Future Assist Financial Services Melbourne

Yulia is amazing. She is a true asset and we couldn't be happier with our experience, we're in the process of looking at our second investment property. I also love that I can access all the resources and my portfolio.

Future Assist helped us define our financial goals and priorities, and then make a long term plan with short term targets to help us achieve them.
Their assistance in researching and then building an investment property purchase was amazing. There is no way we could have done this without Future Assist, we would have never looked for or considered the areas they suggested. All their research gave us the reassurance it will pull through and it has!
We’re looking forward to seeing how our overall structure will benefit us short to long term, thank you to Future Assist for all your help.

The knowledge base of the team at Future Assist is definitely unique, they’re always ahead of changes and have continually made improvements since I’ve been with them. I have regular contact from the team as they’re always looking for options that can put me in a better position financially. In this day and age it’s important for people to continually improve and it’s often the little things that count. The Future Assist team are always prepared to do those little things to ensure we are on top of the game. My investments are performing ridiculously well, as the preparation and research undertaken from the beginning ensure positive outcomes which makes for great investments, even in these times. Thank you for all your help over the years.

Best move my hubby and I have ever made. Staff and information are fantastic. Always on top of any situation always on time with reviews.

I have had nothing but good experiences with Future Assist to date. At this stage there is nothing I would change. I enjoyed my time chatting with Jem. He was very pleasant and easy to talk to. He took the time to cover all areas of my SMSF and also ensured I understood everything that was discussed. I was also given the opportunity to ask questions or make suggestions. I felt comfortable and relaxed chatting with him and did not feel pressured at any stage. I look forward to dealing with Jem in the future.

I’m pretty happy with how things are going at the moment, my 5 year returns and progress has been great. Aman provided my recent review who was fantastic to deal with, good experience so far.

Thank you for your assistance & guidance over the years, Calvin explained everything pretty well, he was informative and spent time taking us through the resources.

Overall it's been a great experience, Colby has done an outstanding job! We will definitely be recommending Future Assist

5 years ago I decided to transfer my super into an SMSF (with a property) without appreciating how complex, time consuming and expensive it would be to administer. 18 months ago I engaged Future Assist to help. They take care of my taxes and investments for less cost then I had previously had to expend with my accountant alone. Highly recommend them to any one in my situation struggling to deal with this SMSF.

Future Assist have been managing my SMSF for over 4 years, they are great to work with in all financial matters, they offer great advice and and are committed in helping me to achieve my long term goals.

Finance management is explained in easy and simplified manner. Excellent following up with client and prepare recommendation as per their need. Thanks

The system is simple, well explained. The guys take you through every step answering whatever questions you have.its like a one stop shop for all your future financial needs. Thank you to all the guys at future assist.