Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.
As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the community.
For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.
This page shares information and stories about wellbeing. We encourage you to comment, respond and interact with us, but remember this page is a safe and welcome place.
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For urgent enquiries, please call 13 29 39.
Future Financial Services provides; Retirement Planning, Wealth Creation, Superannuation Advice & Insurance Planning Advice. We are a boutique financial planning firm, we are dedicated to providing personalised, easy to understand advice as our clients go through various life stages. Operating throughout Western Sydney, with bases in Penrith, Western Sydney.
Our knowledge and experience in relation to legislation and strategies surrounding superannuation, insurance, investments, taxation and Centrelink will enable us to provide you with quality advice to assist you achieve your financial goals. Alex McKenzie, the principle financial planner, has been operating as an advisor since 2002 and has assisted clients in varying situations for over 10 years.
Retirewell is recognised as a leading boutique financial planning practice. We’re different by design: Our financial advisers provide professional and personalised advice, backed by the resources of three independent research firms and a panel of 20 stockbrokers.
Here’s how we’re different:
Because personal ongoing service is provided by a boutique financial planning firm owned by two highly qualified directors with more than 70 years of combined experience in providing financial advice, you can be assured your financial interests will be in safe hands.
Because the firm is not owned by a bank, insurance company or fund manager, you can be completely confident that our professional advice is not influenced by any vested interests and that the recommendations we make will be designed solely to optimise your financial situation.
Because predetermined solutions don’t necessarily serve every investor’s needs, we comprehensively review each client’s goals and therefore give tailor-made recommendations which suit your specific situation.
Because a successful association between an investor and adviser are based on mutual confidence and rapport, Retirewell has created a culture that fosters long-term, trusting relationships.