Financial Wisdom Future Funds Pty Limited

Welcome to Future Funds Pty Ltd.

Future Funds Pty Ltd is a Sydney based company that provides financial planning services to clients across Australia. We provide advice to our clients in the areas of:

Retirement Planning Retirement Planning
Superannuation Superannuation
Financial Planning Financial Planning
Investments and Negative Gearing Investments and Negative Gearing
Personal & Business Insurance Personal and Business Insurances
Mortgages Mortgages

Finding the right adviser to help with these matters can be daunting and is certainly time consuming. Your checklist in finding that adviser should include:

  1. Is the adviser licensed?
  2. Is the adviser a member of the Financial Planning Association ?
  3. Is the adviser a Certified Financial Planner?
  4. Does the adviser have Professional Indemnity insurance?
  5. Can the adviser advise on many different fund managers?
  6. Does the adviser have access to broad research?
  7. Does the adviser have experience in advising other clients with similar needs?

By calling (02) 9997 6787, we will arrange a time for you to meet Grant Simpson. Grant is a Certified Financial Planner (CFP) with 16 years of experience in providing clients with financial advice. He can answer “Yes” to all the questions on your checklist, and can provide advice on all of the matters above in a manner that meets your particular level of complexity. There is no cost for the initial appointment, and no other obligations. Our clients say they chose us because, after investigating the alternatives, Future Funds Pty Ltd offered excellent advice at a fair price.

You can also use this site to get more information on our process, our staff, our licensee , and all of the ways to contact us.

[ Welcome ] Contact Us ] Our Process ] Our Staff ] Our Licensee ] Disclaimer ]

 
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