What's important about money to you?


We don't start with your bank statements or investment needs but with your goals and values. Why you want to achieve your goals is where every first interview should start as Financial Planning is more than just about managing your money. Futurum Financial Planning aligns your financial choices with your most important goals and your most deeply held values and works with you to put your entire financial house in perfect order and keep it that way forever. 

You don't need a large bank balance to work with Futurum, only a deep desire to organise and take control of your financial situation with Futurum taking the role of your financial coach. You can have the highest level of confidence that no matter what happens in the markets, the economy, or the world, that you will still have a plan for achieving your goals.

George is always accommodating about meeting and never makes us feel rushed during. George follows up on issues and makes it as easy as possible to prepare documentation. In fact, George unravelled a horrible mess in setting up our SMSF left by our previous advisor. We appreciate George’s good humour and find him to have high integrity with his advice, which he does not give lightly if he is unsure.
— Enrico, long-term client


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