Robert Fairlie

Welcome to Future Financial Planning, a firm dedicated to assisting you in planning for your future. We are located at 41 Queen Street, Warragul VIC 3820. You can reach us by phone at 03 5622 3005 or via email at info@futurefinancial.net.au. Future Finanical Planning Pty Ltd is a Corporate Authorised Representative of Nextplan Financial Pty Ltd, ABN 24 167 151 420 AFSL No 452996.

Our Philosophy

At Future Financial Planning, we are committed to building a secure financial future for our clients and their families. We believe that sound strategic advice, tailored to each individual's unique circumstances, is the key to achieving this goal. Our team is experienced, qualified, committed, and professional, and we are dedicated to providing you with the best possible service.

Meet the Team

Rhys Fairlie, Financial Planner and Practice Principal, has been in the financial planning industry since 2012. He has completed the Planner Essentials Program through AMP Horizons Academy and holds an Advanced Diploma of Financial Planning. Rhys specialises in Retirement Planning, Financial Planning, Insurance, and Superannuation, and can provide general advice in small business, investment planning, estate planning, wealth management, debt management, and wealth protection. Growing up, working, and being involved in sporting clubs locally has given Rhys a good understanding of the area and what it takes to help clients reach their goals.

Michelle Fairlie, Practice Personal Assistant, offers a solid support structure to the practice and ensures the smooth day-to-day running of the business. With over thirty years of experience within the financial services industry, Michelle has a great understanding of the industry and how it works. Her local roots give her a deep understanding of the local people and the importance of solid financial advice.

Advice Process

At Future Financial Planning, we follow a clear and defined advice process. We take the time to understand your financial situation and goals, and then provide you with tailored advice to help you achieve them. We will explain the advice process to you clearly and ensure that you have a complete understanding of the advice and how it will help you.

FSG

Our Financial Services Guide (FSG) contains important information about the services we offer, how we are remunerated, and our internal dispute resolution procedures. You can access our FSG by clicking here.

Our Services

We offer a comprehensive range of financial planning services, including:

*Superannuation: * We can help you understand your superannuation options and make the most of your retirement savings.

*Investment Planning: * We can provide you with investment advice tailored to your individual needs, risk tolerance, and financial goals.

*Retirement Planning: * Our retirement planning services are designed to help you make the most of your retirement years and ensure that you have the income you need to live the lifestyle you want.

*Personal Insurance: * We can provide you with advice on personal insurance, including life insurance, income protection insurance, and total and permanent disability insurance.

*Help Centre: * Our help centre provides answers to common financial planning questions, as well as a range of calculators to help you make informed financial decisions.

What to Expect

When you choose Future Financial Planning, you can expect:

*Expertise: * Our team has the knowledge and experience to provide you with the best possible financial advice.

*Personal Service: * We take the time to understand your unique circumstances and provide you with tailored advice.

*Transparency: * We are open and transparent about our advice process and remuneration.

*Reliability: * We are committed to providing reliable, trusted, and proven financial planning services.

When Can We Help?

We can help at any stage of your financial life, whether you are just starting out, planning for retirement, or looking for ways to make the most of your existing investments.