Financial Plan Brisbane, Gold Coast & Sydney

How much does it cost?

Each person who visits us is unique. With every financial plan customised to each financial situation costs vary, but our transparency ensures you have complete knowledge of your opportunities and their requirements. Remember, that this is an investment in your future.

Your Initial Consultation

Your initial consultation with a Future Assist Financial Services financial planner is completely free. Our advisors detail how we can assist you in achieving financial security, by highlighting how our process and services combine to create powerful outcomes.

Guarantee

Confident that you too can benefit from our advice, we’ll reward you with an obligation free gift if we can’t develop a plan that would improve your financial position.

Your Financial Plan (Statement of Advice)

Our initial cost is in our Statement of Advice. This varies depending on the scope of the advice.

The cost is transparent and is used to cover the time in research, plan creation & implementation. You will see immediate benefits once our plan is implemented, as restructured debt, tax effective investments and maximised savings all actively assist your financial position.

To find out more about financial plans and our financial planning service, contact us for an obligation-free consultation. Our friendly team is ready to answer any of your queries. We’re here to assist you in securing your financial future.

Book a FREE Financial Health Assessment



Financial Health Check 

Check your financial status


Risk Profiler 

Check how much you are at risk


Budget Planner 

Plan your weekly budget to save


Mortgage Calculator 

Calculate your weekly payments with our partners, Mortgage Refunder
call us on 1300 118 618