Grant Simpson

Future Funds Pty Ltd

1 Review
39 Yrs Experience
Mona Vale, NSW 2103

Recent reviews

Future Funds Pty Ltd

Suite 302, 20 Bungan Street
Mona Vale, NSW 2103

Opening hours

  • 10:00am – 1:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1985
  • Years of experience 39
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Future Funds Pty Ltd uses agreed flat fees for initial advice to clients. These are generally determined and discussed at the first, no cost, meeting and are based on the complexity of a clients circumstances. Clients do not need to make a decision about proceeding further at that meeting. With ongoing service arrangements, we allow clients to nominate their preference for flat or asset based fees. Clients can also elect the level of ongoing contact they prefer and switch between options as their needs or preferences change.

Licensed by

Advice Evolution

AFSL 342880