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Specialist Investment Advice Services in Australia

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FUTURA FINANCIAL

Futura Financial can provide specialist investment advice services that can help you turn your financial goals into reality. With our comprehensive estate and investment planning, we can produce tailored solutions that are designed to match your objectives and personal circumstances. Contact us today and arrange your initial consultation with our experienced team.

Estate Planning

Estate Planning refers to the process of planning and documenting your wishes for the distribution of your assets when you die. Estate planning not only deals with the assets that you own personally, but those that you control as well. Estate planning can also involve the use of insurance policies and should consider how your superannuation benefits are to be paid after your death.

A good estate plan requires the involvement of skilled legal, accounting and financial specialists. We co-ordinate these service for you as part of your broader financial plan and can work with your existing specialist or introduce you to ours.

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Investment Planning

After we have listened to your goals and have a good idea of your position we will discuss the range of options available and suitable to your situation. We will take the time to explain your options because it is important to us that you feel in control.

When we think you understand your options we will then make recommendations. We should point out that we have no interest in get rich quick plans. There is no such thing. Rather we look for steady, realistic and sustainable returns.

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Call us today for expert investment advice from our knowledgeable team, on 0418 366 046.
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Estate Planning

Estate Planning refers to the process of planning and documenting your wishes for the distribution of your assets when you die. Estate planning not only deals with the assets that you own personally, but those that you control as well. Estate planning can also involve the use of insurance policies and should consider how your superannuation benefits are to be paid after your death.

A good estate plan requires the involvement of skilled legal, accounting and financial specialists. We co-ordinate these service for you as part of your broader financial plan and can work with your existing specialist or introduce you to ours.

Estate planning is much more than simply drafting up a Will. Your Estate Plan should cover:

  • Your taxation position
  • Links to your retirement plan
  • Current lifestyle requirements
  • Details of your business arrangements
  • Contingency for potential critical life events
Ultimately the Estate Plan must correctly allocate your assets in accordance with your wishes.
Investment Planning

After we have listened to your goals and have a good idea of your position we will discuss the range of options available and suitable to your situation. We will take the time to explain your options because it is important to us that you feel in control.

When we think you understand your options we will then make recommendations. We should point out that we have no interest in get rich quick plans. There is no such thing. Rather we look for steady, realistic and sustainable returns.

A big part of what we do is managing risk. While risk is inherent in investment (the more return you want the more risk you have to accept), it should never be treated lightly. You’ve worked hard for your money so we will develop strategies that match your need for and comfort with taking on risk.

Selecting the most appropriate investment and tax structures is critical to the success of your investment plan. We can help you in selecting the most appropriate investments that best suit your specific financial situation.

Our broad range of investment planning services include:

  • Asset allocation and investment mix
  • Creating your personal investment plan
  • Implementing your investment plan
  • Routine monitoring of your investments
  • Gearing strategies
  • Superannuation investment opportunities
  • Risk identification and mitigation

Futura Financial is constantly reviewing the market and assessing opportunities available for our valued clients.

Christopher Mullan
Advisor

Chris is a keen adventurer, having trekked several high mountains & countries all over the world.

Experience
Chris Mullan has three years in banking & seven years in life management, plus seventeen more years as a financial

Qualifications
Diploma of Financial Services (Broking)
Diploma of Financial Planning advisor. 

Natalie Woods

Client Support Manager

With over 15 years of experience in the industry, I bring a wealth of knowledge and a genuine passion for helping clients. I pride myself on delivering exceptional customer service, building strong relationships, and ensuring every client feels supported and informed. My industry expertise, combined with a personal and approachable style, allows me to provide reliable guidance and tailored solutions to meet each client’s needs.