809 reviews
- Second Home (1)
- Investment Property (1)
Reviews
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.thanks Holly
holly has been great always freindly and contactable very knowledgeableFuture 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.Helpful and Professional
Always professional and helpful service from all personal that I've dealt with at Future Assist. Show detailsProud 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.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.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 · 1Annual Review
Exceptional service with professional staff who are knowledgeable and patient Show replyExcellent
Very professional and helpful to achieve our goals. Recommend their service. Show replyGreat service
Fantastic team work from Holly , Rocco and Diego’s teams on sourcing and procuring another investment property for our fund. Show replyVery 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
Great service
Always a pleasure dealing with Holly. Explains everything well, informative. Show replyYearly 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 replyRead 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 replyAmazing!
“The team at Future Assist have been amazing! They make the concept of building a property portfolio seem like a breeze. They guide you every step of the way, simplify the entire process and are with you right up until the property is tenanted and managing itself. The team that do all the research on suitable properties are fantastic at what they do and not only has my property almost doubled in value in 2 years, but then rental income received covers the property 100% ensuring it is sustainable for our family. The team look at your finances ho… Read more · 1listically to ensure they don't put any unnecessary financial stress onto your family and ensure you are getting the best financial care in all aspects. To Daniel, Babak, Deigo and the many others behind the scenes - thank you!”Questions & Answers
Do you assist customers with residential aged care financial issues and centrelink pension advice?
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.
Is it worth using part of my australian super to have you invest to gain higher interest, do I pay tax with financial services
how long has future assist been in service
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: external link
Please do not hesitate to contact us if you ha... Read more
ve any further questions. Daniel - Future Assist 1300 226 802Details
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.
Category | Legal Services, Conveyancing Services, Tax Preparation Services, Financial Planning Services and Home Loans |
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Areas of Specialisation | Property Law and Wills & Estates |
Awards | 2019, 2020 and 2024 |
Contact info for Future Assist Group of Companies
Extra Information
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