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My family and I have been so fortunate to have the Future Assist crew in our corner. I have fully sampled all corners of this groups' skills and capabilities in assistance with building our financial stability. We have seen diversity and growth even in these unprecedented times. This is a direct culmination of excellent information, thorough risk assessments and open, personal interaction and review. Yulia, Grant, Ben, Bebec, Daniel, Darren - all such good people that we feel lucky to be involved with. I can't say enough about the groups work ethic and drive to provide the best options for my wife and I to decide on regarding preferred investment strategies. Just talk to them. They get it, you will too.
1 comment
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Lyn MonicaSouth East Queensland, QLD
- Verified customer
Impeccable service
Appreciate all the work you have done on our portfolio, your staff have been very helpful, very informative and professional at each review. It’s been 3 years, time has flown and your investment recommendations have been sound. These last few years have been very important for us to kick into gear, you’ve definitely improved our situation for the better, we’re so glad we have someone we can rely on to help us get through to retirement
1 comment
Future A.Future Assist Financial Services
Hi Lyn, thank you for taking the time to write such a positive review, our staff appreciate your comments. We're so pleased to know you value our service and will continue your journey with us, it's b... Read more
een a pleasure dealing with you. We will look forward to seeing your future as you continue to grow each year.Similar opinion? Write a review on ProductReview.com.au!
- Verified customer
Great work, we're really pleased
We have to thank you for all your work, your team and services have made a significant difference in the way we manage our finances, we're so excited to see where our strategy will lead us. Wish we approached you earlier, our friends have already contacted you and I'm sure they will receive a similar service.
1 comment
Future A.Future Assist Financial Services
Thanks Patryk, No problem at all, were pleased to see we have made a positive difference to your situation. Thank you for approaching us in the first place, we will look forward to your first review.
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SallyGreater Melbourne (Metropolitan), VIC
- Verified customer
Happy customers!
We’re pleased with the service Future Assist offer, they’re always reviewing our file annually and it all chugs along quite nicely. They do add value to our situation which is one of the reasons we will refer the business to interested friends or family. Thank you for all your help.
1 comment
Future A.Future Assist Financial Services
Thank you for sharing your experience Sally, we're pleased to hear you value our service. It's been a pleasure reviewing your circumstances each year, we will always use our available resources to hel... Read more
p improve not only now but for the future. We appreciate you sharing your experience with friends and family, it definitely mean's a lot.Similar opinion? Write a review on ProductReview.com.au!
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JustinSydney, NSW
Fantastic service for property purchase
I've been with Future Assist for a number of years now. My primary contact is Nelson Loyola-Silva, and I use you for everything from property investment to self-managed superannuation to tax returns.
I recently completed the purchase of a property to live in with my family. It was a long and tiring process, but it was made substantially easier due to Helen Nguyen who was my mortgage broker.
She was professional, informative, understanding, patient, respectful, caring and an absolute pleasure to deal with. Not only did she seek to comprehend m...Read more
y goals and find the best solution for me, but her manner was so wonderful and she was so accommodating to the many questions I had and silly requests and changes I made. Plus, she got me the mortgage and conditions that I wanted. I highly recommend Future Assist for all financial services and mortgage broking as well.1 comment
Future A.Future Assist Financial Services
Hi Justin, thank you so much for your comments, it's great to see how much you value our employee's and services, they appreciate this. it's been a pleasure dealing with you over the years and sharing... Read more
your successes. We thank you for being so involved, we will look forward to seeing you achieve much more in the future.Similar opinion? Write a review on ProductReview.com.au!
JudyFSydney, NSW
- Verified customer
A Great Service
We hold a couple of properties and shares with the help of Future Assist, they’re performing very well. In our last review with Wes, we feel we have a lot more knowledge about our investments and overall financial position. We like the fact we don’t have to set aside so much time as they closely monitor everything for us. We appreciate all the work that’s been done to date.
1 comment
Future A.Future Assist Financial Services
Hi Judy, Thank you for sharing your experience with us, we're pleased to see you have found value in the asset's you hold, we will continue to provide you with as much knowledge as possible to continu... Read more
e your success into the future. Don't hesitate to contact us anytime, we will look forward to your next review.Similar opinion? Write a review on ProductReview.com.au!
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- Verified customer
I'm Pleased to have a clear vision to where I'm heading.
I like having a clear strategy to know where I can potentially be in 5,10,15 years or more, it helps me understand my key goals which makes it easy for me to see where I’m heading, this is very crucial for me because most people have problems and no control. It makes me happy knowing how easy it is to understand my next steps all with the help of Future Assist.
1 comment
Future A.Future Assist Financial Services
Hi CVB, thanks for sharing your experience, it's always important to have a clear strategy in place and we're happy you chose to work with us for your future success. It's good to see you even found v... Read more
alue in these times, we will look forward to your next review.Similar opinion? Write a review on ProductReview.com.au!
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PhilSydney, NSW
When the going gets tough ,go see Luis.
Future Assist understands lending and borrower requirements,my experience with Future Assist and specifically Mr Luis Eguren is that they know what they are doing and I do not say this lightly,I looked far and wide and was very happy to finally meet Luis ,my requirements were complex but Luis listened and and then compiled a scenario which was a great fit and then put it in practice and after many highs and lows we got there with Luis explaining and tweeking every step of the journey and that includes full disclosure on fees etc.
I would not he...Read more
1 comment
Future A.Future Assist Financial Services
Hi Phil, thank you for sharing your experience with our finance team, Luis appreciates your comments, he said you were great to deal with. Luis definitely takes pride in his work and in making sure ou... Read more
r clients receive the best service, we're pleased you value this and will look forward to working with you in the future.Similar opinion? Write a review on ProductReview.com.au!
Cate58SYDNEY
- 3 reviews
- Verified customer
Really helpful
The team are really helpful with any queries and reply promptly. I have been with Future Assist for 9 years and I can say I’m pleased with the service I receive from the Finance team. Have been able to refinance the loan with a cheaper rate than banks offer. I love their Accounting department, it’s fabulous and are always on time with my returns. and at such a reasonable price. This whole experience has definitely saved me a lot more time all thanks to the team. A pleasure to deal with. The team manages my SMSF and take care of it all. Really happy with the service and advice that I have received.
1 comment
Future A.Future Assist Financial Services
Hi Cate, thank you for sharing your experience with us, it's been a pleasure dealing with you over the years. I have passed this onto our finance and accounting team, they're very pleased to see your ... Read more
feedback and appreciate your comments. We will look forward to your next review, please do not hesitate to contact us anytime!Similar opinion? Write a review on ProductReview.com.au!
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FionaSDarling Downs, QLD
- Verified customer
Above and Beyond
John is a great person and has helped us every way he is able. He has gone above and beyond his duties to help us with our issues. Thank you!!!
1 comment
Future A.Future Assist Financial Services
Hi Fiona, thank you for sharing your experience with John, he's pleased to hear he was of value. We're pleased to hear your happy with the services.
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- Verified customer
Great financial advisors.
We were always sceptical about financial service, but the guys at future assist are genuine and because they are not commissions based, they were never pushy and always there to provide the best advice.
1 comment
Future A.Future Assist Financial Services
Hi Daniel, Thank you for sharing your experience, we're pleased you have trust and confidence in the way we offer our service. Don't hesitate to contact us anytime, we will look forward to your next meeting.
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TammyOFar North Queensland, QLD
- Verified customer
Great knowledgeable service
Supraya has always been friendly and easy to chat with regarding our ideas and has always given relevant and honest feedback.
We have been provided with many options relevant to our situation which has enabled us to make informed decisions.
Supraya, we really appreciate you making the time to call us after hours given the time difference and our work hours, thank you.
Being introduced the the resources available from Future Assist has been awesome and helps to give us a better understanding of where our money is spent.
Well done Supraya and the Future Assist Team
1 comment
Future A.Future Assist Financial Services
Thank you for sharing your experience Tammy, we're pleased to hear you found value in dealing with our team. Supriya's very thankful for your comments and she's happy to help anytime. We will continue... Read more
to provide the service you expect, we will look forward to your next review.Similar opinion? Write a review on ProductReview.com.au!
Review collected in partnership with Future Assist Financial Services
EmilyKSydney, NSW
- Verified customer
Thank goodness for Future Assist
I feel so grateful that we saw Future Assist. The Covid-19 crisis (and subsequent economic effects) unfolded within 6 months of our first appointment. Luckily, we know we’re in good hands and have help whenever we need it. We feel empowered and know that whatever happens, financially we are prepared.
Me and my partner are maybe not the kind of person you expect to see a financial advisor. In our mid-late twenties and no debt and good savings. People asked us - why do you need help? But we felt overwhelmed- we had hopes and dreams but didnt kn...Read more
ow how to make them become reality. Like many our age, the Sydney property market looked like an impossible hill to climb. And we simply didn’t have the time or energy to go become self taught investors. Future Assist partnered us with Wesley - he wasn’t much older than us, his wife is in a similar field to myself and his rapport was excellent. It felt like Future Assist really wanted to give us a personalised fit and not just some didactic advisor. We loved how thorough the process between the first phone call, to our intial meeting, our weekly phone appointments in the lead up to being presented our statement of advice and implementation. 6 months later, well, we are congratulating ourselves on approaching Future Assist for slightly different reasons. Thank god we have a safety net and budgeting tools as Wesley suggested. We’ve been incredibly lucky in that we both work in essential services so haven’t lost our jobs like so many - but we know from our finances that even if we did lose our jobs, we’d be able to weather this storm. We didn’t implement everything advised (when asked if we had a Will, we laughed. Now we wonder) but everything we did on Wesley’s and the Future Assist teams recommendation is giving us peace of mind and confidence to focus on what’s important in life.1 comment
Future A.Future Assist Financial Services
Thank you Emily for your amazing comments and experience with us, we're grateful to be working with you and will look forward in sharing your successes in future. Wesley's pleased to see he made such ... Read more
a positive impact on your situation. Please do not hesitate to contact us anytime!Similar opinion? Write a review on ProductReview.com.au!
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- Verified customer
Extremely professional.
Colby was easy to communicate with and gave honest and genuine feedback, which enabled us to make good decisions for our future. He showed us the value of the futureassist programs without the sales pitch.
1 comment
Future A.Future Assist Financial Services
Thanks Jimmy, Colby was glad to hear you enjoyed his company and value his service to you. Please do not hesitate to contact us anytime.
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MarkMSouth East Queensland, QLD
- Verified customer
Quick response, simple process and great advice!
My experience with Future Assist could not have been better. Once I made my initial enquiry I was contracted almost immediately and within days had a consultant at my house to provide a no pressure summary of the process and how I could sign up. Within days of committing I was again contacted and the process began immediately. In a few weeks I had the advice I needed and committed to implementation. Future Assist made implementation easy. I highly recommend Future Assist.
1 comment
Future A.Future Assist Financial Services
Hi Mark, we're so pleased to see your positive outlook on our process, it was a pleasure hearing your experience each and every step of the way. I'll look forward to your first review, please do not hesitate to contact us anytime.
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DRBSydney, NSW
- 2 reviews
- Verified customer
Great Company To Deal With
Thank you for your service and keep it up because good service is what's lacking these days with big companies. You provide valuable information, provide amazing advice and always on top of any changes happening in the economy, I’m pleased with the performance of my investments all thanks to you.
1 comment
Future A.Future Assist Financial Services
Hi DRB, we're always here to help, we're pleased you have found value in our services and we will continue to do the same for the remaining years. Thank you for your trust and confidence in your inves... Read more
tment performance, please contact us anytime. It's been a pleasure dealing with you over the years.Similar opinion? Write a review on ProductReview.com.au!
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BrettHSouth East Queensland, QLD
- Verified customer
Great,
The team have made total sense of all the that is super. Every time we contact you, you speak to us in a language that we understand.
Thank you so much.
1 comment
Future A.Future Assist Financial Services
Hi Brett, i'm pleased to hear it all made sense, we're always here to help. We will look forward to our next meeting with you.
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WilliamSSouth East Queensland, QLD
- Verified customer
Helping save money
The team at Future Assist have been supporting us for many years, keep up the service you offer to the clients it’s brilliant. Recently we met with Calvin and he was fantastic, he answered all our questions and also helping us save more money on different products. Thank you for all your help.
1 comment
Future A.Future Assist Financial Services
Thank you William, we will continue to do so for more years to come, Calvin and the team really appreciate your comments, it's great to see and share your success in saving and achieving milestones.
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KimCSouth East Queensland, QLD
- Verified customer
Perfect for us.
We have no idea of Super. Your team have made total sense of all the mumbo jumbo that is super. Every time we contact you, you speak to us in a language that we understand.
1 comment
Future A.Future Assist Financial Services
Hi Kim, thank you for sharing you experience, I'm pleased to hear our staff have explained everything in a clear and simply way. We will look forward to your next review.
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- Verified customer
Highly recommend
Extremely happy with the service and advice provided, and can see how it will benefit my future circumstances. Wesley has been fantastic to deal with and is very professional and accommodating. Everything has been explained very clearly and I have felt at ease and happy with my decision to use Future Assist for my financial planning since Day 1.
1 comment
Future A.Future Assist Financial Services
Hi Leah, thank you for sharing your experience with us, it's great to see your extremely happy with the services provided. Our team will always take the time to understand your situation and lead you ... Read more
to retirement comfortably. Thank you for choosing to work with us, we will look forward to your next review!. Daniel Pawelek Future AssistSimilar opinion? Write a review on ProductReview.com.au!
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Questions & Answers
chris gasked
how long has future assist been in service
1 answer
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
EmmyTasked
how do you invest in shares and how much is the minimum you need to invest?
No answers
Candoasked
When can people withdraw their funds and join another super?
3 answers
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
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/
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
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Future A.Future Assist Financial Services
Thank you again for your second review, we're also so fortunate to watch your journey, we will continue to help you grow and provide any necessary resources that will help. Our staff really appreciate... Read more
your shout out, they were very thankful. It's been a pleasure dealing with you Anthony, we will look forward to our long lasting relationship & seeing you achieve all your goals.