Future Assist

ABOUT FUTURE ASSIST
 
Future Assist Financial Services
Future Assist is a privately owned, specialist financial planning firm with locations in Sydney, Melbourne, Brisbane and Southport. We help everyday Australians to achieve financial security and enjoy a better lifestyle.

We offer our clients a fresh and holistic view of their financial goals with an emphasis on exploring possibilities and securing your financial well-being via our unique and internally developed ASAP Program.

This exclusive program is a powerful framework that uses ‘The 4 Types of Savings‘ to simplify and create absolute transparency in our financial planning process. The ASAP program converts your goals and aspirations into simple, practical, manageable and achievable steps ensuring you the best possibility of ongoing success.

In addition, all advice developed is then reviewed by our Panel of Experts before implementation.

We stand by our advice!  Following implementation all clients of Future Assist receive access to our dedicated Client Services Team. This unique offering ensures that every client has easy access to ongoing professional advice.

Future Assist in Southport, Gold Coast, QLD is in the category of Accountants specialising in services such as Budgeting, Tax Planning, Investment Planning.

Other services by Future Assist include Estate Planning, Retirement Planning, Self Managed Super Funds (SMSF), Insurance.

Phone Future Assist to ask about our services and prices.

Services

Set Goals & Make a plan
Developing a Plan
Making the most of what you have
Exploring Investment Options
Protecting your family and assets
Reviewing your superannuation
Free Financial Health Check

Budgeting
Dealing with debt
How to create a budget
Budgeting support
Free Budgeting Tool

Tax Planning
Geared investments: why they matter
How does debt affect my tax obligations?
Tax Deductions

Insurance
What do the different types of insurance cover?
How much cover do I really need?
Benefits of working with Future Assist
Free ‘Your Insurance Survival Guide’ eBook

Equities
Is equity investment right for me
Stock Broker, Financial Adviser or Online Trading?
Key Terms and Definitions
Download eBook – “A concise guide for investing in shares”

Property Investment
Direct Property Investment
Fractional property investment
Property reports

Superannuation & SMSF
How much will I need to save for retirement?
The 5 types of super funds in Australia
Finding Lost Super
Self-Managed Super Funds

Mortgage broking
Loans and products available
10 Reasons to choose us

Retirement Planning
Saving the right amount for retirement
Put your superannuation into top gear

Reviews

“The thing I like the most about Future Assist is that for me it hasnt just been about investing. Danny from Future Assist sat down with me and helped me get my head straight. He worked with me to really map out what was important to me. Just having someone clarify this in itself was incredibly useful. We then explored what was possible and created a practical plan that involved budgeting, savings, investing and so on. I would highly recommend Danny and the team from Future Assist. Thank you!”

“Based on my experience, one star is generous. No wonder the financial planning industry is currently being exposed in the media, it needs serious regulation. Future Assist could very well be the worst of a bad bunch.”

“Less than poor service on the Gold Coast, pushing properties they have a financial investment in themselves, poor practice, making money from their clients. pushing clients into property packages they are also profiting from and not the best investment package available in area of interest. No I’m not the competition, just savy. Shop around.”

“I’ve been with Future Assist for 6 months now, they have set up structures so I can save and pay off my debts much faster. Best of all I’ve got an investment strategy now too. I didnt think this would be something I could achieve. Feeling on track!”

“Set up my SMSF with future assist fantastic Company & My future is in safe hands many thanks.”