??!
1 photo
Future Assist Financial Services Group

Future Assist Financial Services Group

4.7 from 668 reviews

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.

Transparency
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.

Transparency
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.

1 comment
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

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.

Transparency
1 comment
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

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.

Transparency
1 comment
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

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

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!

Transparency
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

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.

Transparency
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

Great work Future Assist

Jamie did really well in the review, we are hard to get a hold of but our client manager was persistent in a good way to make sure we are kept in the loop. Yulia was a wealth of information and was able to answer all our questions. We have been with the company for 6 years, Keep up the good work!

Transparency
1 comment
Hi Clint, thank you for taking the time to write a review for Jamie & Yulia, they appreciate your comments. They always take the time to keep their clients well informed & glad to know this has happened. Please do not hesitate to contact us anytime, we will look forward to dealing with you for many more years. Daniel Client Experience Manager Future Assist

Fantastic service

I am so glad I have stumbled on to Future Assist, as they have put me on the right path with my finance. I would highly recommend them to anyone planning their future as these guys are highly knowledgeable . Personally I would like to thank Helen who has worked extremely hard to get me a home loan with a great interest rate, she has been a life saver .

Transparency
1 comment
Thank you for your comments Jerry, We are happy you chose to work with us. You have been a pleasure to deal with & we're glad to see you value our services. Helen really appreciates your comments, she works hard to provide our clients with the best options. We will look forward to your first review. Daniel Client Experience Manager Future Assist

Responsive and professional

John has been very productive in sending emails and getting back to us promptly and diligently, we are well informed so we feel there’s nothing John or the company can improve on. They offer great services & tool’s which always helps us understand other ways of saving money.

1 comment
Hi Christian, thank you for sharing your experience with John, I'm pleased to see you enjoy working with him & the team. It's good to know you have found our resources of benefit, We will look forward to your next review. Daniel Client Experience manager Future Assist

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

Transparency
1 comment
Hi Simon, Thank you for your comments. I'm glad to hear you value our services. Candy really appreciates your comments, she definitely works hard to ensure her clients are well informed. We will look forward to speaking with you soon. Daniel Client Experience Manager Future Assist

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)

Transparency
1 comment
Hi Grant, Thank you for your Testimonial, Candy really appreciates your comments. She's passionate about helping her clients & this recognition will continue to inspire her to do better. We appreciate your time helping us complete everything for you during those times & we will look forward to our next meeting. Daniel Client Experience Manager Future Assist

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

Transparency
1 comment
Thanks for taking the time out to write a review, we are pleased to hear you are happy with our services & your performance. Wesley really appreciates your comments, we will look forward to your next review. Daniel - Client Experience Manager Future Assist

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.

Transparency
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.

Transparency
1 comment
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

Transparency
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

Page 1 of 25

See all Future Assist Financial Services Group reviews

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

ProductReview.com.au has affiliate partnerships. These do not influence our content moderation policies in any way, though ProductReview.com.au may earn commissions for products/services purchased via affiliate links.