Future Financial Services 488-490 High Street, Penrith, New South Wales 2750

Welcome to Future Financial Services, located at 488-490 High Street in Penrith, Australia. We are a reputable establishment in the finance industry and a point of interest for individuals seeking expert advice on retirement planning, wealth creation, superannuation, and insurance planning.

At Future Financial Services, we pride ourselves on being a boutique financial planning firm that prioritizes personalized and easy-to-understand advice. We understand that our clients go through various life stages, and we are dedicated to providing them with the knowledge and experience necessary to navigate the complexities of financial planning.

Our team, led by Alex McKenzie, has been providing financial advice since 2002, serving clients in diverse situations for over 15 years. We specialize in understanding the legislation and strategies surrounding superannuation, insurance, investments, taxation, and Centrelink. This expertise allows us to offer quality advice tailored to help you achieve your unique financial goals.

One area we excel in is providing guidance on Self-Managed Super Funds (SMSFs). While SMSFs have gained popularity in recent times as an excellent vehicle for managing retirement assets, we believe that they may not always be the most appropriate structure for every Australian. Unlike others who may benefit greatly from recommending an SMSF, our focus is on what is truly best for our clients. We take a comprehensive approach and carefully assess each individual's circumstances to determine the suitability of an SMSF.

At Future Financial Services, we understand that financial planning is not just about spending less. It is about directing your income towards what truly matters to you. We believe in meaningful spending and helping you allocate your resources to the things that bring you joy and fulfillment. Whether it's attending a concert or investing in experiences that enhance your life, we aim to guide you in reducing unnecessary expenses and maximizing the value you derive from your spending.

Future Financial Services is an authorized representative of Infocus Securities Australia Pty Ltd, holding an AFS Licence No. 236523. Our commitment to providing exceptional financial advice is reflected in our dedication to upholding the highest industry standards.

Contact us today to schedule a consultation and let us assist you in achieving your financial goals.