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VivianMSydney, NSW
- Verified customer
Superannuation
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
Similar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
Jenny M.South East Queensland, QLD
- Verified customer
Highly Recommend!
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 A.Future Assist Financial Services
Thank you Jenny, for taking the time to write a review, We are pleased to hear how you feel about our services. Please do not hesitate to contact us in the future, Hewads happy to help. We will look forward to your next review.
Daniel... Read more
Client Experience Manager Future Assist
Similar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
Very helpful
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 A.Future Assist Financial Services
Thank you Helen, I'm pleased to hear how your meeting with John went. He's always out to make sure our clients are well informed. We will look forward to your next review.
Daniel... 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
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ElizabethSHunter Region, NSW
- Verified customer
Yearly Update
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 A.Future Assist Financial Services
Hi Elizabeth, Thank you for your comments. It's warming to hear how your experience has been, Yulia's passionate about helping her clients & happy to see you value her service. We will look forward to your next review.
Daniel... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
RickSouth East Queensland, QLD
- 2 reviews
This was a waste of my time
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 A.Future Assist Financial Services
Hello Rick,
I really appreciate you taking the time to give us feedback, good or bad it’s always valuable to get. Assisting clients (where practically possible) with mortgages and personal insurance... Read more
s, are two of our core business offerings. I am therefore disappointed to hear that your experience did not meet your expectations.Similar opinion? Write a review on ieatwords.com.au!
- Verified customer
Our Financial Plan for our Future is now complete!!
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 A.Future Assist Financial Services
Thank you for taking out the time to write such a positive review for Colby, He appreciates your comments. I'm pleased to hear how much you value the service, we are also looking forward to seeing you... Read more
r progress through the years. We will look forward to your first review! DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
attentive and sincere
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 A.Future Assist Financial Services
Thank you Romualdo, Jamie really appreciates your comments, I'm pleased to see you were happy with the review. It's warming to hear you would share the value of our service, we will look forward to our next review.
Daniel... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
ThorstenSouth East Queensland, QLD
- Verified customer
Good, consistent financial advisory work
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 A.Future Assist Financial Services
Hi Thorsten, thank you for your comments, we are pleased to hear how much you value our services. It's been a pleasure dealing with you over the years, our team are always ready to help. Darren apprec... Read more
iates your comments, we will look forward to your next review. DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
ClintCSouth East Queensland, QLD
- Verified customer
Great work Future Assist
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 A.Future Assist Financial Services
Hi Clint, thank you for taking the time to write a review for Jamie & Yulia, they appreciate your comments. They always take the time to keep their clients well informed & glad to know this has happen... Read more
ed. Please do not hesitate to contact us anytime, we will look forward to dealing with you for many more years. DanielSimilar 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.
Jerry CohenGreater Melbourne (Outer), VIC
Fantastic service
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 A.Future Assist Financial Services
Thank you for your comments Jerry, We are happy you chose to work with us. You have been a pleasure to deal with & we're glad to see you value our services. Helen really appreciates your comments, she... Read more
works hard to provide our clients with the best options. We will look forward to your first review. DanielSimilar opinion? Write a review on ieatwords.com.au!
ChristianPRichmond-Tweed, NSW
- Verified customer
Responsive and professional
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 A.Future Assist Financial Services
Hi Christian, thank you for sharing your experience with John, I'm pleased to see you enjoy working with him & the team. It's good to know you have found our resources of benefit, We will look forward to your next review.
Daniel ... Read more
Client Experience manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
Great service and assistance with all of my requirements
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 A.Future Assist Financial Services
Hi Simon, Thank you for your comments. I'm glad to hear you value our services. Candy really appreciates your comments, she definitely works hard to ensure her clients are well informed. We will look forward to speaking with you soon.
Daniel... Read more
Client Experience Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
GrantSSydney, NSW
- Verified customer
Time to retire
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 A.Future Assist Financial Services
Hi Grant, Thank you for your Testimonial, Candy really appreciates your comments. She's passionate about helping her clients & this recognition will continue to inspire her to do better. We appreciate... Read more
your time helping us complete everything for you during those times & we will look forward to our next meeting. DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
LeeanneRNorth Queensland, QLD
- Verified customer
Great support
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 A.Future Assist Financial Services
Hi Leeanne, thank you for taking the time to write your review. We appreciate your ongoing commitment with our services, you have been a pleasure to deal with over the years. Aman thanks you for your ... Read more
comments, please do not hesitate to contact us, we will look forward to your next review. DanielSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
RobertBDarling Downs, QLD
- Verified customer
Excellent
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 A.Future Assist Financial Services
Thanks for taking the time out to write a review, we are pleased to hear you are happy with our services & your performance. Wesley really appreciates your comments, we will look forward to your next ... Read more
review. Daniel - 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.
CherylSSydney, NSW
- Verified customer
Should’ve done this sooner!
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 A.Future Assist Financial Services
Hi Cheryl, thank you for your comments, Trystan really appreciates it. We are happy you chose to work with us, we will look forward to your ongoing reviews for the future. Please do not hesitate to co... Read more
ntact us anytime. Daniel - RMC Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
LisaASydney, NSW
- Verified customer
Refreshing, such professional service!
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 A.Future Assist Financial Services
Hi Lisa, Thank you for taking the time to write a review. I'm pleased to hear you have found your advice beneficial with Danny, you are in great hands. We will look forward to seeing your progress & a... Read more
chieving your desired goals! Daniel - RMC Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
BruceASydney, NSW
- Verified customer
Wonderful experience and a wealth of knowledge.
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 A.Future Assist Financial Services
Hi Bruce, Thank you for choosing to work with us, we are pleased you made the decision to receive a plan & work with our Adviser Trystan. It's been a pleasure speaking with you each step of the way, w... Read more
e will look forward to your first review. Daniel - RMC Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
Happy that we took the step.
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 A.Future Assist Financial Services
Hi Susan, It's warming to hear one of our clients opened up to you about our services & we are touched to see your review of your experience. We are always here to answer any questions & provide you w... Read more
ith the necessary tools to keep you moving forward & achieving your goals. We will look forward to your review! Daniel - RMC Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
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MarkSRichmond-Tweed, NSW
- Verified customer
Thanks Future Assist
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
Future A.Future Assist Financial Services
Hi Mark, thank you for your review, we are happy to hear you found your recent review with Yulia to be very positive, she really appreciates your comments. Don't hesitate to contact us if you have any... Read more
other plans, we will look forward to our next review. Daniel - RMC 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
Thanks Vivian, Yulia really appreciates your comments. I'm pleased to hear how you value her service. You have been a pleasure to deal with, we will look forward to your next review.
Daniel... Read more
Client Experience Manager Future Assist