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Justin SimpsonSouth East Queensland, QLD
- Verified customer
Meeting our long term financial goals
Very happy with Hewad and our long-term financial strategy. Great communication and clear instruction. We are comfortable moving forward with a clear vision of our financial future and our family goals
1 comment
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Review collected in partnership with Future Assist Financial Services
LorenaCSydney, NSW
- Verified customer
Future assist review
Initially confusing when changed from one staff to another, then John explained it. It appears at times further consultation regarding our financial plan would be of benefit eg more detailed instruction like how much is required to set self managed superfund. Also follow up on items discussed the year before can be more detailed eg set a date to review super accounts, when this is commencing, what can we do to improve our financial situation. Clearer feedback would be good
1 comment
Future A.Future Assist Financial Services
Hi Lorena, Thank you for taking the time to share your experience, we're pleased you brought this up as there's a lot of topics John or our team discuss in reviews, you have direct contact with John a... Read more
nd you can contact him anytime to discuss your super accounts or anything else of that matter. We will look forward to speaking with you soon. Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
DavidLSouth East Queensland, QLD
- Verified customer
Top service from Future Assist
Calvin was great in my recent review, I can contact Future Assist anytime I have any questions and receive a great service. As long as they continue to make me money for my retirement, Im happy!
1 comment
Future A.Future Assist Financial Services
Hi David, thank you for your comments, Calvin really appreciate's it. We are pleased to see you value our service, we will continue to provide our ongoing support and guidance to achieve your goals fo... Read more
r retirement. We will look forward to your next review. Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Find out how Future Assist Group of Companies compares to other Financial Planning Services
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BrettTRichmond-Tweed, NSW
- Verified customer
Julia
It was a pleasure working with Yulia, she was very informative and followed up very quickly for any questions we had. We feel our investments are doing well and dont feel they can be doing any better at this stage.
1 comment
Future A.Future Assist Financial Services
Hi Brett, Yulia thanks you for your comments, she said it was a pleasure working with you. It's great to see you enjoy our service, we will look forward to your next meeting.
Daniel Pawelek
Future Assist | Client Experience Manager
Similar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
TonyCSouth East Queensland, QLD
- Verified customer
Great financial advice
Thanks for the financial advice and giving me some direction in regards to superannuation and investments. In my recent review, Jemuel explained my progress and I could not be happier with my strategy. Thanks for all your hard work.
1 comment
Future A.Future Assist Financial Services
Hi Tony, Thank you for taking the time to share your experience with Jemuel and the team. Jemuel really appreciates your comments and will always be willing to help. We're pleased you have found our s... Read more
upport and guidance of benefit, it's been great seeing your progression. We will look forward to your next review. Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
AdamSydney, NSW
- 5 reviews
- Verified customer
A passionate team who provided me with what I was looking for
Daniel is passionate about what he does and this is evident in the results, the team are genuine and provide a good level of demonstration of the suggestions. I am happy with the strategy put forward, I feel it will work well.
1 comment
Future A.Future Assist Financial Services
Thanks Adam, Danny really appreciates your comments. We are pleased to hear you have enjoyed the experience, it's been a pleasure speaking and dealing with you over the last few months. We will look f... Read more
orward to your progress in 12 months for your first review. Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
KirstyTSouth East Queensland, QLD
- Verified customer
Feeling secure is great!
Having Future Assist managing my investments and assisting me with my future retirement plans makes me feel in control and secure. Every year the review process is thorough and professional. Supriya did an amazing job with my review this year.
1 comment
Future A.Future Assist Financial Services
Thank you for your comments Kirsty, we are pleased to hear you have found our services beneficial over the years. Supriya appreciates your comments and thanked you for your kind words. We will look fo... Read more
rward to your next review. Daniel Pawelek Future Assist | Clinet Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Excellent Consistent Service
I would like to acknowledge John Money for his Prudent advise and being incredibly informative and professional putting my current and future needs first and foremost at every conversation. Not to mention the assistance with Tech. A pleasure to have someone as Professional as John look after my affairs. Many thanks as always.
2 comments
Future A.Future Assist Financial Services
Hi Joanne, Thank you for sharing your experience with John, he was grateful to see your comments. It' been a pleasure working with you over the years & seeing your progress and achieve your goals. We ... Read more
will look forward to your next review, please do not hesitate to contact us in between. Daniel Pawelek Future Assist | Client Experience ManagerMy pleasure!
Similar opinion? Write a review on ieatwords.com.au!
nick P.
- 2 reviews
- Verified customer
GOOD service ! "Jamie" does a great job in a "fast paced" job !
always at the end of the phone if any problems ! always have finger on the pulse and do their best for you . always very informed ! always explained so you understand !
1 comment
Future A.Future Assist Financial Services
Hi Nick, thank you for your comments, Jamie really appreciates it. It's great to see how much you value her services, it's been a pleasure working with you.
Daniel Pawelek
Future Assist | Client Experience Manager
Similar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Find out how Future Assist Group of Companies compares to other Financial Planning Services
Know better, choose better.
- Verified customer
Great service and great people
Im happy with it all, our investments are growing well and we are happy with the progress. The process of reviews are excellent and nothing needs to improve, Yulias great to deal with.
1 comment
Future A.Future Assist Financial Services
Hi Jason, we're happy to hear your happy with our services. Yulia really appreciates your comments, it's been a pleasure dealing with you. We will look forward to your next review!
Daniel Pawelek
Future Assist | Client Experience Manager
Similar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
RobertMCentral Highlands and Goldfields, VIC
- Verified customer
Wonderful. Great to watch our superannuation grow.
Friendly advice. Was great to speak to a real person who understood what we needed for our future retirement and to lead us in the right direction. Using terms that we can understand makes it so much easier.
1 comment
Future A.Future Assist Financial Services
Hi Robert, Thank you for your positive comments, we are pleased to see you value our service. Our team will continue to provide you with the essential tools and advice to achieve your goals. Please do... Read more
not hesitate to contact us anytime. Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Haydn D.Greater Melbourne (Outer), VIC
- Verified customer
Great guidance and Support
They offer great support and guidance for my financial position, Calvin has our interest at heart by sharing tools to help us save and prioritize, our investments are closely reviewed and performing well. Thank you.
1 comment
Future A.Future Assist Financial Services
Thank you for your comments Haydn, Calvin will appreciate seeing your experience with him. We're glad to see how well your progressing with your investments and budgeting, please do not hesitate to co... Read more
ntact us anytime. Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
M D LSouth East Queensland, QLD
- Verified customer
This has helped us for our future.
At this time, we are happy with the way things are going, we are grateful for Yulia's help and how everything's been handled by Future Assist. They are there to help you!
1 comment
Future A.Future Assist Financial Services
Hi MDL, thank you for taking the time to write such a positive review for Yulia, we're all pleased to see your progress and will look forward to your next review.
Daniel Pawelek
Future Assist | Client Experience Manager
Similar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
StevenTGreater Melbourne (Outer), VIC
- 2 reviews
- Verified customer
Fantastic support
Future Assist have been my advisers since 2011, they have offered great support and guidance each step of the way. The last 2 years we've dealt with Yulia, she's fantastic, positive, personable and engaging. We always recommend Future Assist to our friends and will continue to do so.
1 comment
Future A.Future Assist Financial Services
Hi Steven, thank you for your commitment to our services, its great to see the value you have for our services. Yulia really appreciates your comments, please do not hesitate to contact her anytime.
... Read more
Daniel Pawelek Future Assist | Client Experience ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
KarenSouth East Queensland, QLD
- 3 reviews
- Verified customer
Excellent Company
Trystan did well in our recent annual review, he answered any questions we had and provided great information or advice. We are happy with the progress of our investments, as it is moving forward. Would not hesitate to recommend Future Assist.
1 comment
Future A.Future Assist Financial Services
Hi Karen, Thank you for sharing your experience with Trystan, it's great to see how well you're doing. It's been a pleasure speaking and dealing with you over the years, please do not hesitate to contact us anytime.
Daniel Pawelek... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Find out how Future Assist Group of Companies compares to other Financial Planning Services
Know better, choose better.
SadhonaMSydney, NSW
- Verified customer
Great products!
We had amazing experience with Future Assist. Staffs are very ethical and always willing to help. Customer relationship management team is fantastic and always intending to work in the best interest of their clients. You can be assured of unbiased review of the property market. The best part is that we never felt that we have been rushed or pushed to make decisions. Highly recommended.
1 comment
Future A.Future Assist Financial Services
Hi Sadhona, thank you for sharing your experience. It's been a pleasure dealing with you over the last couple of months. It's great to see how much you value our service so early in the piece, we are ... Read more
all looking forward to your progress in 12 months. Please do not hesitate to contact us anytime! Daniel PawelekSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
AbhijeetSydney, NSW
- Verified customer
Perfect experince
We were referred by a close friend who shared their experience with Future Assist. We dealt with our Adviser Babak who was fantastic, hes offered great support and guidance every step of the way, our advice was well thought out and tailored to our needs. Along the way we were introduced to Grant from property services, he offered an exceptional service. Overall, were pleased with the outcome and will look forward to our future with them.
1 comment
Future A.Future Assist Financial Services
Hi Abhijeet, thank you for sharing your experience. We are pleased you chose to work with us, Babak and Grant really appreciate your comments. Our team will always be available to help, please do not ... Read more
hesitate to contact us. We will be looking forward to your progress in your first review. Daniel PawelekSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
The reviewer stated that an incentive was offered for this review
- Verified customer
An amazing helpful group
The group is very helpful and the team members go out of their way to help. Answer all our questions and provide helpful information I will definitely recommend this group
1 comment
Future A.Future Assist Financial Services
Hi Joanne, Thank you for your comments. We are pleased to hear you find our services beneficial, it's been a pleasure speaking and dealing with you over the years, we will look forward to your next review.
Daniel Pawelek... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
SharonSGreater Melbourne (Outer), VIC
- Verified customer
New Client Manager
Hewad my new client manager has been quick to respond to my emails and provide great updates. I can call or email anytime because they are always willing to help.
1 comment
Future A.Future Assist Financial Services
Thank you for sharing your experience with Hewad Sharon, He's pleased to see you value his service. We will look forward to your next review!
Daniel Pawelek... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
MenuSydney, NSW
- 2 reviews
- Verified customer
Great Service in doing our Tax Returns!!
Aakash and the team is very helpful in doing, not only our individual tax returns but also taking in account the investment property. As they tend to question a lot to leave no stone unturned to do a comprehensive tax return, all this is done for a cost-effective fee in a timely manner. I highly recommend them and looking forward to next year doing our tax return with them. Thank you.
1 comment
Future A.Future Assist Financial Services
Hi Menuwan, we are pleased to hear you appreciate all Aakash has done for you, he said it was a pleasure speaking with you and really appreciates your comments. We will look forward to your next return!
Daniel Pawelek... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
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 ieatwords 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:
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
Hi Justin, Great to see things are going very well with Hewad & that you feel happy knowing you have a long term strategy in place to achieve your goals. Hewad really appreciate your comments, do not ... Read more
hesitate to contact him anytime. We will look forward to your next meeting. Daniel Pawelek Future Assist | Client Experience Manager