Futurevest provides tailored financial solutions for high-net-worth individuals and their families.

Grow, protect and pass forward your wealth.

We're Glad You're Here

Let's Create YOUR Financial Future

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.

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.

I Don’t Know Where to Start

This is the case with anything new. Initially, all we want to do is get a great understanding of your situation, what your ideal outcome is and from there we will be able to identify what your issues are and provide the necessary solutions to your needs.

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.

“Wealth is the ability to
fully experience life."

Henry David Thoreau

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."

"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."

"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."

PRIVATE WEALTH STRATEGISTS