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Future Needs Financial Planning
- Financial Services
- Mount Waverley, VIC
About this business
Looking for a financial adviser in Melbourne? Our financial planning business can help you reach your financial goals. With expert advice and personalised strategies, we’ll guide you through investments, retirement planning, and more. Trust us to help you secure your financial future.
Location details
1 Ricketts Rd, Mount Waverley, VIC, 3149, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
At a time of great stress around ageing parents and loss of loved ones, my engagement with Nav at Future Needs has been very reassuring. It is a complicated time dealing with Estates as well as the Aged Care system. Nav and Future Needs took the time to listen, understand and help formalise a plan going forward as well as providing support to engage and create a suitable structure to support them. Highly recommend Nav and Future Needs when considering financial advice requirements
Planning my finances as the kids grew became very confusing and hard to achieve. Nav and his team from The Future Needs financial planners are quick and excellent in providing tailored plan that suited me and my financial situation. Their research, planning execution and client engagement are highly recommended. I feel supported and empowered!
I’ve known Nav for well over 10 plus years and throughout this time he has always demonstrated to me to be a very reliable, honest & trustworthy professional. His financial planning knowledge, skills and expertise surrounding Investment, Retirement Planning and Self-Managed Super funds are second to none. He has excellent people skills and always puts his client’s needs first and foremost to make sure they are confident and comfortable with his advice. I would certainly recommend Nav to anyone who is seeking Professional fin... read more
I have known Nav from Future Needs for more than 15 years now and he has been of great service throughout this period. Nav steps out of bounce and move as a "Friend" than a "Consultant" so we get that highest level of confidence with his services. His advise and suggestions has been good and as he is easily approachable, it makes things move faster and I got better results as expected. Highly recommend Nav, if you are looking for a Financial Planner.
I have been a client of Nav and the team at Future Needs Financial Planning for over ten years, and I have been consistently extremely happy with the highly personalised and client-centric service provided. I’d had a few financial advisors in the past, but wasn’t overly satisfied with the service offered. I wanted to work with someone who would understand me as an individual - my life, my circumstances, needs and goals. Once I met Nav and engaged his services, I knew I had found the right partner with Future Needs Financial... read more
Frequently asked questions about Future Needs Financial Planning
How is Future Needs Financial Planning rated?
Future Needs Financial Planning has a 5 star rating with 20 reviews.
When is Future Needs Financial Planning open?
Future Needs Financial Planning is open now. It will close at 5:00 p.m.
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