Specialist Financial
Advisors Sydney
Secure your Financial Future
Unlock Potential, Create Wealth – Your Journey to Financial Empowerment Starts Here
Both Future Wealth Group & Peter O’Malley are authorised
representatives of AVALONfs Pty Ltd AFSL 437518.
Our Partners
Future Wealth
Meet Peter O'Malley
Meet Peter O’Malley: Founder, Principal, and trusted financial advisor at Future Wealth Group Planning, offering tailored, comprehensive services to meet your financial goals.
How We Can Help
Our team of qualified Financial Advisers can provide advice on a range of services.
Mortgage Broking
Mortgage brokers connect borrowers and lenders, advising and managing to secure the best terms.
Superannuation
Superannuation saves for retirement, ensuring comfort by building it while working.
Retirement Planning
Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
Debt Management
Effective debt management involves investing in the right type of assets, understanding the interest you pay, and prioritising your debts efficiently.
SMSF
SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Who We Are
Future Wealth Group is a boutique private wealth company that aims to provide quality, transparent and effective wealth advice solutions to clients ranging from young professionals to pre and post – retirees.
Working closely with leading professionals in Accounting, Property and Estate Planning, Future Wealth Group provides an efficient solution to assisting individuals and families manage and plan their finance needs to help them achieve Financial certainty and independence.
With You Along The Way
At Future Wealth Group we work with you along the way on life’s journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.
Starting Out
Whether you are starting your first job, buying your first home, starting a family or saving for something special, we want to help give you the best start to your financial journey
Building Foundations
Life’s really busy now and although retirement is still quite a way off, you want to know that your financial future is secure. You might be considering starting your own business, looking at buying an investment property and/or shares or you just want to be sure that will have enough to pay for your children’s education. This is a time when we can help you build on your financial foundations.
Thinking About Retirement
Retirement is on the horizon and you are dreaming about all the wonderful things you are going to see and do in your life after work.
Putting the right plans in place while you are still working will give you the comfort of knowing that your future is under control.
Enjoying Retirement
You are enjoying life after work and all the opportunities that this exciting time in your life presents. At this time in your life you want to know you are going to have the finances to support your adventures and perhaps even leave a legacy so you can share your wealth now and in the future.
Mortgage Broking Excellence
Future Wealth Group’s mortgage broking service is dedicated to forging pathways to financial empowerment through tailored advice and strategic loan management. Their approach prioritizes securing the best mortgage terms for clients by closely advising and managing the entire loan process. Emphasizing personalized service, Future Wealth Group ensures clients’ journeys towards property ownership are both efficient and aligned with their financial goals.
Why Choose Us
Keep You On Track
We will keep you accountable along the way because we want you to stay on track to achieve your goals.
A Holistic Approach
We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.
Ease & Convenience
Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Ongoing Support
Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.
Knowledge & Experience
Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.
What our client’s say
Hear from our satisfied clients and discover how our commitment to excellence has transformed their lives.
Kerri was exceptional from start to finish with obtaining my home loan. Was always kept in the loop of my loans progress and was able to obtain fast and affordable approval. Awesome experience dealing with Kerri and Future Wealth Group.
Joey
Kerri was amazing start to finish of our needs in finding the right borrowers for us to make our next move in investing. With top communication and execution we were able to refinance and have our investment loan approved, ready in a short period of time. Thank you Kerri look forward to working with you again.
Andrew
Kerri is by far one of the greatest professionals in mortgage broking that we have experienced. We had struggled with many mortgage brokers being quite inflexible, and lacking in prompt replies/strategies. Kerri was a step above, she was kind, interested in our future, prompt, professional, hard working, knowledgeable, every word in the book that you would search for in someone securing your future. We will continue to use Kerri, and will definitely recommend to anyone.
Jesse
Kerri’s assistance was superb and she was so generous with her time and expertise. She really helped us make sense of the processes while we were going through them for the first time. I have no hesitation in recommending her services.
Lindsay
Kerri provided a wonderful service from start to finish. A very professional and personal approach, understanding our needs and wants she could clearly take us through the process right till the end. Her outstanding industry knowledge made us feel very confident with our decision and very comfortable with our trust. I highly recommend Kerri and wish I had made the call sooner.
Sean
Your Future Wealth Group Experts
Meet the Team at Future Wealth Group: At the heart of Future Wealth Group lies a dedicated team of financial experts, each bringing a unique blend of experience and insight to help you navigate life’s financial journey.
Peter O'Malley
Founder
Kerri Blackett
Senior Mortgage Broker
Rueben Enoka
Mortgage Broker
Lee Malek
Client Service Manager