With over 18 years of experience in the financial services industry, Nav, our Director and Senior Financial Adviser, leads Future Needs with a commitment to helping clients achieve financial clarity and confidence. Drawing on extensive expertise across wealth creation, retirement planning, investments, insurance, and strategic advice, he specialises in developing holistic and practical solutions tailored to each client’s goals. Nav’s experience includes analysing complex financial structures, ensuring compliance with regulatory frameworks, maintaining strong technical and product knowledge.
At Future Needs, we offer boutique financial advice where you are never just a number. Based in Melbourne, our dedicated team is passionate about simplifying the complexities of financial planning and empowering clients to make informed decisions with confidence. Whether you’re building wealth, planning for retirement, managing risk, or optimising investments, we provide personalised strategies designed to align with your life stage and aspirations. Together, we partner with you to protect what matters most and build a secure, prosperous future.
At Future Needs, we believe that effective financial planning starts with understanding your personal goals. Unlike larger institutions, our boutique approach ensures you’re never just a number. Our expert Melbourne financial planners work closely with you to develop personalised, actionable financial strategies tailored to your lifestyle and aspirations.
From wealth creation to risk management, our comprehensive services help you stay in control of your financial future.
Choosing Future Needs means having a dedicated partner committed to your financial success. Our client-first philosophy, combined with expert financial advice in Melbourne, ensures you receive the support, guidance, and clarity you need to make smart financial decisions.
Let us help you build a clear financial plan, achieve your goals, and enjoy peace of mind about your financial future.
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At Future Needs, we take a personalised and comprehensive approach to financial planning. We understand that every individual and family has unique goals, aspirations, and financial circumstances. That’s why we tailor our services to meet your specific needs, ensuring that you receive the guidance and support necessary to achieve your financial objectives.
Client-Centric Focus: Our clients are at the heart of everything we do. We prioritise building strong, long-lasting relationships based on trust, transparency, and open communication. By truly understanding your financial situation, priorities, and dreams, we can create a customised plan that aligns with your vision for the future.
Holistic Financial Planning: We believe in a holistic approach to financial planning. Our experienced team of professionals takes into account various aspects of your financial life, including investments, retirement planning, tax strategies, risk management, and estate planning. By considering the big picture, we can develop a comprehensive roadmap to help you navigate the complexities of today’s financial landscape.
Partner with Future Needs and embark on a journey towards financial freedom. Contact us today to schedule a consultation and discover how our expert guidance can help you navigate the complexities of financial planning, allowing you to take charge of your financial well-being and build a prosperous future.
Your future starts here with Future Needs
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Future Needs Financial Services Pty Ltd ABN 61 609 828 444 is a Corporate Authorised Representative of The Complete Planner Pty Ltd AFSL 278161
