WHATEVER STAGE OF LIFE, WE'RE HERE TO HELP.

Managing your money doesn’t have to be stressful or confusing. We’ll help you achieve clarity and work towards your goals.

how we help

Need help?

We help people discover their goals and develop a plan together to bring these goals to life.

Book your FREE 30 minute no-obligation consultation today and let us show you how we can help.

MULTI-AWARD WINNING FINANCIAL PLANNING SPECIALISTS

Since 1997 we have been helping clients achieve their financial goals by empowering them to make smart financial decisions.

What our clients say about us.

Let us help you gain more financial independence.

Who we help

Many people struggle each day with the pressures of life and never truly achieve the goals, wishes and dreams that they seek.

Life should be about living and we believe in helping people live the life they want and deserve.

We encourage people to take the time to focus on themselves today and start the important planning which can provide them a better tomorrow.

how we help

We believe everyone should be able to make financial decisions with confidence.

We help people discover their goals and develop a plan together to bring these goals to life.

We thrive to provide clarity to tackle life goals so clients can achieve a better tomorrow.

We educate so you can make informed decisions about your future.

The services that we offer.

Managing your money doesn’t have to be stressful or confusing. We’ll help you achieve clarity and work towards your goals.

Super Advice and Strategies

Superannuation is not just for retirement, it is a beneficial tax structure that if used right can ensure that people’s wealth creation and retirement journey has far better outcomes.

Estate Planning

Many Australian’s don’t have a Will, let alone the most appropriate one.

Estate planning can provide significant benefits to your loved ones after your death. 

Retirement Planning

Retirement planning is critical for all Australias to undertake. At some point in our lives, we will say “I have worked long and hard enough and now it’s time for me to enjoy the time I have left without the commitment of the daily grind of work”. 

Investment Strategies

Investing money wisely is the sure way to grow wealth. 

Having a robust strategy in place is key to making the right decision.

Self-Managed Super Fund

A Self Managed Super Fund (SMSF) is a superannuation structure that is not right for everyone. We see many people incorrectly structured into these funds for the wrong reasons, which can negatively affect their retirement outcomes.

Aged Care

Seeking the right advice can be crucial as it can be both complicated and confusing, and decisions made in haste can often have unanticipated longer-term consequences.

Budget and Cash Flow

Cash flow should be the cornerstone of any financial advice strategy.

Understanding the various elements of someone’s budget is the way to determine opportunities to improve cash flow.

Centrelink and Government Benefits

We develop the best financial strategies to maximise financial benefits for our clients, including Centrelink and Government benefits.

Debt Management

Effective debt management strategies can achieve your homeownership sooner, creating further wealth, and tax benefits not usually available with paying down your home debt alone.

Wealth Protection

Paying for insurance is something most people loathe. When you need it, having insurance is lifechanging, and without it, life for most is a struggle.

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Taking care of business

Owning a business has its distinct advantages. Choosing your work hours and being able to make decisions for your own future are just two, but this higher level of freedom takes a back seat when things go wrong… and as any business owner knows, things can and do go...

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We help people discover their goals and develop a plan together to bring these goals to life.

 

Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Future Proof Wealth and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535