Smart Planning for Families: Financial, Legal & Education Insights
Date: Thursday 20th August
Watch our complimentary one-hour educational webinar exploring practical strategies to help protect your family’s financial future.
Our panel of experienced professionals discussed the role of financial planning, collaborative law, and education bonds, providing valuable insights into how these areas work to support families through life’s important milestones and transitions.
Whether you’re planning ahead, preparing for your children’s education, or simply looking to make informed financial decisions, this session will provide practical guidance and the opportunity to have your questions answered live.
In this webinar we covered
- The value of proactive financial planning
- How collaborative law supports better family outcomes
- Tax-effective strategies for education savings using education bonds
- How financial and legal professionals work together to support families
Speakers
Stephanie Hortis - 360 Financial Strategists
Stephanie is passionate about empowering clients to feel confident and in control of their financial future. She works closely with individuals, couples, and young families to build smart, personalised strategies that evolve with life — from achieving first home ownership and navigating career or family milestones to growing long-term wealth and preparing for a comfortable, secure retirement.
Shai Sommer - Lander & Rogers
Shai, an Accredited Specialist in Family Law. Is a determined, strategic and empathetic advocate who is recognised by the family law profession as a specialist in the field. Shai's clients comment on his unrivalled work ethic and commitment to listening to their needs as well as his commercial and practical focus.
Amy Parsons - Futurity Investment Group
Business Development Manager at Futurity Investment Group. Amy's career is marked by her ability to challenge traditional approaches within the financial advisory sector, leveraging her deep knowledge and perseverance to create growth opportunities for Advisers. Amy is passionate about advocating for financial literacy and independence, inspiring others to achieve financial empowerment.
Andrew Nicolaou - 360 Financial Strategists
Andrew is a highly experienced Financial Adviser and Partner of the firm, with a passion for helping clients make confident, well-informed decisions about their money. With more than a decade of experience across wealth creation, retirement planning, and risk management, he is known for his calm, strategic approach and his ability to turn complex financial concepts into clear, actionable plans.
Watch the recording
Complete the form below to receive the recording.
