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Reviews

4.7

728 reviews
5
(543)
4
(163)
3
(4)
2
(3)
1
(15)
  • Transparency
    4.7 (77)
  • Customer Service
    4.7 (54)
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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
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services



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
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services



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
Future A.Future Assist Financial Services

Review collected in partnership with 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

Review collected in partnership with Future Assist Financial Services

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
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

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

Review collected in partnership with Future Assist Financial Services

  • 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
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

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
Future Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

William

WilliamSydney, NSW

  • 2 reviews
  • 2 likes
  • Verified customer

Highly Recommended

published

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

Setting up our future

published

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 Assist Financial Services
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

Review collected in partnership with Future Assist Financial Services

Carwyn

CarwynSydney, NSW

  • 2 reviews
  • Verified customer

Future Assist - Great Customer Experience

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Future Assist

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Happy Review

published

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 Assist Financial Services
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

Review collected in partnership with Future Assist Financial Services

Craig

CraigSouth East Queensland, QLD

  • 7 reviews
  • 2 likes
  • Verified customer

Future Assist gets a big tick.

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Aman review

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

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  • Verified customer

Good service

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

K. McMahon

K. McMahonCentral Highlands and Goldfields, VIC

  • Verified customer

A great peace of mind to know our current and future finances are in great hands.

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

  • Verified customer

Great Service

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

Kgrim

KgrimVictoria

  • 2 reviews
  • 1 like
  • Verified customer

Annual Review

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

KirstyM

KirstyMMetropolitan Adelaide, SA

  • Verified customer

Best financial decision I have ever made!

published

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 Assist Financial Services
Future A.Future Assist Financial Services

Review collected in partnership with Future Assist Financial Services

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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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