Future Assist Group of Companies

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.

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.

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!

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 .

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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.