Your Wealth Management Specialists
At Futura Financial, we are ultimately here to help you achieve your financial goals. Our business is built on our wealth management, well-versed in building lifelong working relationships with our clients, based on the provision of trusted advice to help you reach your financial goals. Our success is ultimately your success, documenting your financial plans and goals and assisting you on the journey to reaching these stated objectives is our purpose.
Our Process
When you come to your first appointment, we’ll typically ask you to bring an outline of your financial situation. This will include information such as your income, expenses, assets and liabilities as well as any Superannuation statements or Insurance schedules you may have.
If you aren’t able to get this information, we may also ask your permission to make our own enquiries on your behalf.
As part of the process, we’ll be discussing what your financial goals are. That might be as all-encompassing as “Making sure I can maintain my current lifestyle now and forever”, or as straightforward as wanting “To save for my child to go to the school I want them to.” It can range from “I want a Lamborghini” to “I want to invest some money”, trust us, we’ve seen it all.
Once we know the facts about you, and what you want to do, we’re ready for the next step. Up to this point is always free of charge.
This is our research phase. We’ll take all the information we have, and identify gaps and opportunities for you to get closer to achieving your goals and with greater certainty.
Once we have conducted our research and answered any outstanding questions we may have, we will prepare a written Statement of Advice. This comprehensive legal document will outline our recommendations in detail, the implications for you and more.
This document will cover a review of your existing situation, our proposed recommendations and where applicable projections of your future situation. This document will include a full detail of all costs incurred as well as our own fees and charges.
We don’t just point you in the right direction; if engaged or agreed, we will guide you the whole way through.
We will step you through the paperwork required, lodge forms and respond to queries on your behalf (only where appropriate of course). We will make every effort to ensure the implementation process is as simple for you as possible.
Beyond simply ensuring this is done correctly, we are able to provide the benefits and circumvent the problems that can come up that you only get to know with experience.
Sometimes life throws us curve balls and we need to re-evaluate, occasionally governments make changes which move the goal posts and sometimes new options become available which help us get there sooner.
In providing a service of ongoing review, you will always have someone in your corner watching out for you. When things change, our ongoing service will help you to adjust your plan where required and adapt to make the most of the changes.
