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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
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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
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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!
Review collected in partnership with Future Assist Financial Services
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
WilliamSydney, NSW
- 2 reviews
- 2 likes
- Verified customer
Highly Recommended
After a number of reviews and discussions they decided that my situation was good enough and any changes will not make significant improvements, so they gave me some recommendations to implement, however, they decided to fully refund the fees I paid.
I also found them knowledgeable and have excellent process in place where the strategy recommended by the adviser I was dealing with got reviewed by a panel of experts, this way they make sure nothing gets missed and the client gains benefit from their services.
1 comment
Future A.Future Assist Financial Services
Hi William, Thank you for taking the time to write such a positive review. We appreciate your understanding in these circumstances, It's rare that we have to make these decisions & hope you will make ... Read more
the most out of our resources & recommendations. Please do not hesitate to contact us if you have any questions, we wish you well & look forward to our next conversation!Similar opinion? Write a review on ieatwords.com.au!
Find out how Future Assist Group of Companies compares to other Financial Planning Services
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- Verified customer
Setting up our future
I'm happy with how things are going at the moment. Danny & John have been very accommodating & informative, always willing to help & provide support. We have been with them for 12 months so far & enjoying the experience.
Have a great week Craig.
1 comment
Future A.Future Assist Financial Services
Hi Craig, We are pleased to see how well everything's going for you, I have mentioned these comments to Daniel & John & they really appreciate it. Please do not hesitate to give us a call at any time.
Daniel - RMC Manager
Future Assist
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CarwynSydney, NSW
- 2 reviews
- Verified customer
Future Assist - Great Customer Experience
We did not come across Future Assist until I was recommended by a family member, in our first meeting we felt they offered great customer experience. We were well informed with Colby who advised us on the best way to meet our financial goals, he was thorough & great to deal with.
1 comment
Future A.Future Assist Financial Services
Hi Carwyn, thank you for your review. I'm pleased to hear you have felt this way about our service, Colby really appreciates your comments & really enjoys working with you. I will look forward to our ... Read more
next conversation, it's been a pleasure speaking with you. Daniel - RMC Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
- Verified customer
Future Assist
We really enjoyed working with Colby & the Future Assist team, our advice was well articulated, non-jargon information. Colby was very professional & thorough in his approach and the information given was very thorough and detailed. It's been a great experience so far and look forward to the advice being implemented.
1 comment
Future A.Future Assist Financial Services
Hi Martin, Thank you for taking the time to write a review. Colby has enjoyed working with you and really appreciates your comments. I'm pleased to hear you have found value in our information & servi... Read more
ces, I will look forward to seeing your progress & results after 12 months. 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 Review
I am happy with Wesley and the team at Future Assist, Wesley and I are on the same page when it comes to retirement planning and wealth creation and I feel he genuinely has my best interests at heart. The yearly reviews have helped me take advantage of other opportunities to grow wealth and resources to keep me on track
1 comment
Future A.Future Assist Financial Services
Thank's Jeffrey, Wes really appreciates your comments, he really enjoyed working with you. I'm pleased to see you have found value in our reviews, please do not hesitate to contact us anytime.
Daniel - RMC Manager
Future Assist
Similar opinion? Write a review on ieatwords.com.au!
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CraigSouth East Queensland, QLD
- 7 reviews
- 2 likes
- Verified customer
Future Assist gets a big tick.
Future Assist & the team have been very helpful. Our recent review with Aman was great, He answered all our questions & provided great updates about our situation.
The review detailed our plan's now & for the future, they are with us every step of the way & provide great resources to keep us on track
1 comment
Future A.Future Assist Financial Services
Hi Craig, Thank you for your comments. We are pleased to hear you enjoyed your recent review & you found it informative. It's great to see you are well informed about your situation, you have achieved... Read more
so much already. We will look forward to your next 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
Aman review
It was great meeting with Aman for our review - we felt very confident and comfortable discussing our financial situation and potential future ideas moving forward. We found Aman very knowledgeable and professional and look forward to meeting with him again. Matthew and Angela Reeves
1 comment
Future A.Future Assist Financial Services
Hi Angela, thank you for your comments, Aman really appreciates your feedback. Our services will always be available to please do not hesitate to contact us anytime. We are pleased to see you value ou... Read more
r services, 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
Find out how Future Assist Group of Companies compares to other Financial Planning Services
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- Verified customer
Good service
Thanks Ryan and the team at Future Assist for helping us over the past 5 years. Helping us get our finances ready for when we retire. We would not have been able to ourselves.
1 comment
Future A.Future Assist Financial Services
Hi Alison, Thank you for taking out the time to write a review, Ryan & our team really appreciate your comments. We are thankful for your commitment over the years & we congratulate you on your achiev... Read more
ements with us. You have been a pleasure to deal with & we will look forward to many more reviews with you. Please do not hesitate to contact us anytime! Daniel - RMC Manager Future AssistSimilar opinion? Write a review on ieatwords.com.au!
Review collected in partnership with Future Assist Financial Services
K. McMahonCentral Highlands and Goldfields, VIC
- Verified customer
A great peace of mind to know our current and future finances are in great hands.
As a young couple with two kids, Future Assist help us to be mindful of our financial position and guide us confidently toward our future financial goals. They helped us get our loans, superannuation and insurances in order so our money is working for us and not being wasted on excess fees. We’ve been provided with helpful strategies for budgeting and informative suggestions for future expenditures on things such as house purchases and renovations. The team are professional, friendly and always provide information clearly and concisely. They make us feel secure in our financial decisions and we’re confident to work with them for our future.
1 comment
Future A.Future Assist Financial Services
Hi K. Thank you for taking out the time to write such an inspiring review. Your comment's show how well you understand our process & how much you value our services. Congratulations on all your succes... Read more
s & we will look forward to your next 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
Great Service
Thanks Trystan and the team at Furure Assist for guiding us towards a better retirement. We have found Trystan to be very knowledgeable and easy to work with. Highly recommend. Looking forward to seeing where this takes us!
Aiden and Bev
1 comment
Future A.Future Assist Financial Services
Hi Aiden, Thank you for taking the time to write this review, it's rewarding to see Trystan has fulfilled your expectations. You have been a pleasure to deal with from the start & we will look forward... Read more
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
KgrimVictoria
- 2 reviews
- 1 like
- Verified customer
Annual Review
Great Customer Service from all of the staff at Future Assist and my annual review was based on individual goals which have been achieved so far to date - excellent company.
1 comment
Future A.Future Assist Financial Services
Hi Kylie, thank you for your comments, we are pleased to hear you value our service.
Congratulations for achieving your goals, you have worked hard & has all paid off. We will look forward to your n... Read more
ext review, please do not hesitate to contact us anytime.Similar opinion? Write a review on ieatwords.com.au!
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KirstyMMetropolitan Adelaide, SA
- Verified customer
Best financial decision I have ever made!
My recent review with Hewad was fantastic, he was easy to talk to & answered all my questions. I was very wary about choosing a company to plan for my retirement, but the Future Assist team have not let me down. My advice has been spot on & successful, I could not ask for anything better. I'm very impressed & would not hesitate recommending friends or family.
1 comment
Future A.Future Assist Financial Services
Hi Kirsty, Thank you for your kind words. Hewad really appreciates your comments & will look forward to dealing with you. We appreciate you sharing the value of our service, we are pleased to hear you... Read more
r success. We will look forward to dealing with you for many years to come, please do not hesitate to contact us anytime.Similar 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 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. Daniel