“No matter how astute you are, it pays to get professional advice to organise your finances.”
Futurum Financial Planning is a boutique, professional financial services company located in the heart of Sydney and the Canberra CBD.
Futurum Financial Planning offers a comprehensive range of financial services in an affordable and easy to understand format, delivered by a team of high calibre advisers who are happy to share their knowledge and expertise.
A new concept in financial planning focused on more than just investments and returns. This is a financial planning company focused on your future goals and a true "fee for service" financial planning organisation that will put strategy first and product second.
“George has provided consistent advice about saving and investment over many years that is tailored to our needs. He recognises our philosophy in terms of investment and provides a range of options for us to choose from. George is always happy to take the time to explain various strategies”
Why would i need a financial planner
If you could achieve your financial goals by simply putting money away in the bank, you wouldn't need a financial plan.
Unfortunately, life is a little more complex - it's hard to understand the intricacies of investment, taxation and ever-changing rules and regulations, so you need professional help.
Yet many of us resist seeking advice, as if our financial future weren't just as important as our health or our children's education.
We often decide to manage our financial affairs ourselves, or leave it to someone we know, which is a bit like buying vegetables from the butcher's.
Financial Planning is a specialist profession and you should make sure that you're getting advice from a properly qualified person.