Reaching Success

Ongoing Advice

Just like getting fit, you can’t go to the gym once and expect to be fit for life. The real value in financial advice is created by frequently revisiting your plan and making necessary adjustments as your life changes.

Our clients love our ongoing membership packages. We’re committed to providing real help in real time to ensure you can achieve peace of mind and confidence about your financial future.

  1. Keep on Improving

    To keep your financial affairs performing at their best, they need an expert eye cast over them on a regular basis.

  2. A helping hand

    Whether it’s direction, guidance, a helping hand, a firm word or an honest opinion, we make it happen.

  3. Stay in the know

    Financial issues have become extremely complex and legislation changes regularly. We’ll help you understand what important and what’s not.

  4. We’ve got your back

    While your doing your thing, we are actively involved in keeping what’s going on behind the scenes under control.

  5. On call service

    If you need to talk, discuss something sensitive, raise an issue or make a decision (big or small), give us a call.

  6. Don’t miss a thing

    We have our eyes on the ball, keeping tabs of what’s going on and what’s coming up that may impact you. We’ll be the first to let you know.

  7. Keeping it simple

    We want you to understand and learn better financial skills. We go the extra mile to ensure you understand and know where and what your money is doing. We won’t crowd our recommendations with technical jargon. If you are ever confused about something you’ve heard or have been told, you know you can ask us for a clear explanation.

Ongoing Advice Memberships

Under 25s Unlock Achieve Succeed
Financial Plan Review Frequency Annually Annually 6-Monthly Quarterly
Implementation of Financial Plan
Administrative Assistance
Continual Investment Portfolio Management
Cashflow Management Tracking through MyProsperity (Pro)
Access to your Personal Advice Portal
Inclusive Personal Insurance Claims Support
Free Access to our Coaching Seminars
Access to our Key Community Network
Single-Entity (Trust, SMSF, Company) Continual Support
Multi-Entity (Trust, SMSF, Company) Continual Support
Membership Cost Please contact us to see which package is for you

Package Includes:

  • Annual Financial Plan Review Frequency
  • Implementation of Financial Plan
  • Administrative Assistance
  • Continual Investment Portfolio Management

Please contact us to see which package is for you.

Package Includes:

  • Annual Financial Plan Review Frequency
  • Implementation of Financial Plan
  • Administrative Assistance
  • Continual Investment Portfolio Management
  • Cashflow Management Tracking through MyProsperity (Pro)
  • Access to your Personal Advice Portal

Please contact us to see which package is for you.

Package Includes:

  • 6-Monthly Financial Plan Review Frequency
  • Implementation of Financial Plan
  • Administrative Assistance
  • Continual Investment Portfolio Management
  • Cashflow Management Tracking through MyProsperity (Pro)
  • Access to your Personal Advice Portal
  • Inclusive Personal Insurance Claims Support
  • Free Access to our Coaching Seminars
  • Access to our Key Community Network
  • Single-Entity (Trust, SMSF, Company) Continual Support

Please contact us to see which package is for you.

Package Includes:

  • Quarterly Financial Plan Review Frequency
  • Implementation of Financial Plan
  • Administrative Assistance
  • Continual Investment Portfolio Management
  • Cashflow Management Tracking through MyProsperity (Pro)
  • Access to your Personal Advice Portal
  • Inclusive Personal Insurance Claims Support
  • Free Access to our Coaching Seminars
  • Access to our Key Community Network
  • Single-Entity (Trust, SMSF, Company) Continual Support
  • Multi-Entity (Trust, SMSF, Company) Continual Support

Please contact us to see which package is for you.

Frequently Asked Questions

Can I pay for my advice via my superannuation fund?

We may be able to partially or fully charge your initial and ongoing advice fees via your super. However, some superfunds do not allow for Adviser fees to be charged. We will need to assess this on an individual basis.

Are these fees tax deductible?

Our ongoing advice fees are generally tax deductible. However, the initial Financial Plan fee is not.

My adult children are also interested in financial advice. Do you offer family packages?

Yes we do! In fact, our family packages are significantly discounted. Contact us to find out more.

Testimonials

Thank you does not seem enough to say to you both but a BIG thank you anyway. I feel so very safe in the hands of Daniel and your personally selected staff at Future Key Financial. You guys are awesome.

I feel secure in the financial advice you give me. The quarterly reviews are very informative, detailed and reassuring that we are heading in the right direction for my financial future. It is comforting to know that your staff are always available to assist me whether that be via personal contact, a phone call or an email. I find staff are very knowledgeable and resourceful.

How lucky am I to be a client of Future Key Financial.

Chris O'Keeffe

Emily is amazing! I never thought about seeing a financial advisor because I thought I had a good enough saving/investment plan myself, but Emily has given such great advice and helped so much throughout the entire process. Highly recommend.

Danni Bretzke

Invest in your future today and book your FREE consultation!

Book Now

Daniel Mathers is an authorised representative (1238174) of Hunter Green Pty Ltd (AFSL 225962). Emily Matthews is an authorised representative (1261200) of Hunter Green Pty Ltd (AFSL 225962). Future Key Financial Pty Ltd ACN 608 953 840 is a Corporate Authorised Representative (1238170) of Hunter Green Pty Ltd (AFSL 225962). The information on this website contains general information and does not take into account your personal objectives, financial situation or needs. We recommend that you seek for specific financial advice if you require advice that takes into account your personal circumstances.