Futuro Financial Services


	About Futuro Futuro Board and Management The in-house expertise of Futuro would be the equal of any in the industry, this alone distinguishes it from its peers. Few firms are able to boast the depth of industry experience reflected in Futuro’s board, compliance and management team. All are long-term players with established track records of success in the financial services industry. All have a strong belief in Futuro’s capability to understand and deliver services and to encourage long-term valuable relationships. • Richard Watson • Dennis Bashford • Paul Kelly • Manoj Pillai • Peter Nielsen • Barrie Adams Our Philosophy Futuro Financial Services – Futuro is a Latin/legal word meaning “in the future”. We chose this name to reflect the forward-looking attitude of our organisation. In keeping with our name we have purposefully developed a sophisticated infrastructure to support and encourage long term relationships, between our planners, our business partners and ourselves that will take all involved well into the future. We are an organisation driven by success. We are committed to seeing all parties, our clients, our Member Firms and Strategic Partners achieving what they are looking for from a relationship whether the objectives are financial or otherwise. Our disciplines ensure we remain close to our Member Firms *who* *will ultimately own 40% of* *Futuro* itself, and who have significant input into the type of support required for the ever-changing needs of their businesses. Embracing such a philosophy ensures we retain the essential flexibility needed to succeed in today's environment of constant change. Our corporate philosophy emphasises honesty, integrity and trust in the way that we deal with our Member Firms, their Strategic Partners and our staff. In the extremely competitive financial services industry Client Services • Invest to not run out of money in retirement • Average familes can create significant wealth • Ensure your estate passes to who you want it to • To invest and pay as little tax as possible • Your business can provide against the incapacitation or death of a partner