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Reviews

4.7

720 reviews
5
(536)
4
(162)
3
(4)
2
(3)
1
(15)
  • Transparency
    4.6 (69)
  • Customer Service
    4.7 (46)
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VivianM

VivianMSydney, NSW

  • Verified customer

Superannuation

published

I enjoyed working with Yulia, even though I was waiting for an email response from her, I called not long after & she was ready to help. I feel like I can rely on Yulia to keep me updated & be there when I need her.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

Jenny M.

Jenny M.South East Queensland, QLD

  • Verified customer

Highly Recommend!

published

I've always had a good experience with the Management team at Future Assist, they have always been very helpful and quick to respond to any of my questions. In my recent review Hewad was great to deal with, thank you for your help.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Very helpful

published

I am very happy with the service provided, John was excellent in my recent review. He is a clear communicator and very easy to work with. Great job to the team!

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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ElizabethS

ElizabethSHunter Region, NSW

  • Verified customer

Yearly Update

published

I have heard a lot of horror stories about SMSF's & I'm pleased to know Future Assist & the team have our back. The advice has been great, Yulia has our best interest at heart.
Cheers Phil

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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Rick

RickSouth East Queensland, QLD

  • 2 reviews

This was a waste of my time

published

I spent 2 hours sitting through a presentation that did not meet my immediate needs as i was promised and to top it off the advisor at the end of the presentation turned to me and said you have to organise your own re mortgage etc and insurance I am going to raise my concerns with fair trading and the ombudsman and would encourage anyone else that has been lied to do the same

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services
  • Verified customer

Our Financial Plan for our Future is now complete!!

published

We cannot fault the process with Colby, our advice was spot on & could not be happier with the result. The meetings we’re a well organized and a breeze because our Adviser Colby laid out everything in layman’s terms & actioned well. We are very comfortable with the position we will be in and are so thankful that we can see light at the end of the tunnel! Thank you!

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

attentive and sincere

published

Jamie's very attentive and sincere which I really appreciate. She have been so supportive & provide sound advice. I recommend her to others as I'm sure she would do the same.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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Thorsten

ThorstenSouth East Queensland, QLD

  • Verified customer

Good, consistent financial advisory work

published

Overall we are very impressed with Future Assist. They take accountability for their advice and in our experience, the staff is knowledgeable, helpful and professional. Especially Darren, who has stayed in touch from day 1, despite changing roles at Future Assist. It’s been nice to have a consistent personal connection with somebody at Future Assist over the years.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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ClintC

ClintCSouth East Queensland, QLD

  • Verified customer

Great work Future Assist

published

Jamie did really well in the review, we are hard to get a hold of but our client manager was persistent in a good way to make sure we are kept in the loop. Yulia was a wealth of information and was able to answer all our questions. We have been with the company for 6 years, Keep up the good work!

1 comment
Future Assist Financial Services
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Jerry Cohen

Jerry CohenGreater Melbourne (Outer), VIC

Fantastic service

published

I am so glad I have stumbled on to Future Assist, as they have put me on the right path with my finance. I would highly recommend them to anyone planning their future as these guys are highly knowledgeable . Personally I would like to thank Helen who has worked extremely hard to get me a home loan with a great interest rate, she has been a life saver .

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services
ChristianP

ChristianPRichmond-Tweed, NSW

  • Verified customer

Responsive and professional

published

John has been very productive in sending emails and getting back to us promptly and diligently, we are well informed so we feel there’s nothing John or the company can improve on. They offer great services & tool’s which always helps us understand other ways of saving money.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Great service and assistance with all of my requirements

published

My experience with Future Assist has been excellent, they offer a great service year in year out. I met with Candy recently and she has provided great support and has a lot of attention to the finer details, I'm glad to have dealt with her.
Thanks Simon

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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GrantS

GrantSSydney, NSW

  • Verified customer

Time to retire

published

thoroughly enjoyed working with Candy, she covered everything I needed to know & provided a great review. She has been very patient which means a lot when unforeseen circumstances arise (which in my case unexpectedly did)

1 comment
Future Assist Financial Services
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LeeanneR

LeeanneRNorth Queensland, QLD

  • Verified customer

Great support

published

I have been with the company for 5 years, I feel well informed & happy with the service I receive from each service manager or adviser, for a busy person they sure do make it a lot easier to keep on top of your finances. Great work Aman!

1 comment
Future Assist Financial Services
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RobertB

RobertBDarling Downs, QLD

  • Verified customer

Excellent

published

We are really happy with the service Future Assist have offered to date, Wesley reviewed our situation recently & we are happy with our progress. There’s no changes we feel the company has to make to improve our experience, great work

1 comment
Future Assist Financial Services
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CherylS

CherylSSydney, NSW

  • Verified customer

Should’ve done this sooner!

published

Very educational experience, we wish we had of enlisted in their services sooner before purchasing assets. Trystan has been really good to deal with & happy with the service to date.

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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LisaA

LisaASydney, NSW

  • Verified customer

Refreshing, such professional service!

published

Its early days but we like your process for investment reviews and decisions- well done. Look forward to seeing it roll out and working with your team. Danny has been to communicate with and with info provided has outlayed a solid recommendation to work with. So very happy so far.

1 comment
Future Assist Financial Services
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BruceA

BruceASydney, NSW

  • Verified customer

Wonderful experience and a wealth of knowledge.

published

The first meeting with Vatche from Future Assist was exceptional, great communication & a good team. Trystan was a pleasure to work with, he was persistent & does a fantastic job. A huge thanks, keep doing a great job.

Kind Regards,
Bruce Alchin

1 comment
Future Assist Financial Services
Future A.Future Assist Financial Services

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  • Verified customer

Happy that we took the step.

published

Friends referred us to Future Assist as they had been happy with the service. We were reassured from the beginning with the step by step explanations and the knowledge and professionalism of the advisors helping us to plan for our future. Ryan has been great.

1 comment
Future Assist Financial Services
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MarkS

MarkSRichmond-Tweed, NSW

  • Verified customer

Thanks Future Assist

published

We are glad Future Assist followed up with us. In our recent review we had the pleasure of speaking with Yulia, she spent time taking us through our situation & listening to our plans for the near future. Thanks!!!

1 comment
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Questions & Answers

chris g

chris gasked

how long has future assist been in service

1 answer
Future Assist Financial Services
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

EmmyT

EmmyTasked

how do you invest in shares and how much is the minimum you need to invest?

No answers
Cando

Candoasked

When can people withdraw their funds and join another super?

3 answers
Future Assist Financial Services
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:

cracker1
cracker1

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/

TrueBlue3
TrueBlue3

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

Get an answer from our members and Future Assist Financial Services representatives

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