Independent, family owned & operated to the highest levels of integrity! I scouted around for years looking for a firm like Gareth’s but was always disappointed either with the lack of independence or the breadth of knowledge and expertise. Your Future Strategy is one of a kind. Be grateful you found them!
Since engaging Your Future Strategy in late 2017, my wife and I have had nothing but a positive experience with the YFS team. From our initial email and subsequent first phone call, to their ongoing support with our financial plans. Their level of industry knowledge and commitment to their clients is second to none. Their staff are very approachable, and nothing is too much trouble.
We completed our first investment project through YFS just over a year ago. Wish we found these guys years ago. They take the time to get to know you and your situation. Then they work with you to develop a complete financial strategy.
Trent and the team are so easy to deal with, they took care of managing the build project from start to finish. Then just to make the experience even better, the completed project was valued way over what is cost.
We opted to use their rental management service as well and have been very impressed with the way they look after our investment properties for us.
We are looking forward to a long-term relationship with a company we have found to be reliable and honest.
You are all so kind, professional, and knowledgeable. I cannot thank you enough for all your support and guiding me through my first house purchase. I really appreciate you all and everything you have done for me!
I would have no hesitation in recommending Gareth, Daniel, Michelle & the team at YFS. They have been extremely helpful, patient and informative with providing financial advice and mortgage broking services.
Before contacting YFS, we had limited experience in property investment and wealth creation. We had purchased our first investment property but had done so with limited knowledge of how to maximise the benefits. Close friends of ours, and YFS clients, suggested we contact them to see what they could do for us.
Our main goal was to be able to retire as early as possible but still be financially sustainable until we could access our superannuation. They have helped us to achieve that goal earlier than expected.
The whole team at YFS has been friendly, professional, and honest throughout our journey and has been willing and open to adjusting our strategy as things change.
We would have no hesitation in recommending YFS to anyone. You have nothing to lose about making that first contact, except some time and willingness to share your financial situation.
I have been trying to find the right words to express our gratitude for everything you have done for us. Your generosity and kindness in offering your expertise without any charge was certainly life-changing for us.
Our future was looking grim when we met you in Perth. We were living unhappily at Champion Lakes Village and the headache with the unit on Geraldton along with the debt on the loan we were facing with Westpac once the unit was sold.
Thank you for all your advice, support, and guidance; leaving Champion Lakes, buying our ‘tiny house’ (it’s home!), changing over our house, car, and caravan into a trust, and then dealing with Westpac.
We’ve had a very stressful and challenging year but with those issues behind us, we can enjoy retirement.
We will never forget, nor take lightly what you have done for us. Again, our sincere thanks for taking us under your wing.
We were introduced to Gareth and Trent by friends. Although we were in different career stages with different short, medium, and long-term goals our friends, Your Future Strategy listened, explored, and designed a strategy unique to us.
As a team, they provide a diverse and complete portfolio of opportunities and services.
They provided variation in risk and supported us through our decision-making process to provide a responsive range within our portfolio which supports our staged approach to our future lifestyle and legacy for our family.
We value their expertise, guidance, and friendship
I feel quite fortunate to have met the team at Your Future Strategy. We were wanting to invest in property and had been looking at our options. I contacted Trent from YFS to get a second opinion on a Gold Coast property that we were close to purchasing. The deal was one of those “too good to be true” investment opportunities. Trent’s insight and big-picture planning guided us in the correct direction. We discussed our options with Trent and were soon introduced to Gareth as investment advisor, and the whole team at YFS.
Seven years later, we have a successful SMSF and two properties that have proven to be great investments. We feel confident that our future financial planning is in really good hands. We would be very happy to recommend YFS to our family, friends, and colleagues. Thanks to the team at Your Future Strategy for the peace of mind.
We had started on the property investment path before we found Your Future Strategy, but were looking to get more impact from our efforts. We knew we needed to invest further to grow our future, but we weren’t sure which path was best for us.
Signing with the YFS team was a great decision. Their friendly professional approach put us at ease in our very first meeting. They took the time to really understand us and what we wanted for our future, and adapted the plan with us as our situation changed.
Following their strategies has delivered us four properties so far and a portfolio of investments that we could not have dreamed of owning if we had stuck with going it alone.
We’ve referred friends and family to YFS who have also been impressed by the personalised strategy and the positive impact on their financial positions.
Our financial future is more secure and we are now considering an earlier retirement timeframe thanks to the YFS team.