our process

What you can expect from the journey with us.

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


Initial Meeting

An obligation free discussion where we get to know you, your current position and your personal goals.

This meeting can be held in our office, over the phone, via Zoom or in your home.


Advice Formulation and Documentation

We will prepare a financial plan outlining the strategies we recommend for you. Once complete we will meet in person to present.


We will implement your strategy.

Our goal is to make this a smooth a transition and will be in touch with you every step of the way.


Information Gathering

Using the information you have provided, we will research different strategies and potential solutions to help you to achieve your goals.

Advice Presentation and Acceptance

We meet to present and educate you on our recommended strategy. If comfortable paperwork will be signed at this meet and we will proceed to implement our recommendations.

Annual Review

It’s important to review the advice we provided, your circumstances and your goals to ensure you keep on track.

We will meet annually either face to face, via phone or Zoom.


We believe that each client is unique.

We deliver a personalised service to ensure our clients requirements match their needs at all times.


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 AFSL 357306