2Future Assist Group of Companies

Future Assist Group of Companies

 Verifiedfutureassist.com.au🏆 2024 Award
4.7

806 reviews · Statistics

PositivevsNegative
97% · 77923 · 3%

Loan TypeVariable Rate (1)
Loan used for
  • Investment Property (1)
Customer Service
4.7 (135)
Rates and Fees
4.7 (15)
Transparency
4.7 (155)
Timeliness
4.7 (15)
Job Satisfaction
4.7 (13)
Application Process
5.0 (1)
Timeliness
5.0 (1)
Highly knowledgeable staff
Well-considered strategies
Positive outcomes
See the Best Tax Preparation Services in 2024 as rated by Australians on ProductReview.com.au.

Reviews

806 reviews
Lauren Hehir
Lauren HehirNSWIllawarra, 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
Customer Service
Transparency
Timeliness
Job Satisfaction
Application Process
Timeliness
MartiB
MartiB
  Verified

Annual Review

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

Excellent

Very professional and helpful to achieve our goals. Recommend their service.
Rates and Fees
David McEvoy
David McEvoyQLDSouth 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.
Natalie
NatalieQLDSouth 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
Jenna and Ryan
Jenna and RyanNSWSydney, NSW
  Verified
John
John NSWSydney, NSW2 posts
  Verified

First Rate Service

Great service and attention to detail. Always willing to assist and advise the best course for my SMS Fund and other areas that don’t directly link to my Fund. Super happy with the service and dedication of all staff. Show reply
Kumar
Kumar
  Verified
Glen
Glen
  Verified

People who do what they say

I would like to thank the guys at Future Assist who has made the investment process easy. They stand by their word and deliver o time with great communication. Show reply
Rea
Rea2 posts
  Fair Incentive Verified

Best thing I ever did was to take control of my Superfund

The best thing I ever did was to take control of my super fund. In just a few years my portfolio has almost tripled in value. I could not be happier with Future Assist as they do regular checkups and are diligent with their recommendations to increase my wealth. I’m 100% satisfied with all of the staff and my portfolio. Show reply
Catherine H.
Catherine H.
  Verified

Highly recommend

This company is highly recommended. They have everything you need to secure your financial future in one place. Show reply

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.

CategoryLegal Services, Conveyancing Services, Tax Preparation Services, Financial Planning Services and Home Loans
Areas of SpecialisationProperty Law and Wills & Estates
Awards 2019, 2020 and 2024
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Contact info for Future Assist Group of Companies

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