Future financial is a boutique financial planning business, Alex McKenzie is the principle advisor. Future Financial Services offers advice in relation to wealth creation, Superannuation and Personal Insurance advice
Broad Advice Areas
Retirement & Pre-Retirement planning
Superannuation
Insurance
Wealth creation
Business strengths
The business a Certified Quality Advice Practice (CQAP), this is awarded by the Financial Planning and is only awarded to those practices providing the highest level of advice. In order to qualify a CQAP, advisers must have the highest possible educational qualifications, access to quality research, the best modelling software and upheld to the highest compliance standards. This is the highest rating of financial advice practices in the industry.
As a boutique financial planning practice, I'm able to offer a personalised service, adaptable to the individual. I know all my clients and am familiar with there circumstance, clients are always able to deal with the same person every time, the larger organisations are unable to provide this personal advice.
The business is licensed through Charter, and are independent with no obligations to product providers, this ensures the product recommended is the most appropriate to the client.
I provide " plain English" advice and work on the principle setting realistic expectations and outcomes. I like to ensure the client fully understands the advice provided and isn't confused by technical terminology.
Target Clients
My clients are typically "mum's and dad's" as opposed to high net worth clients.
retirees and those approaching retirement
Young families, particularly those with mortgages
Self Employed
Professionals with excess cash flow or savings goals.
- Category:
- Bank/financial services