Future Wealth Group, located in both Brookvale on Sydneys Northern Beaches NSW and Burleigh Heads on the Gold Coast QLD, is a boutique private wealth advisory firm offering specialised services in: Wealth Management; Residential, Commerical and SMSF Lending; Financial Planning, SMSF Specialist Advisory; Personal insurance; Estate planning and Aged Care.
FWG Team

Who Are We?

Future Wealth Group, based in Brookvale, NSW, is a financial advisory firm offering a range of services including superannuation advice and mortgage broking. 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.

Contact Us

Residential, Commercial and SMSF lending advice

Office Hours

Monday – Friday | 8:30am – 5:00pm

Bondi Beach

Get in touch

Please call us on 1300 691 861 or fill in the form below and we will get back to you as soon as possible.