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Future Needs Financial Planning
- Finance
- Mount Waverley, VIC
About this business
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 |
We started our financial planning later than we would have liked, but Nav made retirement feel achievable and safe. His advice was tailored to us, and he genuinely cared about our goals. After our session, we left with a clear plan and new optimism. Even though we began planning closer to retirement, it's comforting to know you can start any time. Nav’s expertise helped us avoid risky choices and gave us confidence in our financial future. We appreciated his personalized approach and are thankful for his help. If you're loo... read more
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
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
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 21 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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