Future Needs Financial Planning - Mount Waverley, Victoria

Neelima J.

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!

Michael S.

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

George V.

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

Andrea M.

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.

Rahmath D.

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.

albyald

Navjeet and his team come highly recommended. We have always found them to be very approachable and personable which makes for an easy conversation when discussing our financial needs. Along with there financial knowledge and expertise we feel safe in there very capable hands as we transition to retirement.
We always feel comfortable when asking for advice and if we have any questions Nav will always respond in a timely manner.

Alan & Sally.

roy C.

I have known Navjeet Singh for more than 7 years.

During that time Nav has demonstrated an ability to develop his financial planning practice in an extremely professional and ethical manner. His attention to detail and compliant approach to business is exceptional.

I have no hesitation in recommending Nav as an experienced financial adviser offering holistic financial planning advice.

Regards
Roy

Naveen

I recently had the pleasure of availing myself of the financial services provided by Future Needs Financial Planning, and I must say that my experience has been nothing short of exceptional. From the moment I engaged with their team, I knew I was in capable hands.

First and foremost, their commitment to customer satisfaction was evident throughout every interaction. The representatives I worked with were knowledgeable, professional, and genuinely dedicated to helping me achieve my financial goals. They took the time to understand my unique circumstances and provided tailored advice and solutions that perfectly aligned with my needs.

The range of financial services offered by Future Needs Financial Planning is extensive, covering everything from investments and retirement planning to insurance and tax optimization. Regardless of the specific area I required assistance with, they demonstrated a deep understanding of the financial landscape and offered expert guidance that instilled confidence in every decision I made.

One aspect that truly set Future Needs Financial Planning apart was its ability to communicate complex financial concepts in a clear and understandable manner. They patiently explained the intricacies of various investment options, breaking down the jargon and ensuring I had a solid grasp of the risks and potential rewards involved. This transparency and educational approach helped me make well-informed decisions with full confidence.

Furthermore, the level of attention and personalized service I received was unparalleled. It was evident that Future Needs Financial Planning valued me as a client and was committed to building a long-term relationship. They were always available to address my questions and concerns promptly, ensuring that I felt supported every step of the way.

In addition to their outstanding customer service, Future Needs Financial Planning demonstrated a strong commitment to integrity and ethical practices. I felt assured that they had my best interests at heart and that their recommendations were based on objective analysis rather than any hidden agenda. This trustworthiness is invaluable in the realm of financial services, where transparency and honesty are paramount.

Finally, I must mention the remarkable results I achieved through their assistance. With their guidance, I was able to optimize my investment portfolio, secure comprehensive insurance coverage, and create a solid retirement plan. The peace of mind I now have regarding my financial future is invaluable, and I owe it to the expertise and support provided by Future Needs Financial Planning.

Overall, I cannot recommend Future Needs Financial Planning highly enough. Their exceptional financial services, combined with their unwavering commitment to customer satisfaction, make them a standout in the industry. Whether you're a seasoned investor or just starting your financial journey, Future Needs Financial Planning is the partner you need to navigate the complexities of finance with confidence and success.