1800 836 240

PRIVATE WEALTH STRATEGISTS

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

PRIVATE WEALTH STRATEGISTS

Tailored financial solutions to protect, grow, and pass forward your wealth, crafted exclusively for high-net-worth individuals and families.

How Can We Help?

Your Financial Future

futurevest

At Futurevest, your wealth tells a story of success, legacy, and future generations. 

As your dedicated Private Wealth Strategist, we provide bespoke financial planning designed to protect, grow, and efficiently transfer your assets with expert care and discretion. Experience a proactive partnership built on trust, clarity, and personalized insight.

 

 

Key Benefits:

  • Bespoke wealth preservation strategies that safeguard your assets across all market conditions
  • Expert tax optimisation to maximise after-tax returns and safeguard wealth
  • Comprehensive estate and philanthropy planning thoughtfully aligned with your values and legacy goals
  • Discreet, personalized consultations focused exclusively on your unique financial journey

Schedule your private consultation to begin protecting and growing your wealth with Futurevest.

SCHEDULE A CHAT

“More People Should Learn To Tell Their Dollars Where To Go Instead Of Asking Them Where They Went.”

Roger Babson, Found Of Webber And Babson Colleges

Financial Consultant

Planning for your financial needs

Futurevest aims to empower you to make sound financial decisions. 

We are proud to offer experienced team members who build strong, long-lasting personal relationships with you.

We specialise in helping a diverse range of clients understand their finances and goals.

See All Our Services

Wealth Preservation

Preserving wealth across generations requires proactive strategies tailored to mitigate risk. We build resilient portfolios with sophisticated asset protection.

Tax Optimisation

Maximise returns by reducing liabilities. We stay ahead of regulatory changes to give you an advantage.

Estate Planning

Craft meaningful legacies that ensure your wealth transfers efficiently and purposefully across generations.

Superannuation

Ensuring your funds are allocated to produce an income stream for you when you retire

Retirement Planning

How much do you need to retire? We help you identify the life you need

Insurances

Identifying the right kind of insurances and benefits you require for your stage of life

Family Offices

From our bespoke Family Office we coordinate trusted advisors and craft customised frameworks that reflect your family's unique values and long term aspirations.

“Wealth is the ability to
fully experience life."

Henry David Thoreau

Financial Freedom

Helping You Every Step Of The Way

We pride ourselves on providing our clients with a fresh perspective to your financial affairs.

LET'S TALK

What People Say About Us

Client Reviews

"Matthew has been very clear and helpful in making me aware of all the different insurance options available and how to best structure these based on my situation. He has helped tidy my super affairs and helped with formalising a retirement plan moving forward."
Lorna
"Matt presented me with solid, easy to understand advice on how to grow my super along with tailoring appropriate insurances for my circumstances. I find Matt to be knowledgeable, approachable and an all-round nice guy. I feel that my future is secure having Matt Bazzica as my financial planner. Thanks again Matt."
Matthew
"Matt was very helpful with giving us the understanding on what options we had with our insurances and has guided us in setting up the appropriate super fund. Our estate planning needs have also been taken into account. I highly recommend Matt."
Peter

"If you don't take care of your money your money won't take care of you."

Mac Duke The Strategist

OUR PROCESS

supporting a community

Giving Back

We are proud to be partnered with The Hope Initiative organisation, who do wonderful things for women in need.

Their organisation helps support certain Australian Charities, buy much needed products for individuals from unfortunate circumstances, mostly not by choice.

LEARN MORE ABOUT THE HOPE INITIATIVE