Future Financial Services

Financial Planning

Future Financial Services

02 4704 8585
Suite 9 488 High Street Penrith

About Us

If it's important to you, it's important

At Future Financial Services we help people to identify what is most important to them, which we turn into goals and then create plans to achieve those goals.
All of us have things, big and small, that we would like to achieve now and, in the future. If it is important to you, it’s important.
We have a whole range of tools and techniques to identify what is important to you and more importantly how we utilise your income and assets to achieve it.
Financial planning isn’t just about budgets, superannuation and saving tax (although this is part of what we do), it’s about using the money you have as effectively as possible to focus on what is most important to you. It is about reducing meaningless spending and inefficiencies and directing those funds to meaningful spending, whatever that looks like for you.
As our Principal Financial Planner, I have helped clients in varying financial situations for over 20 years, and I still get excited when I help a client achieve a goal. Listening to clients passionately explain to me a place they have always wanted to go or describing the coastal town where they dream of retiring and putting together a plan to make it happen is so rewarding. Seeing the client achieve it is amazing.
When developing plans and strategies we use our expertise in Superannuation, Taxation, Investment planning and Centrelink to increase the efficiency of how we use our income and assets. These efficiencies can make a huge difference.
We combine this with our knowledge of the different types of investment and spending behaviors and traits to make sure that the strategies are appropriate for the goal and the individual.
Arranging finances can be intimidating. There is lots of complicated legislation especially when it comes to things like Superannuation or Centrelink. Some goals seem so far away it feel like it is almost impossible to achieve. Sometimes you just don’t know where to start.
Its our job to guide you through this process.

Our Services

  • Retirement Planning
  • Wealth Creation
  • Superannuation Advice
  • Investment Advice
  • Insurance planning
  • Business Succession Planning
  • Aged Care Advice

Customer Reviews

I have known Alex McKenzie since he was a young boy. The time arrived when I was in need of financial advice and rang Alex. A short time after an initial meeting with my husband and me, Alex presented us with an excellent financial plan. The future no longer looked bleak. As close as a phone call he keeps us in the loop and reassures us when we need it. Now we know where we are with our financial future. Thank you Alex for your attention to detail and on going advice.
Dianne Egan |
Alex has been our advisor for nearly 10 years and over that time we have seem him on a regular basis to review our superannuation and prepare us for retirement. He has given us advice on salary sacrifice and suggested we use a transition to retirement strategy, both of which reduced our tax and increased our super significantly, even with the GFC. Now we are looking to retire in the near future and we are confident we have enough savings to enjoy the retirement we want.
Bob & Kerry Jess |
With a growing family and increasing commitments, the need to have financial peace of mind is important. Future Financial Services provided my wife and I with help and advice in our insurance and superannuation needs. We now have the right cover for our particular circumstances which provides me with a great level of comfort.
Gerrad Hennessy |

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