Future Gen Solutions

IT’S YOUR FUTURE. We help create financial certainty. We help you grow your wealth. Let’s get your finances in order. We help you plan for retirement.

Future Gen Solutions is a leading edge accountancy, financial advisory and consultancy practice with over 20 years experience in the integration of financial advice, wealth management and business succession planning.

Whether you’re trying to buy your first home, sell your business, grow your wealth, leverage your current success to secure a better future or create a legacy for those you love, Future Gen Solutions can help you understand what’s possible and provide the tools to close the gap between where you are now and where you want to be.

We work with clients in Brisbane, the Gold Coast, Sunshine Coast and surrounds. Contact us today to book your no-cost, obligation free initial consultation. Wondering what to expect from your initial meeting?

WHAT OUR CLIENTS SAY

We have just completed our first full year under the guidance given to us by Murray Wilkinson and his team.  We can honestly say this move is possibly the best thing we have done in regard to our financial future.  We feel totally comfortable now, having just completed our review, that our financial future is on a sound basis.   We find Murray and his team exceptional in delivering and extremely professional and personal approach. 

CoupleToowoomba, Qld

We have been with this company for 25 years. We have had the usual ups and downs of life, financial stress and crisis, all of which have been successfully managed with the outstanding financial advice of Future Gen. They see us as people, a family, as changing individuals with ever changing circumstances and we have been securely negotiated through all events with not only good financial advice but more importantly, caring compassionate, motivate people. The Future Gen team have taken 2 people who understand or care little about margins and rates, moulding and explaining a plan that will realise our financial ambitions.

Caroline & Phil

I’ve completed three Ironman triathlons, three marathons, and countless shorter distance running events.  I feel that I’m healthy, fit, and in great shape for my age, so it was with some surprise that when Murray and the Future Gen Solutions team suggested Trauma cover I almost scoffed at the idea.  After recently surviving bowel cancer I now consider their advice life changing.  The protection afforded by the payout enables me and my family to have choices if any future health concerns come our way.  We can’t thank Murray and the team enough.

IndividualBrisbane, Queensland

We have been with Murray Wilkinson for more than 20 years. In this time we have paid off our home, improved our lifestyle with many overseas holidays, purchased cars, etc and assisted our family, all the while building our wealth and planning for our retirement so we can be independent and secure. Murray and his team have always been helpful and understanding of our changing situation. We successfully survived the GFC in a great position for growth. We look forward to a continued relationship for many more years.

Small Business OwnerSunshine Coast, Queensland

We love the ‘cradle to the grave’ type approach to our finances that is flexible and realistic, thus being able to achieve realistic goals.  The service, advice, and obvious caring attitude is second to none and we feel that Murray and his team have our best interests at heart. To the extent that we are more then happy to refer friends and associates without question.

Business ExecutiveBrisbane, Qld

OUR FOUNDATION ACCOUNTING AND FINANCIAL PLANNING SERVICES

IDENTIFICATION OF GOALS

Having an objective facilitated discussion on what is important to you now and moving forward is important, regardless of the phase of life you are in.The outcomes need to be distilled into agreed prioritised objectives that are both achievable and measurable.

FINANCIAL MODELLING

Financial Modelling is essential to understand what is possible or not possible. Once a solution is agreed the financial modelling provides the benchmarks to measure your performance. This business planning approach has successful application at a personal and business level.

CASHFLOW MANAGEMENT

Understanding where your money goes is a critical first step in managing debt, saving, and building wealth. We’ll work with you to create a realistic budget and develop cashflow structures to help you to manage income, expense reporting and benchmarking.

DEBT AND CREDIT

We identify the best way for you to save money on your personal or business debt, and recommend a loan structure to suit your objectives. From car and equipment financing to home loan finance, there is a solution for most circumstances.

TAXATION AND ACCOUNTING

The integration of taxation management into financial planning is vital for a total solution. we incorporate the services of Future Gen Accounting, which provide Individual, Business and SMSF taxation and accounting services to our clients.

SELF MANAGED SUPERANNUATION

We offer custodial SMSF services to Trustees who seek to operate an SMSF but wish to unburden themselves of the admin and accounting functions. We also advise on whether an SMSF is appropriate for you and implement the solution.

SUPERANNUATION

We help you maximise your superannuation based on the right level of contributions and tax concessions available.  We aim to work with your existing superannuation provider but if that solution is not acceptable, we have a number of public offer solutions available.

INVESTMENT SOLUTIONS

In a volatile investment environment it is essential to keep an eye on the long term, while keeping a “weather eye” on changing circumstances. We work with clients to understand their appetite for “risk” and facilitate investment solutions to meet these outcomes.

LIFE INSURANCE

Protecting you and your loved ones financially is of utmost importance.  Life insurance is a corner stone of any financial solution. We offer income protection insurance, business expense insurance, life and total and permanent insurance and trauma (critical illness) insurance.

ESTATE PLANNING

A well thought out estate plan is central to protecting those you love.  We facilitate the process of planning your Estate distribution to ensure the right assets reach the right people at the right time. We work together with Legal Practitioners qualified in estate planning to reach a solution.

BUSINESS COACHING

The Business Founder has been involved with business owners for the majority of his career and provides a service as an ex officio at a Board level or works with the owners of small to medium enterprises to develop strategies for the achievement of their business and personal aims.

BUSINESS SUCCESSION

We work with business owners to plan for the day when they will seek to realize their business interests or seek to “annuitise” their business so it provides an ongoing income stream into retirement.  It takes careful planning to unlock the value you have worked so hard to create.

The decisions you make today provide the opportunities for the future. We invite you to meet with us for a no cost, obligation free meeting.

General Advice Disclaimer:

The information provided on the Future Gen Solutions website has been provided as general information only. In preparing this information, we have not considered your financial circumstances, needs or objectives. Before making a decision, you need to consider if this information is appropriate to your own financial situation, objectives and needs. You may need to seek the assistance of your Future Gen Solutions adviser or obtain your own professional advice to help you make a decision on whether this information is appropriate to your needs, objectives and circumstances.

Whilst all care has been taken in the preparation of this general information and material, no warranty is given in respect of the information provided and accordingly neither Future Gen Solutions nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

This website may have links to other web sites, which are operated by third parties. Future Gen Solutions does not endorse or approve information or material contained on those websites. Further Future Gen Solutions does not make any warranties or representations regarding the content of such third party information. Before taking any action based on the information on these sites we recommend you seek independent professional advice.