About
Who Are We?
Future Wealth Group is a boutique private wealth company that aims to provide quality, transparent and effective wealth advice solutions to clients ranging from young professionals to pre and post – retirees.
Working closely with leading professionals in Accounting, Property and Estate Planning, Future Wealth Group provides an efficient solution to assisting individuals and families manage and plan their finance needs to help them achieve Financial certainty and independence.
Our Approach
Why Choose Us?
We are steadfast in our commitment to excellence, upholding the highest standards of professionalism and ethics in every aspect of our work. Our proven track record of success and client satisfaction reflects this unwavering dedication. Complementing this commitment, we employ innovative strategies, harnessing the latest tools and techniques in financial planning and investment management. This blend of ethical rigor and forward-thinking approaches ensures that we provide effective, cutting-edge solutions tailored to meet your financial objectives.
What our client’s say
Hear from our satisfied clients and discover how our commitment to excellence has transformed their lives.
Kerri was exceptional from start to finish with obtaining my home loan. Was always kept in the loop of my loans progress and was able to obtain fast and affordable approval. Awesome experience dealing with Kerri and Future Wealth Group.
Joey
Kerri was amazing start to finish of our needs in finding the right borrowers for us to make our next move in investing. With top communication and execution we were able to refinance and have our investment loan approved, ready in a short period of time. Thank you Kerri look forward to working with you again.
Andrew
Kerri is by far one of the greatest professionals in mortgage broking that we have experienced. We had struggled with many mortgage brokers being quite inflexible, and lacking in prompt replies/strategies. Kerri was a step above, she was kind, interested in our future, prompt, professional, hard working, knowledgeable, every word in the book that you would search for in someone securing your future. We will continue to use Kerri, and will definitely recommend to anyone.
Jesse
Kerri’s assistance was superb and she was so generous with her time and expertise. She really helped us make sense of the processes while we were going through them for the first time. I have no hesitation in recommending her services.
Lindsay
Kerri provided a wonderful service from start to finish. A very professional and personal approach, understanding our needs and wants she could clearly take us through the process right till the end. Her outstanding industry knowledge made us feel very confident with our decision and very comfortable with our trust. I highly recommend Kerri and wish I had made the call sooner.