2Future Assist Group of Companies

Future Assist Group of Companies

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

812 reviews

PositivevsNegative
97% · 78523 · 3%

Reviews

812 reviews
Jason McAllister
Jason McAllisterGreater Melbourne (Outer), VIC
  Verified

Excellent Service

Future Assist have assisted me with my SMSF for many years now. Their service is great, their staff are friendly, professional and very responsive. There are many legal and procedural aspects to managing a SMSF and Future Assist make it much easier to manage than if I had to go it alone. My current client service manager Rocco Marrapodi is very knowledgeable and helpful. He provides great assistance and information as required. Overall, I'm extremely happy with Future Assist and enjoy partnering with them in managing my SMSF. Show reply
Rod
Rod
  Verified

Daniel and the team are very professional and knowledgeable

Daniel and the team are very professional and knowledgeable. Always a pleasure to deal with. Show reply
Rachael G.
Rachael G.South East Queensland, QLD
  Verified

Excellent Service

We are extremely impressed with this company and all the services they offer. We are very happy with our experience with this company and they go above and beyond our expectations. We took on their recommendations and have been impresseed with the outcome. We can absolutely recommend this company. Thank you from very happy customers. Show reply
GavinW
GavinWGreater Melbourne (Metropolitan), VIC
  Verified

Investing for the future

Confident that starting a SMSF with Future Assist will enable us reach our lofty goals for retirement. These goals were definitely out of reach with previous super funds and this is the best decision we have made in regards to investing in our future. Show reply
Customer Service
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Amie
Amie
  Verified

Satisfied customers

We are happy with the way things are going and would recommend the company.
It was great having Holly complete our review, she answered all our questions with knowledge which was fantastic, Holly’s identified some key areas we can work on to potentially be in a position to purchase another investment property in 6 months, thank you for all your help. Show reply
RachelC
RachelC
  Fair Incentive Verified

A great annual review

We recently had an annual review with Holly. We loved the format of the review shared with us through a PowerPoint presentation which was then provided following the review. We liked the recommendations provided to us around options for further growing our portfolio. Show reply
Emie  Cuevas
Emie CuevasGreater Melbourne (Outer), VIC4 posts
  Verified
BrianH
BrianHRichmond-Tweed, NSW
  Verified

Testimonial

I am happy with the professional and personal way that Future Assist have supported me in the management of my SMSF. They have provided sound advice and options without any pressure. Show reply
Customer Service
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Patryk P
Patryk P
 

Boutique Service

My wife and I found out about this company a while back from a family friend but never took the initiative to call and speak with someone because we felt our finances were intact.

The inital conversation went extremely well and so we decided to meet, from the first meeting to the last, the journey blew our mind, each and every single step was well thought out and well prepared, our personalised strategy incorporates all our goals and financial recommendations outlining what our future will look like.

Were looking forward to the ongoing relationship, we will definitely be recommending our friends and family. Show reply

Priya R.
Priya R.Sydney, NSW
 
Customer Service
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Derrick Choy
Derrick Choy2 posts
  Verified

Excellent service

I have been with Future Assist for a few years now, they have been helping me track my progress in achieving my financial goals all the way. Each year there will be a review of where I am at and my advisor will advise me accordingly. Show reply
Adski
AdskiSouth East Queensland, QLD4 posts
  Verified

Invaluable financial advice- fantastic service!

Excellent and sound financial strategy advice, fantastic client engagement. I have been utilising Future Assist for services around my SMSF structure (which they helped me set up) since 2014. I had a sudden change in my financial situation recently and Rocco handled my questions like a boss and gave some invaluable advice as well, which certainly gave me a lot of confidence going forward with my changed situation. Rocco's fantastic service and invaluable advice is very much indicative of the levels of service provided by Future Assist. Very highly-recommended financial services company! Show reply
MiaB
MiaBSouth East Queensland, QLD
  Verified

5 years on

We made a decision 5 years ago to take a leap of faith and work with Future Assist, it’s very encouraging after all these years the plan that was initially set to as has met it’s expectation, with the amount of money we’ve made we could pay off the investment property, this is evidence to show the advice we were originally was on point and we’re really impressed. Each year, Yulia has consistently reviewed out situation, sharing different points and answering questions, she’s always very helpful, professional and accommodating. Final word we feel confident with the advice received and scrutiny provided . Show reply
Sharon
SharonSouth East Queensland, QLD2 posts
  Verified

Simple, no-nonsense and high performance

We have been with future Assist for 8 years now. We started with very little and now we are seeing great results. Our super fund has always performed very well and I feel so much more involved in our super. Our review with Rocco recently was fantastic. Succinct, and friendly. Rocco covered all the important stuff we needed to know without going into too much fine detail about stuff that we didn’t. He came to the meeting very prepared and knew his stuff. I left feeling like we were really making progress and had some exciting ideas for our financial future. Highly recommend Future assist. Show reply
JohnH
JohnH
  Verified

Excellent advice and ongoing support!

We have been extremely impressed with the time and support put into ensuring that we are doing what is best for our future. The team we work with have been amazing! Our questions are always answered and we are always confident that we have up to date information to assist us in making the best financial decisions. Show reply
Natsoy
NatsoySydney, NSW5 posts
  Verified

Excellent review and advice from Holly

Holly’s been very accommodating considering our work commitments, we struggle to find time to sit down for an annual review but when we do, we’re impressed with how our investment’s are performing. Thank you for all your help. Show reply
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Greg
Greg
  Verified

Great help from Holly

Found Holly to be very helpfull and understanding with the info we were after, about our financial information we need to know and updated were we stand in our retirement, would recommend her. Show reply
Adrian Waters
Adrian WatersGreater Melbourne (Metropolitan), VIC4 posts
  Verified

Great Guidance, advice and service

Have used FutureAssist for many years and have always felt comfortable with them guiding me in my investments, Yulia Vrany is my relationship Manager and she is my go to for all things FutureAssist. Show reply
Julian Roche
Julian RocheGoulburn Valley, VIC
  Verified

Excellent guidance and care

Rocco was thorough, helpful and explained everything in “lay mans” terms so nothing was confusing or difficult to follow. We highly rate the staff for all the assistance we receive. Show reply
Customer Service
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Vanessa Mensah
Vanessa Mensah
  Verified

So professional

I highly rate the team at future assist especially Supriya, I really enjoyed my time with her during my review. I know the company has my best interest at heart especially when it comes to providing advice on the best way to grow my finances. Show reply
BryanF
BryanFSydney, NSW
 

Refusing to provide 6 months of SMSF performance

Future Assist has been charging fees and commissions for SMSF investments that appear never to have happened. They have refused to provide the financial performance of my SMSF. Don’t use.
Very Happy
Very HappySouth East Queensland, QLD
  Verified

Amazing Review

Rocco was amazing and great to do our review with. I am also keen to see how we can implement some of the strategies and suggestions that were presented at the meeting. The Road map reviews are a great way to gain reassurance that our future goals are being monitored, supported and facilitated. Rocco was wonderful, he listened and presented options for us to consider as well as support to ensure we are maximising our future options.
Following our review Rocco followed up and scaffolded us through a deep planning meeting to secure our goals. Show reply
Brett Cook
Brett CookSouth East Queensland, QLD
  Verified

Great Service

I have been with Future assist for sometime. They have set up sound retirement strategy. They take the time to explain there strategies. The investments have been performing well. Yulia/Wes and Diego have been very helpful in assisting me through the procedure. I am very happy with there work. Show reply
Lyn Monica
Lyn MonicaSouth East Queensland, QLD
 

Appreciate all your hard work

Have been with this crew since 2013, at the time we were thinking of joining another company but the people were nice and business structure was just so appealing it was a no brainier. Our results are fantastic, we're in good shape for the future, thank you all so much for your hard work.
PaulF
PaulF
  Verified

Solid Foundation

We are satisfied with the overall experience at Future Assist, they've helped us set up a solid foundation for our retirement by implementing tailored strategies that meet's our requirements, our Self-managed superannuation fund & investment property is preforming very well, and the team have always been very helpful in providing insightful information to help us understand our circumstances better. We do prefer office appointments but due to the circumstances were facing they have other options online where we're still able to meet with our point of contact Babak. Thank you Babak for our recent review, we're satisfied with your work and will look forward to our next catchup. Show reply
Crystal
CrystalSouth East Queensland, QLD
 

Fantastic Company!

I've been using the services of Future Assist for some time now and found that they have great service and expertise in all things I have queried to date. My queries are answered promptly and always very professionally. I have ended up reaching my savings targets while they have also helped me purchase 2 investment properties without any stress. They now handle all my day to day finances and have helped me to create an achievable and clear plan to save for my retirement. I rate Future Assist and would recommend their services! Show reply
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Sharon J
Sharon J10 posts
 

All In House

Everything is done in house, even the loans, the investment is not what we would have chosen but we thought we would give it a go and try something new, wrong mistake to make, we are now stuck with a sizable mortgage with no great quick income for what we were wanting, substandard building was completed on the property and 2 years later massive cracks appearing around the property. Worst investment ever
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Amanda
Amanda
  Verified

Fantastic Assistance For Our Future

Future Assist have an amazing team who are supportive and provide on going tailor made advice. Yulia was on point during our recent review. She was tremendous to work with and it felt like she had been assisting us for years. It is so wonderful to see our hopes and wishes for the future actioned. The process is always quick and easy too, which we appreciate. I am very happy that we signed up. Show reply
SeanO
SeanOSouth East Queensland, QLD
  Verified

Great service

Thank you Holly, you were very helpful in my recent review. I was happy to hear about my performance, my super's cruising nicely which is something I wanted in the first place, it's why I joined. Before, I had all my funds spread out everywhere and I couldn't keep an eye on it, now I log in frequently as it's so easy and can say I'm happy with it's progress. Show reply
GaryP
GaryPGreater Melbourne (Metropolitan), VIC
  Verified

Future Assist are highly professional

As an accountant by profession I can say that I’m very comfortable with the team and investment concepts to maximise my progression into retirement, comparing Future Assist’s Property and Share investments to the relative market their returns have been greater. I have valued the service they’ve offered from day one and would have no hesitation in recommending these professionals. Show reply
SEA
SEASydney, NSW
  Verified

Always an outstanding experience

Have worked with Future Assist for around 5 years now and have been consistency happy with their work. I have always found their approach to be measured and well thought out. Always professional and will always work to our personal goals, not just push a 'fad' on us. Show reply
Dan T
Dan TPilbara, WA
 
peter
peter2 posts
  Verified

Best decision we have made

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.
 Show reply
MariaB
MariaBSouth East Queensland, QLD
  Verified

Always an easy to understand process with helpful staff

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.  Show reply
EdE
EdE
  Verified

Good outcome and support during our review

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.
 Show reply
TangataM
TangataMSydney, NSW
  Verified

Getting the right advice and support, every time

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. Show reply
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Rex
RexSouth East Queensland, QLD7 posts
  Verified

Feedback on follow up call

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. Show reply
Natalie G.
Natalie G.Sydney, NSW
  Verified

Trusted advisers

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! Show reply
HelenC
HelenCGreater Melbourne (Metropolitan), VIC
  Verified

Future Assist - A team that listens.,

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 Show reply
Tim and Laura
Tim and Laura
  Verified

Future Assist - The retirement and Superannuation experts!


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 Show reply

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