2Future Assist Group of Companies

Future Assist Group of Companies

4.7

798 reviews · Statistics

PositivevsNegative
97% · 77123 · 3%
Customer Service
5.0 (111)
Rates and Fees
4.7 (7)
Transparency
4.9 (126)
Job Satisfaction
4.8 (6)
Timeliness
5.0 (7)
Highly knowledgeable staff
Well-considered strategies
Positive outcomes
See the Best Financial Planning Services in 2023 as rated by Australians on ProductReview.com.au.

Reviews

604 reviews
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John
John  Sydney, NSW · 2 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.

Collected in partnership with Future Assist Group of Companies

Kumar
Kumar
 · Verified

First Investment Property

Collected in partnership with Future Assist Group of Companies

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.

Collected in partnership with Future Assist Group of Companies

Rea
Rea · 2 posts
 · 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.

Collected in partnership with Future Assist Group of Companies

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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.

Collected in partnership with Future Assist Group of Companies

Darren Pilbeam
Darren Pilbeam · 3 posts
 · Verified

Great Advice

Our assistant at Future Assist was very professional, well informed and took the time to make sure we understood all the details of our conversation.

Customer Service
Rates and Fees
Transparency
Timeliness

Collected in partnership with Future Assist Group of Companies

StevenL
StevenL
 · Verified

Professional people getting you the best out of your money.

Excellent feed back via report presentation on the status of investments with prompt follow up on an enquiries.

Customer Service
Rates and Fees
Transparency
Job Satisfaction
Timeliness

Collected in partnership with Future Assist Group of Companies

AustinB
AustinB Launceston, TAS
 · Verified

Annual review.

It was my yearly review. We also discussed my Will and in the process of organising that as we speak.

Collected in partnership with Future Assist Group of Companies

TamMc
TamMc · 2 posts
 · Verified

Amazing service, nothing is too hard!

The staff are very knowledgeable and willing to explain everything. They give you plenty of time to ask questions are kind and caring in their approach.

Collected in partnership with Future Assist Group of Companies

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Matthew Kane
Matthew Kane
 · Verified

SMSF fund

Good company to deal with with my SMSF to make it viable & working towards using it to purchase an investment property.

Collected in partnership with Future Assist Group of Companies

Urvi P.
Urvi P.
 · Verified

Excellent Customer Service!!!

We were really blown away with the customer service provided by Wesley from Future Assist. He has always been very patient with all our queries. With proper guidance and strategy we are now proud owner of 2 investment properties. Future Assist is one stop shop, has finance, realestate, lender and solicitor all under one roof. I highly recommend Future Assist for your investment. Very happy with the out come :)

Collected in partnership with Future Assist Group of Companies

Mario M.
Mario M. Sydney, NSW · 2 posts
 · Verified

Talk to the team at Future Assist, you won't be disappointed.

Future Assists' knowledge, understanding of our circumstance and a genuine interest in achieving the best for us is why we have and will highly recommend their services to anyone that is looking to take steps to secure their financial success.

We dealt with many of the Future Assist team members and found that they all approached us in the same dedicated, professional and caring manner, with all team members being across our individual circumstances allowing us to confidently invest towards achieving our financial goals.

Collected in partnership with Future Assist Group of Companies

Financial Planning Services

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Sam
Sam · 3 posts

Professional

Great professional service by the staff member who attends our review each year. Very friendly, helpful, understanding and knowledgeable when it comes to the individuals. Would highly recommend Future Assist.

Frank A.
Frank A.

Perfect for those caught up with life and far too busy to keep up with their financial situation

I have peace of mind that my finances are where they should be and that I am investing in the most effective way for my family's future, Future Assist has made this happen for me with great ease. I feel supported since the day I joined Future Assist all those years ago.
Thank you Future Assist

Jelcare
Jelcare Sydney Surrounds, NSW
 · Verified

Annual review process is fantastic

Rocco from the Future Assist conducted our annual review of our account. He was across everything we needed to discuss and make changes to our plan, if needed. I find this process to be an invaluable part of the service Future Assist provide.

Collected in partnership with Future Assist Group of Companies

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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 property investments, wealth management strategies, taxation and accounting strategies, finance and investment lending, wills and estate planning, and legal advice.
  • This company helps both seasoned investors and beginners. It has a mission of both growing existing investments, and kickstarting personal investment strategies for clients.
  • A specialised Investment Committee reviews investment properties, allowing clients to find the right property for them using research and cash-flow forecasting.
  • Future Assist provides ongoing support to help you grow your wealth management portfolio.
  • In-house finance is an option, thanks to Future Assist’s low-rate ASAP loan. 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 and Financial Planning Services
Areas of SpecialisationProperty Law
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Contact info for Future Assist Group of Companies

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