Future Needs Financial Planning - Mount Waverley (VIC)

5 /5 Neelima Jatavallabhula: 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!

5 /5 George Vine: 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 financial Planning advice. George

5 /5 Rahmath Dawoodh: 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.

5 /5 Michael Scammell: 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

5 /5 Andrea Morris: 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 Planning and I haven’t looked back since. Nav and the team have been there for me through the good times and the difficult times. Nav has watched my young son grow into a young man. He and the team have always put my needs, circumstances and objectives first, and have without exception, gone above and beyond to help me achieve my short, medium and long term financial security. Nav and the Future Needs team possess extremely strong knowledge of financial markets, retirement planning and insurance, along with the regulatory frameworks governing these complex sectors. Whether we are reviewing my portfolio, discussing insurance needs or changed circumstances or goals, the team always use their expertise to tailor solutions and services unique to me, explaining everything clearly and ensuring that I am 100% satisfied. They are extremely professional, ethical, respectful, honest, trustworthy and personable. Nav and the Future Needs Financial Planning team have consistently provided me with the highest level of financial services, guidance and support for over ten years and I am grateful to have such a capable and trusted partner who cares about me, my family and our financial security.