About Us
Who Are We?
Future Wealth Group, based in Manly, NSW, is a financial advisory firm offering a range of services including superannuation advice. Superannuation, or super, is a retirement savings fund that accumulates while you are working. Contributions to your super can be made from pre-tax or post-tax income. Superannuation offers tax advantages, such as a 15% tax on earnings and tax-free withdrawals after age 60. It’s designed to be a long-term investment, with restricted access until retirement or reaching a preservation age. Future Wealth Group can provide detailed advice on managing and contributing to superannuation
Our Approach
At Future Wealth Group, we embrace a client-centric philosophy, where your financial success is our foremost priority. We are dedicated to building enduring relationships with our clients, rooted in trust and mutual understanding. Our approach is not one-size-fits-all; instead, we recognize that each client’s financial journey is distinct. By providing customized financial planning and advice, we ensure that our strategies are perfectly aligned with your specific needs, goals, and evolving financial circumstances. This personalized approach guarantees that our advice is not only relevant but also adaptable to the changing tides of your life and the financial landscape.
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.