ABOUT OUR AUTHORISED SERVICES:
Future Assist take a holistic approach to financial planning through a thorough assessment of your current financial situation. While there is a wide range of investment products available we aim to ensure that our recommendations provide a suitable client product match and help you achieve financial independence.
We provide advice in the following areas:
• Review of salary packaging, personal budgeting, financial management and savings.
• Investment, superannuation fund and overall cash flow projections.
• Income Protection Insurance for up to 75% of your gross income.
• Life insurance, Total Permanent Disablement Insurance & Trauma insurance.
• Superannuation Strategies.
• Retirement Planning.
• Centrelink Benefits.
• Investment Strategies.
You can request advice in any of these areas if you feel it is relevant and valuable to you. We will explain what each area involves to help you decide if you need that advice.
Our Licence authorises us to carry on a financial services business to:
(a) provide financial product advice for the following classes of financial products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) life products including:
(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
(iii) interests in managed investment schemes including: (A) investor directed portfolio services;
(iv) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997);
(v) securities;
(vi) standard margin lending facility; and (vii) superannuation; and
(b) deal in a financial product by:
(i) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
(A) deposit and payment products limited to:
(1) basic deposit products;
(2) deposit products other than basic deposit products;
(B) life products including:
(1) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(2) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
(C) interests in managed investment schemes including: (1) investor directed portfolio services;
(D) retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997);
(E) securities;
(F) standard margin lending facility; and (G) superannuation;
to retail and wholesale clients.
Future Assist Superannuation Accountants 