Future Wealth Strategies is a dedicated team whose core values are integrity, respect, co-operation, organisation and positivity.
Michael Nemeth is the Principal Client Adviser and Director of Future Wealth Centre which provides services in financial planning, accounting and tax, finance and general insurance. He has a Bachelor of Business degree, is a Certified Financial Planner and Certified Practising Accountant and has over 25 years’ experience in financial planning, accounting and taxation.
Future Wealth Strategies focus is assisting clients to make positive changes in their lives and achieve their financial goals and objectives through implementing personally tailored strategies to achieve set financial milestones.”
I bring the skills and knowledge to Future Wealth General Insurance, a specialist Business Insurance Broker, that puts our clients at the heart of everything we do.
The Insurance Market is constantly evolving, reading Policy Wordings and Contracts, really brings out my inner nerd. I have come to value the importance of team- work. Calling on the expertise of others, so that we can better advise and support you. I pride myself on always providing the highest possible level of customer service and being able to help my clients navigate through the often confusing world of Insurance.
I will always take care of my clients as if you were my Mother… My Number 1. This is what I bring to the table. My passion for Insurance, and my unwavering commitment to you. I know how important your business is to you and your family. Let’s work together, to protect your livelihood.
I finished a Bachelor of Business (Accounting) and then undertook the required training to become a Certified Practicing Accountant (CPA). I started working as a Tax Accountant in 1998 and then became a Registered Tax Agent in June 2000. Over the years I have seen most situations in the tax arena, so not much surprises me anymore!
It is my belief that taxation service should be tailored to meet the individual circumstances. I truly enjoy assisting my clients to get the best possible experience and service, not only at tax time but in their time of need. Assistance shouldn’t end with the lodging of a tax return and my assistance certainly doesn’t.
Community Service has always been close to my heart, and currently, I am the Volunteer Treasurer for the HMAS PERTH I Memorial Foundation, previous to this I was the Volunteer Treasurer for an Australian Navy Cadet organisation for well in excess of 10 years.
Business & Tax Account
David is a Chartered Accountant, Chartered Tax Advisor & Registered Tax Agent. With over 15 years experience helping clients educate and navigate the tax system for clients, David ensures all his clients are educated on taxation strategies which are relevant for current as well as future years. With a passion for educating and helping clients with professional and courteous service you will be guaranteed to obtain the maximum tax benefits in a supportive & friendly manner.
David specialises in assisting employees, rental property owners, investors, contractors as well as family business owners.
David's business advisory speciality includes:
- Objectives and Key Results (OKR) performance management
- Concise and clear business strategy plans
- One page action plans to ensure business owners stay on track to achieve their goals.
- Cash Flow Forecasting
- Activity Based Budgeting and Variance analysis reporting
- Streamline technology advisory services for workflow improvements
- Education on the financial figures and how current performance is reflective of future lifetime goals.
Lee is responsible for the recruiting and ongoing development of our brokers and relationships with lenders. Lee was previously State Manager for BT Financial Group in WA/SA and NT, and Regional General Manager in Westpac’s Retail and Business Bank.
He has a Bachelor of Arts from the University of Bedfordshire, Certificate IV in Financial Services, and Insurance Broking Certificate from the Chartered Insurance Institute and is a Fellow of the Leadership Development Signature Program at Leadership WA.