Passion, professionalism and pride – a ‘beating heart’ challenge


The beating heart of a committed profession is its capacity to give back – and in so doing uphold the values of respect and integrity within its community. 

As the dedicated foundation of the Australian financial planning profession, Future2 today calls upon all professional financial planners to show their true beating heart.  In return, the BT Future2 Wheel Classic cycling tour will take the profession’s message to Australians throughout its upcoming event and extensive media commitments.

“There was never a better time to show our community the fine stuff our profession is made of,” said Wheel Classic cyclist and Future2 trustee Ray Griffin. “Financial planners deserve better public recognition for their everyday ‘beating heart’ commitment, and we plan to deliver a strong message on behalf of the profession at each opportunity throughout our journey from Bourke to Sydney.

“But we need all financial planners to get behind us. Hence our rallying call directly linking support for our fundraising event to the journey towards professionalism of financial planning.”

“We’ve had fabulous support from the corporate side of the financial planning business, with over half of our $100,000 fundraising  target coming from sponsors who are committed to helping us give back to the wider community”, said Future2 Chair Steven Helmich.  He paid special tribute to Gold Partner BT Financial and Silver Partner Matrix Planning Solutions, both of whom were also sponsors of the inaugural BT Future Wheel Classic in 2010.

“The Wheel Classic (a 1250 km charity ride from Bourke to Sydney) sets a gold standard for innovative fund raising by a professional community”, Helmich says.  “But we can only truly claim this if financial planners themselves step up to the plate by joining us on the ride, or supporting our riders”, he added.

“By cycling with us (we have a range of options) or supporting our cyclists, financial planners and others in the profession, or linked to it, tangibly ‘give back’ to the wider community.  That’s what being a professional is about.”

Future2 trustees Peter Bobbin and Ray Griffin, who completed the challenge in 2010 to raise some $88,000, are leading by example.  “This is a challenge that really demands passion and commitment on the part of cyclists and – for much of the route our hearts are not so much beating as pumping!  But it’s also lots of fun and immensely satisfying, personally and professionally.” 

Future2 Chair Steve Helmich added, “We value the commitment and courage of riders to tackle the physically demanding challenges of a long distance cycling event and raise funds in the name of the profession.  But if you’re not a cyclist, you can still be involved by supporting our cyclists’ efforts with donations and by spreading the word.”

A Prologue event on 4 September invites planning practices and other organisations to fly their corporate colours in a competitive time trial on a cycle circuit in Sydney.  Register your team of four online by 15 August.

The Wheel Classic sets out from Bourke on 7 September and over the next 10 days makes its way to the finish line at Sydney’s Martin Place on Friday 16 September, to be welcomed by Sydney Lord Mayor Clover Moore.  Cyclists can register for the whole ride or just a part of it.

Peter Bobbin and Ray Griffin will be at the 19 August lunch meeting of Sydney Chapter of the Financial Planning Association to rally the ‘troops’.  Contact [email protected] for details.

Other sponsors of the 2011 BT Future2 Wheel Classic are AMP Financial Planning (Bronze) and Hillross (Bronze).  Money Management is a media partner.  Commonwealth Financial Planning is sponsoring a series of seminars for financial planners and their clients along the route of the cycle ride, in Dubbo, Orange and Wollongong. 

The BT Future2 Wheel Classic aims to raise much-needed capital funding in support of a grants program for charities and not for profit organisations working with disadvantaged young Australians.  All grant applications have the support of financial planners in their communities.


BT Future2 Wheel Classic 2011 – Options for cyclists

Wheel Classic Prologue   Sunday 4 September , 1-3pm
Bourke to Sydney   Wednesday 7 – Friday 16 September (1250 km)
Orange to Sydney     Monday 12 – Friday 16 September (503 km)
‘Executive Stage’ ,Orange to Cowra Monday 12 September (103 km)
‘Home run’ executive leg   Friday 16 September (25 km +)
Five  laps of Centennial Park and on to the finish line in Martin Place, Sydney

Register to ride, or support a rider
For more information

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