Strong Growth


Definition:

Our Strong Growth client group encapsulates young singles, couples and families with children but is identified by the strong aspirations of the individuals we look after. Our clients in this category are dynamic, high achievers with a positive attitude and a willingness to engage in new ideas.

If this is you, this is how we can help?

Typically you are time challenged, may have a budget that can be accelerated, may not have fully assessed the risks you currently face, or may simply feel that more could be done with your overall financial position.

How do we help you?

During an initial consultation, at our cost, we will agree upon the key issues that you feel may need attention in your finances. We then ask questions about all aspects of your financial life, including your short, medium and long term goals. We will help you understand the appropriate investment for your personality (i.e. high risk, low risk or a mix of both). Combining knowledge of your situation and our experience we can give you an on the spot assessment about opportunities to improve your circumstances.

What outcomes might be expected?

Once you have asked us to move forward and provide formal advice to improve your circumstances, we will give you written recommendations that meet your identified objectives. Our Strong Growth clients who have been through this process say they feel more in control of their budgets, understand the risks that they face, and have a clearer direction to meeting their financial certainty. At the end of the process, these clients have typically consolidated their superannuation funds, have adequate reserves, have diversified investment portfolios that match their risk profile, and have outsourced the personal insurance risks that they face.

Here are some examples of the clients we currently help within this client group:

Brett* enjoys financial security through the continued growth of his successful local business. He is actively involved in all aspects of the day to day running of his business. He is building wealth through a corporate superannuation arrangement as well as investing in managed funds. Brett does not actively monitor his financials as he is confident in the knowledge that Future Funds is doing this on his behalf. Brett looks forward to travelling with his wife and building up a property portfolio. 

North Narrabeen, NSW


Scott and Kylie* live a busy life, juggling their time between work and the daily challenges of raising 3 active teenage boys. They have just completed building their dream home and are working hard towards their retirement goals. Scott and Kylie take an active role in monitoring their finances and enjoy their contact with Future Funds via their monthly reports and regular phone conversations. 

Nelson Bay, NSW


Names have been changed for privacy reasons

We can provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.

Get In Touch With Us

Allan H     Warriewood 

My reasons for being a client of Future Funds are:
Proximity of office, allows more face to face.
All dealings have been extremely professional.
Comfortable meetings-put at ease etc.
Extremely comfortable with Fund Managers being recommended.
Staff always professional & ready to help
Confidentiality always apparent.
The Priority Service makes me feel important not just one of the bunch, costs a little more but service is fantastic.


Doug 0     Perth 

Short answer to both questions; Being part of a group, and dealing with people we trust!


John F     Avalon 

Being a client means receiving trusted and sound advice in a timely manner with no pretences and no hard sell. The Priority Service means continuity of personal service with close attention to the details.


Margaret W     Newington 

Being a client of Future Funds has been a very steep learning curve, in a good way, for me. Financial matters have always been a mystery to me, but Grant Simpson’s very clear, concise and patient explanations and advice have given me confidence in my choice of Future Funds. The Priority Service has given me a feeling of security as I approach retirement.


Ray H     Blackett 

I'm pleased to be a part of Future Funds because of your methods, advice and regular contact. Also prompt replies to any concerns. Friendly Staff. For me, the Priority Service is about the regular keeping in touch and reports (monthly) which gives one peace of mind in these uncertain times. Also the need to alter investments immediately if necessary.