1800 836 240
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PRIVATE WEALTH ADVICE and planning for

HIGH INCOME CLINICIANS + High Net Worth Professionals.

Create clean plans with ongoing oversight.

Futurevest builds and manages a coordinated strategy across:

•Superannuation • Investments • Insurance • Retirement & Estate Planning•

So your money decisions are synced.

PRIVATE WEALTH STRATEGISTS

Matthew Bazzica, Futurevest Founder is awarded the Adviser of the Year award by PGW Financial Services

Futurevest Private Wealth

Since 2008, we have operated as a privately owned firm, focused on delivering client-first advice.

We prioritise transparency and the careful management of conflicts, and we build long-term relationships grounded in trust.

Request a Private Consultation

Portfolio Review

For: Professionals with $250k+ investable assets (incl. super) who want clarity. You get: review of what you own, risk alignment, fee check, gaps found, written recommendations.
Book a Portfolio Review

Retirement Readiness Session

For: 45+ or within 10 years of retirement. You get: super strategy, contributions plan, drawdown approach, income modelling discussion, next steps.
Book a Retirement Session

Private Wealth Coordination (Premium)

For: Complex households, practice owners and high-income business owners. You get: coordinated strategy with accountant/solicitor, structuring alignment, estate coordination, investment oversight.
Book a Private Consultation
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OUR PROCESS

Experience and Results

Why Choose Us

We deliver Clarity not Complexity

01

honest

Forget financial jargon, we deliver clear and understandable plans so we’re all on the same page.

We make money FUN, who would have thought?!

02

reliable

We’re here when you need us, providing guidance and clarity every step of the way.

A clear understanding means comfort and peace of mind.

03

trustworthy

Simple, tailored strategies to help achieve your desired outcomes.

We strive for your success; we are your A-Team.

WHAT WE HELP YOU DO

• Build Wealth
(investments + strategy)

• Protect The Plan
(insurance + risk management)

• Optimise Retirement
(super + retirement modelling)

• Leave a Legacy
(estate planning coordination)

• Complex Households
(private wealth coordination)

SCHEDULE A CHAT

“Wealth is the ability to
fully experience life."

Henry David Thoreau