We are a boutique financial planning firm and with us you are never just a number. At Future Needs, we specialize in providing comprehensive financial planning services tailored to your unique goals. Based in Melbourne, we are committed to helping individuals, families, and businesses secure their financial future with expert guidance and personalized strategies.
Our approach is built on trust, expertise, and a deep understanding of your needs. We combine years of experience with innovative solutions to ensure your financial journey is smooth, transparent, and rewarding.
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Our private wealth management services are designed to help High Net worth Individuals and families grow, protect and transfer their wealth with confidence. We ensure your financial plan is as unique as your goals and helps you build the financial future you desire.
Grow and protect your wealth with strategies tailored to your financial aspirations. From diversified investment portfolios to asset-specific advice, we help you navigate opportunities with confidence.
Secure a comfortable future with a retirement plan designed for you. Whether you’re just starting or nearing retirement, we provide personalized advice to ensure your savings support the lifestyle you envision.
Optimise tax position and maximize your financial outcomes with our expert tax planning strategies. We help you structure your finances for long-term efficiency and success.
Take control of your superannuation with our Self-Managed Super Fund services. We guide you in understanding if SMSF is suitable for you and formulate effective investment strategies if you already have a SMSF set up.
Personal Risk Insurance Planning helps individuals protect their financial well-being by identifying risks and securing appropriate insurance coverage.
At Future Needs, we’re more than financial advisors. We are your partners in success. Our client-focused approach ensures that every decision we make is in your best interest. We are here to simplify the complexities of financial planning, empower you with knowledge, and provide ongoing support as your goals evolve.
Your financial future starts with a conversation. Get in touch with us to schedule free consultation and discover how we can help you achieve your goals. Together, let’s plan for the future you desire.
A financial planner is a professional who helps individuals and businesses create and implement effective strategies to achieve their financial goals. In Melbourne, financial planners can provide personalised advice and guidance on investments, retirement planning, tax optimisation, insurance, and more. Their expertise can help you make informed financial decisions and maximise your financial well-being.
When selecting a financial planner in Melbourne, consider factors such as their qualifications, experience, reputation, and areas of specialisation. Look for certifications like Certified Financial Planner (CFP) and ensure they are licensed by the appropriate regulatory authorities. Additionally, read client reviews and testimonials to gauge their track record and suitability for your specific needs.
Yes, financial planners in Melbourne are regulated by various authorities, including the Australian Securities and Investments Commission (ASIC). They must comply with the regulations set by ASIC, which aim to protect consumers and ensure ethical conduct within the financial planning industry. When choosing a financial planner, ensure they are registered and meet the necessary regulatory requirements.
During your first meeting with a financial planner in Melbourne, they will gather information about your financial situation, goals, and risk tolerance. They will assess your current assets, liabilities, and income sources to understand your financial picture. Based on this information, they will discuss potential strategies, explain their services, and outline how they can assist you in achieving your financial objectives.
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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
