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About Us
Unlock Potential, Create Wealth – Your Journey to Financial Empowerment Starts Here
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.
Our Services
Our team of qualified Financial Advisers can provide advice on a range of services.
Mortgage Broking
Mortgage brokers connect borrowers and lenders, advising and managing to secure the best terms.
Superannuation
Superannuation saves for retirement, ensuring comfort by building it while working.
Retirement Planning
Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
Debt Management
Effective debt management involves investing in the right type of assets, understanding the interest you pay, and prioritising your debts efficiently.
SMSF
SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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.
