Very comprehensive advice for our retirement. Grant and the team made the process easy.
Future Funds Pty LtdSuite 302, 20 Bungan Street
Mona Vale, NSW 2103
- 10:00am – 1:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1985
- Years of experience 38
- Master of Financial Planning
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.