Reviewer Photos & Videos
- Verified customer
Offering financial reviews after repeatedly being informed this is not required.
Future assist is consistently ignoring our inputs and not responding in line. exception is the real estate department. This department is indeed reviewing our needs and following up accordingly. kind regards,
1 comment
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Lisa A.Sydney, NSW
- Verified customer
Financial Planning for Beginners
Thank you for your streamlined processes that have made this seem easy for people like us who have little financial experience or knowledge. Your expertise as a team, in both experience and knowledge, has made us feel most at ease about working with you. Thank you for sharing your expertise in a very personal way. We feel that your advice is genuine, we don't feel pushed. Daniel and Grant both care about helping us to make plans that look after our children's interests and help us live more comfortably now and in the future, by making our money do the work.
1 comment
Future A.Future Assist Financial Services
Hi Lisa, thank you for sharing your experience, it's been a pleasure seeing your progress each and every step of the way. Daniel T and Grant are lucky to have such motivated individuals like yourselve... Read more
s. Thank you for being available and providing necessary information to kick start your journey with us. We will look forward to your progress and 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
MiaBSouth East Queensland, QLD
- Verified customer
Great service very supportive from start
After 18 months we are very happy great communication and we find Yulia very helpful. Future Assist have supported us to purchase a investment property and take control of our financial future. I would highly recommend them no pressure 4 thumbs ups
1 comment
Future A.Future Assist Financial Services
Hi Mia, thank you for sharing your experience with us, we're pleased to hear you enjoy working with Yulia. It's been a pleasure dealing with you and seeing your successes with us, don't hesitate to contact us anytime.
Daniel Pawelek... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
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Great service and product, watching and growing my super for me!
I really enjoyed working with Penny again, she’s fun but professional to deal with. I’m surprised with the returns I’m receiving inside super and happy with my progress over the years. I work in a rural area and Future Assist keep me in the loop and offer fast and efficient service.
1 comment
Future A.Future Assist Financial Services
Thanks J, Penny appreciates your comments, we are pleased to hear your experience and how you like the returns. We are always here to accommodate, please do not hesitate to give us a call anytime.
Daniel... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
BelindaWCentral Desert, NT
- Verified customer
Always available to take enquires
Thank you Yulia for providing quality information & advice. Always following up with enquires & suggesting the best options for our situation. Having been with Future Assist for over 5 years we continue to be happy with all areas of assistance.
1 comment
Future A.Future Assist Financial Services
Hi Belinda, Thank you for sharing your experience, Yulia will be glad to know your happy with her services. Our team will continue to be available and give you ongoing communication, we are thankful y... Read more
our a client and were looking forward to having you for another 5 plus years! DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
JoanneSouth East Queensland, QLD
- Verified customer
Retirement here we come!
Before we joined Future Assist, we did not know how we would be able to finance our retirement. Annual discussions with Future Assist are keeping us on track to be able to enjoy our Golden Years.
1 comment
Future A.Future Assist Financial Services
Hi Joanne, thank you for taking the time to share your experience, your retirements just as important to us and we will endeavor to do what we can to make sure you achieve your set goals for retiremen... Read more
t. We're only a phone call away, so don't hesitate to give us a call if you need anything. DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Outstanding service
We have been with future assist for a little over a year now. They have provided us with amazing support with our financial structure and I cant say enough great things about Grant and Babak on the property and financial services team. They go the extra mile and are just extremely helpful and they have made us really excited about our financial future. Amazing work team!
1 comment
Future A.Future Assist Financial Services
Hi Micah, thank you for your comments. We are pleased to hear how you feel about our services, I will pass your positive review to Grant and Babak, they will be happy to see this. It's been a pleasure... Read more
dealing with you, we will look forward to our ongoing relationship. DanielSimilar opinion? Write a review on ieatwords.com.au!
Matthew K.
- 4 reviews
- Verified customer
Future Assist are very Professional, and persistent but patient with there client's, financial updates.
Great Superannuation management good financial partners. Great knowledge of profit making investment of your money always keeping clients Upto date and informed with there finances, they set key performance indicators
1 comment
Future A.Future Assist Financial Services
Hi Matthew, Thank you for writing such a positive review, we are pleased to hear how much you value our services. The key performance indicators are important to be met for our clients to achieve the... Read more
best results, we are impressed with your progress and can't wait to see what the next 12 months will look like. DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
AshSydney, NSW
- Verified customer
Clarity and support
I've been with Future Assist for 3 years now and it has made a big difference to my Finances. Danny and the team have helped me with everything from budgeting, debt, superannuation and investing. My partner and I feel much more in control of our money and investments.
1 comment
Future A.Future Assist Financial Services
Thank you for taking the time to write such a positive review of your experience. Danny really appreciates your comments and said you were a pleasure to deal with. I'm happy to hear our services have ... Read more
been of benefit, our specialist team of professionals in all our departments are available for you to use, so please do not hesitate to contact us anytime. DanielSimilar opinion? Write a review on ieatwords.com.au!
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Kylie S.South East Queensland, QLD
- Verified customer
Retire Happy
Before joining Future Assist we were worried about affordability at retirement. Now we feel a lot more confident. Join now and change your life. You’ll wish you did years ago!
1 comment
Future A.Future Assist Financial Services
Hi Kylie, Thank you for your review & choosing to work with us. We're pleased to hear how confident you are with your finances now, we will look forward to seeing your progress at the next review.
Daniel... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
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- Verified customer
Awesome Service and Brilliant Advice
The advisors of Future Assist have been nothing but professional and exceptional in their service. Over the last year, we have felt that they are more concerned about our financial future than we are, making time to come out to meet with us, to assist us with getting our finances and investments in control. We appreciate their advice and input and see a very long, fruitful and rewarding future with them at our side.
1 comment
Future A.Future Assist Financial Services
Hi Rob & Shelly,
Our team would like to thank you for your review, we will look forward to our ongoing relationship & seeing your progress achieving all your desired goals now & for the future. You h... Read more
ave been a pleasure to work with, our team are always available to help you so please do not hesitate to call.Similar opinion? Write a review on ieatwords.com.au!
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Lost it all and worse off now then I ever was
From the start i was told i had to change everything, re finance the house (I no longer have) buy an investment property in a "growth" area. My house was valued well above market price to get the finance and the rental property sat around empty until we dropped the rent to well below what was mentioned at the start meaning I was out of pocket even more. Fast forward a few years and I have lost both houses which sold for way less then I was told they were worth and now on the verge of bankruptcy. Not to mention I was advised on a self managed ...Read more
super fund which was also very bad advice and I now have less then half of my original super. To say I'm annoyed is an understatement and before all this started I was in a better position now I have nothing.1 comment
Future A.Future Assist Financial Services
Hi Grant,
Firstly let me thank you for taking the time to write a review. The care of our clients is always our number one priority. As promised, I have also reviewed your file notes and identifie... Read more
d that your personal and financial situation is complex and has changed significantly since your original advice. As you are aware there has been significant changes to your life which extend beyond the scope of financial planning. I'll PM you now with more information and to invite you to speak with one of our advisers (at no charge) to look at a strategy that takes into account these significant changes.Similar opinion? Write a review on ieatwords.com.au!
- Verified customer
Absolutely essential for financial planning
We have been with the company for over 5 years & they have offered nothing but an exceptional service, Advisers have been working with us closely to better our budgeting & make sure everything else fall’s in line for our retirement. We have found this essential in helping us develop better money management disciplines. Thanks to Trystan’s support & guidance over the years, we are working towards bettering our position.
1 comment
Future A.Future Assist Financial Services
Hi Arlene, thank you for writing such a positive review about your experience, you have been a pleasure to deal with over the years. Trystan & the team are pleased to see you are satisfied with our se... Read more
rvices, they will always be available to you. Please do not hesitate to contact Trystan or the team, we will look forward to your next review.Similar opinion? Write a review on ieatwords.com.au!
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Zoe.TGreater Melbourne (Outer), VIC
- 2 reviews
- Verified customer
service with a smile
The service from each individual has been exceptional, they’re always looking for ways to advance our investments or monitor our day to day’s so we can have a comfortable retirement.
1 comment
Future A.Future Assist Financial Services
Hi Zoe, Thank you for your review, I'm pleased to hear you value our services & that we have had a positive impact on your finances & retirement. We will look forward to our next review, please do not... Read more
hesitate to contact us if you need anything. DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
AIA Vitality Program for Life insurance policy
I have been very impressed with the AIA Vitality program that was proposed to me by Future Assist. Its so rare that a well constructed, administered and beneficial loyalty program provided by a life insurer actually delivers real value to the customer. I have used it extensively to maximise the personal rewards that reinforce healthy lifetstyle habits and encourage a proactive approach to managing your health. A great scheme. Thank you.
1 comment
Future A.Future Assist Financial Services
Hi Sean, Its always great to hear from you. I would like to personally thank you for the time you have taken to share your experience with us. Candy is very pleased that you are enjoying the AIA Vita... Read more
lity program and would like to reinforce that our insurance team is always here for you (should you ever need it). Keep healthy and have fun! Kindest regards, Trent Murray - Group Operations ManagerSimilar opinion? Write a review on ieatwords.com.au!
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Lisa I
- 2 reviews
- 1 like
- Verified customer
Great service!
Great follow up from all members in all departments. Professional, courteous and to the point. Will go out of their way to fulfill requests. We've been with Future Assist around 18 months now and are very happy.
1 comment
Future A.Future Assist Financial Services
Hi Lisa, thank you for sharing your experience with us! Its great to hear you are very happy with the advice and service you have received, we look forward to working with you for many years to come a... Read more
s we help to bring your goals to life. As always, if there is anything else you need between now and your next review please give us a call. Kindest regards Trent Murray Group Operations ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
JadePFar North Queensland, QLD
- Verified customer
Supercharging our Super
We have been very happy with the entire process so far, we are very pleased with our experience, the advice & team behind the scenes. Our Adviser Babak has been fantastic & Grant.
1 comment
Future A.Future Assist Financial Services
Hi Jade, It's great to see your comments here. Both Grant and Babak send their thanks and look forward to helping you grow your super over the coming years! As always, if there is anything else you n... Read more
eed we are only a phone call away, we look forward to seeing you at your next review! Kindest regards Trent Murray Group Operations ManagerSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
Great service, nice consultants
Jamie has been looking after us for a couple of years now, she has been very helpful & informative along our journey. The advice we put in place is progressing nicely, thanks again.
1 comment
Future A.Future Assist Financial Services
Hi Stuart, thank you for your comments. Jamie really appreciates this, she's happy to hear how you found her service. I'm pleased to see your results, we will look forward to another 12 months.
Daniel... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
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CarolMSouth East Queensland, QLD
- Verified customer
Great service
I felt in my recent review, everything was explained in a way I could understand, Supriya would follow up any questions or contact me the following week to make sure I was well informed. Thank you for making it easy for me Supriya, great work!
1 comment
Future A.Future Assist Financial Services
Thank you for taking the time to write the review, Supriya appreciates your comments. I'm glad you found your yearly review informative, please do not hesitate to contact us anytime.
Daniel ... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
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Kaye L.Northeast, VIC
- Verified customer
Very happy with advice and guidance
We met Future Assist 12 months ago, they listened & explained everything perfectly. Their communication & advice has been brilliant, our primary goal is to retire comfortable & we feel they have steered us closer. Their advice has helped us save more, have more direction & confidence in what we're doing, our children have learnt from us & been inspired. Thank you Ryan & Yulia for your great work.
1 comment
Future A.Future Assist Financial Services
Hi Kaye, thank you for your comments, Ryan & Yulia will be pleased to see them. Congratulations on all your achievements in such a short time, it's been a pleasure speaking with you and hearing your e... Read more
xperiences, your drive to reach retirement will definitely show in years to come. Don't hesitate to contact us anytime! DanielSimilar 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 Columba, thank you for sharing your experience with us. In reference to your comment, we uphold a certain service to our clients which requires annual reviews, we will ensure we abide by your reque... Read more
st in future. Our Future Assist Property Group appreciate's your comments, I'm pleased to see you value their service. Daniel Pawelek Future Assist | Client Experience Manager