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 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
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.
Why clients work with us
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.
Private Wealth Coordination (Premium)
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)