2Future Assist Group of Companies

Future Assist Group of Companies

 Verifiedfutureassist.com.au🏆 2024 Award
2Future Assist Group of Companies
4.7

809 reviews

PositivevsNegative
97% · 78223 · 3%

Loan TypeVariable Rate (2)
Loan used for
  • Second Home (1)
  • Investment Property (1)
Loan Term30 years
Customer Service
4.7 (138)
Rates and Fees
4.7 (18)
Transparency
4.7 (158)
Timeliness
4.8 (18)
Job Satisfaction
4.7 (15)
Application Process
5.0 (3)
Timeliness
5.0 (3)
Online Tools
3.0 (1)
Highly knowledgeable staff
Well-considered strategies
Positive outcomes

Reviews

809 reviews
Beth J
Beth J
  Verified

Fantastic service

We have been with Future Assist for nearly a decade and they have proven over this time to be trustworthy and knowledgeable in managing our investments, with steady growth and innovative growth strategies.
shannon Edwards
shannon Edwards
  Verified

thanks Holly

holly has been great always freindly and contactable very knowledgeable
Jason M.
Jason M.Greater Melbourne (Outer), VIC
  Verified

Future Assist Team Great to Work With

Future assist have been very professional and supportive team in helping me manage my SMSF. They certainly take a load off and make the whole process much easier. They are extremely knowledgeable and proactive. I appreciate their conservative and cautious approach. So while they always seek the best financial outcomes for me, they only suggest options that I am financially ready for while still helping me plan for other options for the future. I also appreciate their responsiveness when I need information or have questions. Overall, I enjoy having Future Assist supporting my long-term financial goals.
Chris Kamppi
Chris Kamppi
  Verified

Helpful and Professional

Always professional and helpful service from all personal that I've dealt with at Future Assist. Show details
Online Tools
Grant
GrantSouth East Queensland, QLD3 posts
  Verified

Proud to recommend Future Assist

We've been with Future Assist since their start and have never had any issue with their service or advice. We are in a secure financial position as a result and are building a portfolio to provide us with passive income into our retirement.
saf
safSydney Surrounds, NSW5 posts
  Verified

Clear advise and help at a reasonable cost

Our advisor has always been able to answer our equiries or concerns and explain clearly as he advises us. running a SMSF can be time consuming and a little daunting, having a company like FA to help out makes a big difference. Their fees are reasonable and don't grow dramatically as your investment grows.
Lauren Hehir
Lauren HehirIllawarra, NSW2 posts
  Verified

On the way to being restored

I found Simon to be friendly, professional, genuine. I need my confidence restored in FA and he has made a very good first step. I was going to look at other options after my experience in last 2 years where I have been very unhappy. I don't think that its too much to ask that the person supporting my financial future/retirement looks/sounds like they have an interest in me as a person. This had been my initial experience, then 2 years of neglect and now hopefully back on track. Thanks Simon. Show details ·  1
Customer Service
Transparency
Timeliness
Job Satisfaction
Application Process
Timeliness
MartiB
MartiB
  Verified

Annual Review

Exceptional service with professional staff who are knowledgeable and patient Show reply
Ramesh S.
Ramesh S.Sydney, NSW
  Verified

Excellent

Very professional and helpful to achieve our goals. Recommend their service. Show reply
Rates and Fees
David McEvoy
David McEvoySouth East Queensland, QLD
  Verified

Great service

Fantastic team work from Holly , Rocco and Diego’s teams on sourcing and procuring another investment property for our fund. Show reply
Natalie
NatalieSouth East Queensland, QLD
  Verified

Very useful for those interested in better financial results than you can do yourself

We have seen good financial results in our savings and super.
We get yearly reviews so we understand everything and since we are bad with keeping ourselves in the loop they give us all the information we need. They answer all the questions we ask and if not known at the time they always respond promptly with the answers. Show reply
Customer Service
Rates and Fees
Transparency
Timeliness
Job Satisfaction
Craig
Craig
  Verified

Great service

Always a pleasure dealing with Holly. Explains everything well, informative. Show reply
Tony R.
Tony R.
  Verified

Yearly Financial Review

Holly Explained everything of our finances over the year along with for the year to come and even managed to get us an interest rate decrease on our SMSF loan. Show reply
Rates and Fees
AnthonyA
AnthonyA
  Verified

Read the company name, now this step is important: call them. You're welcome

Seldom do you find a group that is 100% trustworthy, efficient and solid on their deliverables. I would not be anywhere near where I am in structure and resilience financially, if I hadn't taken up with this group of professionals years ago. Over and over they prove to me they colab to see me grow in security and wealth. Trust them too. Show reply
Bec
Bec
  Verified

Questions & Answers

Em.g.
Em.g.

Do you assist customers with residential aged care financial issues and centrelink pension advice?

Future Assist Group of Companies
Future Assist Group of Companies   DM   

Hi Em G, Thanks for your question. Residential Age Care and Centerlink Pension Advice is something we can help our existing clients with however it is not a service we provide to new clients.

MyBusinessceohideswehide
MyBusinessceohideswehide

Is it worth using part of my australian super to have you invest to gain higher interest, do I pay tax with financial services

chris g
chris g

how long has future assist been in service

Future Assist Group of Companies
Future Assist Group of Companies   DM   

Details

About Future Assist’s services

  • Future Assist offers a diverse range of services when it comes to helping clients with financial goals. These services include retirement planning, property investments, wealth management strategies, taxation and accounting strategies, finance and investment lending, wills and estate planning, and legal advice.
  • This company assists both seasoned investors and beginners in building sustainable wealth through property investment. Its mission is to grow existing investments and initiate personal investment strategies for clients.
  • Future Assist has assembled all the professional services needed to manage the process from start to finish, making it exceptionally easy for clients. Clients can focus on activities they enjoy, rather than dealing with banks, real estate agents, and solicitors.
  • A specialised in-house team of property experts’ review investment properties, enabling clients to find the right property through research and cash-flow forecasting. The Future Assist client services team provides ongoing support to help grow your wealth management portfolio, including free yearly reviews.
  • In-house finance is also available, with a dedicated team ensuring the specific terms of this loan are catered to your personal investment goals.
  • The Future Assist mobile app lets you monitor your cash flow and investment performance, and also includes features such as a budgeting tool and a tax deduction tracking tool.

Points of praise

The primary point of praise about Future Assist is that its financial staff are highly skilled at wealth management strategies. Whether this involved a retirement, investment property or SMSF strategy, staff provided thorough explanations of strategies in layman’s terms.

They listened attentively to the client's personal financial goals, then provided a range of viable options. This was all done in a friendly and helpful manner, which instilled clients with a strong sense of trust in their financial managers. Many clients have been with Future Assist for years, or have enlisted the company's help with multiple financial goals, which were achieved to fruition.

Visit official website

Contact info for Future Assist Group of Companies

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.

©  ProductReview.com.au Pty. Ltd. All Rights Reserved. General disclaimer: All third party trademarks, images and copyrights on this page are used for the purpose of comparative advertising, criticism or review. This is a public forum presenting user opinions on selected products and businesses, and as such the views expressed do not reflect the opinion of ProductReview.com.au. Further details in the disclaimer.