Building Wealth

Our advice and consultancy services help you leverage success and grow your wealth.

We will work with you implement strategies that embrace opportunity and avoid unnecessary risks, thereby enabling you to live your life by design.

Wealth Management

Investment Strategies

Building your wealth and creating passive income through investment is an integral part of our advice. Our fully-customised investment strategies address potential opportunities for safe investing, asset allocation, ownership and structures.

Superannuation Investment Strategies

Superannuation is a powerful tool for building wealth.

Risk Management

Everyone has a different attitude towards risk. When it comes to investing, it is important to consider your risk profile. Understanding your personal risk tolerance will help us choose the appropriate strategies to best deliver the outcomes you are looking for.

Financial Modelling

This involves testing scenarios with you and developing tailored portfolios based on a potential range of realistic outcomes. It is a comprehensive process that best matches your objectives with the appropriate strategies.

Business Advisory

We partner with a range of businesses including  professional partnerships, small to medium sized enterprises, and family owned businesses.

Future Gen offers advice on business structuring and restructuring, financial structuring, down-sizing and up-sizing, financial growth and development, asset allocation, and risk insurances.

Our innovative solutions are proven to create efficiencies, keeping your business one step ahead of the competition and achieving a real difference to your bottom line.

By partnering Future Gen, you are ensuring that you and your business reach your full potential.

Risk Insurance

Protecting you and your loved ones financially is of utmost importance to us. Therefore, finding the right level of Insurance cover for you is a vital part of our financial advice.  Depending on your individual circumstances, we look at general insurance, as well as life, disability, business liability,  income and trauma protection insurance (or other forms of insurances if appropriate) to form part of your protection plan.