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Future Assist Group of Companies

Future Assist Group of Companies

4.7 from 759 reviews · View Statistics

Reviews

  • Transparency
    4.7 (108)
  • Customer Service
    4.7 (86)
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peter

peter

  • 2 reviews
  • 1 like
  • Verified

Best decision we have made

published

No complaints, the communication has definitely improved over the years. Around the pandemic our investment returns slowed but continued to gradually go up, I like the fact we catch up every 12 months and in between thing’s just tick along without me having to worry about it all. Holly reviewed us this year and it was fantastic, she gets the job done and keeps us informed every step of the way.

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1 comment
Future Assist Financial Services
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MariaB

MariaBSouth East Queensland, QLD

  • Verified

Always an easy to understand process with helpful staff

published

All staff I have dealt with in the past have always been very helpful. I would recommend Yulia, she is very personable, understanding and happy to explain everything in detail.

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1 comment
Future Assist Financial Services
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Good outcome and support during our review.

published

Supriya was very understanding, really took the time to understand our finances and proposed some good actions. Something we were missing during the transition last year. Thanks for the great improvement for the selection of Supriya as our contact. Also thanks for focusing more in Wealth growth now, which we would like to see more solutions.

Customer Service
Incentivised ReviewNo
1 comment
Future Assist Financial Services
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TangataM

TangataMSydney, NSW

  • Verified

Getting the right advice and support, every time....

published

Love the work this team does for us. The team always provides a comprehensive and easy to understand overview regardless of the occasion, whether it's our annual review or the purchasing of an investment property. The team does all the the hard work to make the process seamless each time and the best part is, I just have to listen and take it all in. Great work, knowledgeable team.

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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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Rex

RexSouth East Queensland, QLD

  • Verified

Feedback on follow up call.

published

Hello, Very happy with Future Assist for the advice on what to do with my money, I like the way my property and insurances have been set up, at this point everything's solid and I'll look forward to more money coming in the future.

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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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Natalie G.

Natalie G.Sydney, NSW

  • Verified

Trusted advisers

published

Thanks to Future Assist I have my life in order! Well, from a financial perspective at least... I have a stable & growing property portfolio, Estate planning with contingencies, a Self-Managed Super Fund (which they help manage on my behalf) and zero credit card debt. I am finally growing my wealth instead of just accumulating more debt. I've been a client for 8+ years and what I like most is that it's a one-stop shop. I have someone I can call whenever I need. Their accountants even help prepare my tax returns, and you just gotta love their Referral bonuses!

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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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HelenC

HelenCGreater Melbourne (Metropolitan), VIC

  • Verified

Future Assist - A team that listens.,

published

If we hadn't talked to Future Assist almost 6 years ago, we would not be considering retirement in the next 3 to 4 years.. We've acquired 2 great investment properties. One we have had for awhile has grown a considerable amount, the other is less than a year old. In our last review we were so excited to see our progress has exceeded ours and the companies expectations. Thanks Babak and the rest of the Future Assist team. Love your work

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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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Future Assist - The retirement and Superannuation experts!

published

Babak & Daniel T are fantastic, we are very happy with the experience we have had with Future Assist to date, we've been with them for 6 years now and have done a few different things and now looking into something new again to further secure our retirement. We look forward to continuing the relationship into the future with Future Assist which has put us in a secure retirement position and only wish we had engaged their wonderful services earlier.

Tim and Laura

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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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  • Verified

Content Client

published

Love how thorough Gerard is and he always closes the loop on any outstanding action items. He’s approach to reviewing my circumstances is fantastic, I’m very satisfied with his work!

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

Hi MAH, Gerard really appreciates your comments, please do not hesitate to contact him anytime. We're pleased to see your satisfied with the service.

Daniel Pawelek
Client Experience Manager

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JoyT

JoyTGreater Melbourne (Metropolitan), VIC

  • Verified

Satisfied Client

published
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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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AdrianH

AdrianHVictoria

  • Verified

Highly Recommended

published

We were looking for a company that would tick all our boxes which took some time, we met Future Assist and they’ve definitely ticked them all. Your process is very streamlined, always available to answer any questions, we we’re blown away for how organized your property purchase process was, we we’re comfortable and surprised at how easy it all was, you we’re all well-coordinated. Our investment property has just settled and will continue to grow our portfolio with you. We will definitely recommend your services! Thank you.

Transparency
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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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AnnR

AnnRSydney, NSW

Great advice

published

We have been so happy with the service we have received from Future Assist. They have hit the mark every time and we feel more prepared for our retirement now.

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1 comment
Future Assist Financial Services
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Collaborative team, kicking goals with our investment.

published

Future Assist guide us with the purchase of our first investment property. The team work collaboratively with us and guide us through the process. The team will assess the best option for the client and always worked for the benefit of us. When issues arose they worked with us to fixed them. We are kicking goals with our investment and happy to recommend them.

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1 comment
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The reviewer stated that an incentive was offered for this review

Pinkladyloo

PinkladylooSydney, NSW

  • 25 reviews
  • 22 likes
  • Verified

Do not give out your personal information on the first phone call!

published
Transparency
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Incentivised ReviewNo
2 comments
Future Assist Financial Services
Future A.Future Assist Financial Services
Pinkladyloo
Pinkladyloo
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  • Verified

Great Team

published

We like the way everything’s set up, Future Assist have helped us set up our financial strategy and let it run in the background which is what we always wanted. Our investment property is tracking very well, we’re looking forward to working with the team again to look at our second investment property Thanks for all your help.

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

Hi Shannon, thank you for sharing your experience, we're pleased to see your happy with our services. We're so pleased to be a part of your journey, we will look forward to watching you grow each year!

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Financial Planning Services

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DianneH

DianneHSouth East Queensland, QLD

  • Verified

Perfect for our life style and situation.

published

We appreciate how flexible the team at future assist are due to our work commitments and schedule, it’s hard getting us both together and they’ve made it work. We like how our property and shares are going even considering the current circumstance, there’s benefit working with the team knowing they always have our best interest at heart, they’re making our money work for us which is why we will stick around.

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

Hi Dianne, thank you for sharing your experience, we're pleased your happy with the team and the performance of your investments. Please do not hesitate to contact us anytime, we will look forward to helping you achieve many more of your goals!

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Fernanda

Fernanda

  • 2 reviews

very good team and great financial advice.

published

We are clients for over a year and we built / purchased a property through future assist and we are extremely happy with the outcome .
Babak zadeck and the team were very helpful and guide us during the whole process .
My husband and I are very happy, thank you to the whole team in Sydney and QLD.

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

Thanks for sharing your experience with us Fernanda, it's much appreciated. We're so pleased to hear you were happy with the property purchase. Babak really appreciates your comments, please do not hesitate to contact us anytime.

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  • Verified

Such a Great Experience and would definitely recommend it !

published
Transparency
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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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CatherineH

CatherineHGreater Melbourne (Outer), VIC

  • Verified

They do all the hard work

published

Future Assist do all the hard work.
Having a team of specialist in their financial field reviewing our finances and growing our retirement future is a piece of mind.
They have supported us with SMSF and purchase 3 properties over 4 years. We are in a much better financial position and heading in the right direction financial.
Many thanks
Cathy

Transparency
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Incentivised ReviewNo
1 comment
Future Assist Financial Services
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Raelene Corner

Raelene CornerSouth East Queensland, QLD

  • 2 reviews
  • Verified

Great financial advice

published

To review my SMSF and personal finances and work on future strategies to ensure my SMSF continues to grow. To consider a managed share fund and review my risk profile.

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

Thank you Raelene for sharing your experience with our services, it's great to see were able to help you in many parts of our services. Please do not hesitate to contact us anytime, it's been a pleasure dealing with you.

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Page 1 of 38

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

Get an answer from our members and Future Assist Financial Services representatives

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