PRIVATE WEALTH ADVICE for
HIGH INCOME CLINICIANS and HNW professionals with $1M–$3M+ investable assets, or the trajectory to get there.
Clear Strategy, actively managed.
Futurevest builds and manages a coordinated strategy across:
•Superannuation • Investments • Insurance • Retirement & Estate Planning•
So your money decisions are synced.
PRIVATE WEALTH STRATEGISTS
Award Winning Advice
Futurevest adviser Matthew Bazzica was named PGW Financial Services Adviser of the Year
(2025).
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.
The Problem We Solve
You didn't get a normal run-up to wealth.
Years of training delayed your earning, HECS or practice debt ate into your twenties and thirties, and now that the income has arrived, so has the complexity — practice ownership decisions, locum or fluctuating income, indemnity exposure, PAYG v company structures, and a shrinking window to build enough super and outside wealth before you want options over your time.
Most financial advice is written for a linear career. Yours isn't. That's the gap we work in.
Years of training delayed your earning, HECS or practice debt ate into your twenties and thirties, and now that the income has arrived, so has the complexity — practice ownership decisions, locum or fluctuating income, indemnity exposure, PAYG v company structures, and a shrinking window to build enough super and outside wealth before you want options over your time.
Most financial advice is written for a linear career. Yours isn't. That's the gap we work in.
Two stages, one relationship
Building phase ($1M+): Structuring income, maximising super and tax efficiency, protecting your
ability to earn, and building investable wealth outside your practice while your earning years are at
their peak.
Preserving & transitioning phase ($3M+):
Practice succession and sale structuring, multi-generational wealth transfer, sophisticated tax and trust structures, and turning accumulated wealth into a legacy, not just a balance.
Proof Points
• 18+ years advising high-income professionals and their families
• $880M+ in client assets under advice
• 60% of new clients come through existing client referrals
Preserving & transitioning phase ($3M+):
Practice succession and sale structuring, multi-generational wealth transfer, sophisticated tax and trust structures, and turning accumulated wealth into a legacy, not just a balance.
Proof Points
• 18+ years advising high-income professionals and their families
• $880M+ in client assets under advice
• 60% of new clients come through existing client referrals
Why clients work with us
We specialise, we don't generalise.
Every strategy we build accounts for the realities of clinical and professional income: irregular cash flow, practice or partnership structures, indemnity and income protection needs specific to your field, and the tax and super opportunities that come with a compressed, high-earning career. One coordinated plan, not five disconnected products.
Super, investments, insurance, tax and estate planning are usually handled by different people who never talk to each other. We build it as one strategy from the start, so decisions in one area don't undo progress in another.
Long-term relationships, not transactions.
Founded in 2008, Futurevest has spent over 18 years building strategies with professionals and their families — through practice sales, partnership changes, market cycles, and the transition from building wealth to living off it.
Direct access to experienced advisers.
You deal with people who have advised hundreds of HNW professionals and their families, not a call centre or a junior adviser learning on your file.
Every strategy we build accounts for the realities of clinical and professional income: irregular cash flow, practice or partnership structures, indemnity and income protection needs specific to your field, and the tax and super opportunities that come with a compressed, high-earning career. One coordinated plan, not five disconnected products.
Super, investments, insurance, tax and estate planning are usually handled by different people who never talk to each other. We build it as one strategy from the start, so decisions in one area don't undo progress in another.
Long-term relationships, not transactions.
Founded in 2008, Futurevest has spent over 18 years building strategies with professionals and their families — through practice sales, partnership changes, market cycles, and the transition from building wealth to living off it.
Direct access to experienced advisers.
You deal with people who have advised hundreds of HNW professionals and their families, not a call centre or a junior adviser learning on your file.
Experience and Results
Why Choose Us
We deliver Clarity, not Complexity
01
Advice First
Recommendations based on your goals, not a product agenda.
02
Full execution
We manage implementation and coordinate your accountant, broker and solicitor.
03
Discretion and accountability
Confidential relationships, with ongoing reviews to keep your strategy on track.
A financial strategy built around how clinicians and professionals actually earn, not a generic template.
Book a private, no-obligation conversation about where you are now and what the next stage of your
wealth should look like.