tend to question a lot to leave no stone unturned to do a comprehensive tax return, all this is done for a cost-effective fee in a timely manner. I highly recommend them and looking forward to next year doing our tax return with them. 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


Lisa A.

Lisa A.Sydney, NSW

  • Verified customer

Financial Planning for Beginners

published

Thank you for your streamlined processes that have made this seem easy for people like us who have little financial experience or knowledge. Your expertise as a team, in both experience and knowledge, has made us feel most at ease about working with you. Thank you for sharing your expertise in a very personal way. We feel that your advice is genuine, we don't feel pushed. Daniel and Grant both care about helping us to make plans that look after our children's interests and help us live more comfortably now and in the future, by making our money do the 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


MiaB

MiaBSouth East Queensland, QLD

  • Verified customer

Great service very supportive from start

published

After 18 months we are very happy great communication and we find Yulia very helpful. Future Assist have supported us to purchase a investment property and take control of our financial future. I would highly recommend them no pressure 4 thumbs ups

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

Review collected in partnership with Future Assist Financial Services


Great service and product, watching and growing my super for me!

published

I really enjoyed working with Penny again, she’s fun but professional to deal with. I’m surprised with the returns I’m receiving inside super and happy with my progress over the years. I work in a rural area and Future Assist keep me in the loop and offer fast and efficient service.

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

BelindaWCentral Desert, NT

  • Verified customer

Always available to take enquires

published

Thank you Yulia for providing quality information & advice. Always following up with enquires & suggesting the best options for our situation. Having been with Future Assist for over 5 years we continue to be happy with all areas of assistance.

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

Review collected in partnership with Future Assist Financial Services

Joanne

JoanneSouth East Queensland, QLD

  • Verified customer

Retirement here we come!

published

Before we joined Future Assist, we did not know how we would be able to finance our retirement. Annual discussions with Future Assist are keeping us on track to be able to enjoy our Golden Years.

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

Review collected in partnership with Future Assist Financial Services


Outstanding service

published

We have been with future assist for a little over a year now. They have provided us with amazing support with our financial structure and I cant say enough great things about Grant and Babak on the property and financial services team. They go the extra mile and are just extremely helpful and they have made us really excited about our financial future. Amazing work team!

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

Matthew K.

Matthew K.

  • 4 reviews
  • 1 like
  • Verified customer

Future Assist are very Professional, and persistent but patient with there client's, financial updates.

published

Great Superannuation management good financial partners. Great knowledge of profit making investment of your money always keeping clients Upto date and informed with there finances, they set key performance indicators

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

Review collected in partnership with Future Assist Financial Services


Kylie S.

Kylie S.South East Queensland, QLD

  • Verified customer

Retire Happy

published

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
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


  • Verified customer

Awesome Service and Brilliant Advice

published

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.

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

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Absolutely essential for financial planning

published

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.

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

Review collected in partnership with Future Assist Financial Services

Zoe.T

Zoe.TGreater Melbourne (Outer), VIC

  • 2 reviews
  • Verified customer

service with a smile

published

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.

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

Review collected in partnership with Future Assist Financial Services


  • Verified customer

AIA Vitality Program for Life insurance policy

published

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.

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

Review collected in partnership with Future Assist Financial Services


JadeP

JadePFar North Queensland, QLD

  • Verified customer

Supercharging our Super

published

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.

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

Review collected in partnership with Future Assist Financial Services


CarolM

CarolMSouth East Queensland, QLD

  • Verified customer

Great service

published

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
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services


Kaye L.

Kaye L.Northeast, VIC

  • Verified customer

Very happy with advice and guidance

published

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.

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

Review collected in partnership with Future Assist Financial Services


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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


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