Financial planning for ambitious future builders
You’re starting to kick some financial goals, earning more and thinking about the future (beyond your next holiday). We help young adults get on top of super, insurance and financial decisions so you can build wealth early without giving up the fun stuff.
We help young adults build wealth and secure their future
Navigating your finances as a young adult can be overwhelming. There are so many things you need to think about to plan for the future, but don’t stress! We’re here to help you figure out your ideal financial future and build a plan to get you there.
I want to start investing
You’ve got savings and big goals, but no idea where to start. We’ll guide you through the noise and help you invest in a way that fits your life and your future.
I want to buy my first home
Scrolling listings at 1 AM? Wondering if you’ll ever crack the market? We help you work out what’s possible, what’s smart and how to actually get there.
I need help with superannuation
Your super shouldn’t be an unsolved mystery. We’ll help you find it, fix it and grow it, so it’s more than just a balance you ignore till you're 67.
I need to get on top of my debt
If your debt feels messy or hard to get ahead of, we can help you make a plan, stay on track and start building more freedom into your finances.
I need help with insurance
You don’t need ten policies and a headache. We’ll help you get cover that makes sense for you, not just whatever your mate at work signed up for.
I need a personal budget
A good budget isn’t about cutting your coffee and avo toast...it’s about knowing what’s possible. We’ll help you build one that feels awesome to use.
Meet Rachael Ooi, advisor for Future Builders
“I endeavour to educate every single person, so they feel a sense of control. You must feel in control, it’s not my money! It’s yours.”
As an artist and creative thinker, Rachael sees financial planning as an art form — one where she helps others ‘paint the future’. With a passion for guiding people through life’s really important moments, she helps young professionals, families and business owners build financial security and partner their wealth with their unique world.
Meet Rachael Ooi
Recent insights and resources for future builders
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Your journey with us
We have designed our client journey to give you clarity, confidence and control over your financial future. From booking your free review to implementing your personalised strategies, we're here to guide and support you every step of the way.
Book review
Lock in your first meeting and share some details so we can prepare and make your experience smooth and valuable.
Discovery meeting
An obligation free video call where we get to know you, understand your goals and see if we’re the right fit.
Personalised report
We research your situation and present clear options, showing how we can help you move forward with confidence.
Advice meeting
We deliver tailored advice, designed around your life, goals, and financial future—so you know exactly what to do next.
Implementation process
We handle the setup and paperwork, making sure your personalised plan is put into action efficiently and stress-free.
Ongoing collaboration
Life changes, so we stay connected, reviewing and refining your plan to keep you on track year after year.
Start your journey
Spend an hour with a specialist adviser for young adults, completely obligation free. In this call we will explore your unique world and goals for the future.
Free Review Meeting
Rachael Ooi
Video call online via Zoom
60 minutes