Julie Berry

Future2 Foundation supported more than 1,200 people in 2025 and awarded 12 grants to programs assisting vulnerable and under-served groups, including women experiencing financial hardship, young people, and First Nations communities, according to its latest Impact Report.

The report highlights Future2’s work in delivering real, measurable impact in communities across Australia. In total, $128,842 in funding was distributed in November 2024 to programs across multiple states and communities nationwide.

Future2 is the charitable foundation of the financial services profession. Through its Make the Difference! Grants Program, it funds grassroots, community-led initiatives that improve financial wellbeing for Australians in need.

Julie Berry CFP, chair of the Future2 Foundation, said it is inspiring to see how the grants are making a tangible impact at a local community level.

“Our aim is to support programs that are practical and outcomes-focused, helping people build financial capability, confidence and independence. The Impact Report demonstrates how our grants program supports projects that are credible, meaningful, and truly making a difference in the community.

“One such program is Kids in Philanthropy’s ‘Pitch for Change’, a hands-on initiative that builds financial literacy in young Australians through a philanthropy lens. In 2025, with a $10,000 grant from Future2, the program engaged 262 Melbourne school students aged 5 to 12. These students supported four charities and reached more than 2,200 people in need through their own fundraising and giving initiatives.

“Another example is MoneyMob Talkabout, which provides financial literacy training in remote First Nations communities. With additional funding of $7,500 contributed by AIA Australia, the program was delivered in East Arnhem Land, further extending its impact. The training is culturally tailored and addresses knowledge gaps not typically covered in school or through family networks.

“In addition, several programs funded in 2024 support women experiencing financial hardship, including those impacted by domestic and family violence. For example, Financial Superwomen Online Workshops help female survivors of violence build financial skills, confidence and independence.

“All of these programs are making a real difference to the lives and financial futures of Australians in need.

“Financial literacy is a pathway to long-term wellbeing and resilience, and Future2 funds impactful, measurable initiatives that strengthen financial capability across the community.

“It is also encouraging to see the financial services industry come together to support meaningful change, as a collective effort driving real community impact.

“Our partners play a key role in supporting this work, both in raising funds and delivering them to deserving programs. We are especially grateful to our strategic partner AIA Australia, as well as HUB24, Vital Business Partners (VBP), Spark Financial Group, Sufficient Funds, Collective Resourcing, and Milford.

“In addition, our community partners – Financial Advice Association Australia (FAAA), SMSF Association, Financial Services Council, Institute of Public Accountants, Boutique Financial Planning Principals Association, and Ensombl – provide invaluable support in helping us connect with the financial services community,” Ms Berry said.

Applications for the next round of program funding will open on 9 July 2026 and close on 20 August 2026.

Ms O’Neill is the managing director and principal of Godfrey Group, a boutique recruitment firm specialising in the financial services sector. She has a strong background in business management, strategic leadership and client engagement.

Mr Slovinec has been a board member of Future2 Foundation since 2023. He has over two decades of experience in the financial services industry, including seven years on the board of the Association of Financial Advisers, as national treasurer and state director. He is currently a risk specialist with Pride Advice.

These appointments follow the addition of Ben Marshan to the board in late 2024.

Mr Marshan has over 18 years’ experience in financial services, specialising in advocacy and government relations. He is the founder of Marshan Consulting and prior to this was head of policy, standards, strategy and innovation at the Financial Planning Association (now the Financial Advice Association) for eight years.

In addition to these appointments, Julie Berry CFP has been reappointed as chair for a further two years from June. Directors Olivia Maragna and Steve Thomson have also been reappointed, and Giles Gunesekera OAM continues as a director, having joined the board in 2020.

Ms Berry said the new appointments—along with the reappointment of experienced directors—add further depth to the Foundation’s governance and support its continued mission to help those in need.

“Dave’s longstanding commitment to the Future2 Foundation, along with his deep knowledge of the advice profession, makes him an excellent choice for deputy chair. I look forward to working closely with him as the Foundation continues to grow.

“On behalf of the board, I also welcome Olivia, who is a passionate advocate for financial literacy and believes that improving access to financial knowledge is key to empowering individuals and communities across Australia.

“Ben’s indepth understanding of the issues facing financial advisers, and experience in policy and advocacy, will strengthen Future2 Foundation’s role with the financial services industry and its work supporting financial knowledge and understanding.

“These appointments will help position the Future2 Foundation in its mission to support grassroots programs that improve financial wellbeing for Australians in need,” Ms Berry said.

Julie Berry

Nominations are now open for the Future2 Foundation’s 2025 Make the Difference! Grants Program, which supports grassroots initiatives that improve the financial wellbeing of Australians in need. Nominations close on 21 August 2025.

Financial services professionals can nominate local causes close to their hearts to receive a grant of up to $15,000 for programs that support financial wellbeing for Australians in need and align with one or more of the following categories:

• Financial Wellbeing for Young Australians – Enhancing financial literacy for Australians under 25 who are experiencing disadvantage.
• Financial Wellbeing for Australians in Need – Supporting individuals facing homelessness, poverty, social isolation, domestic violence, mental health challenges, or displacement — including refugees, migrants, and First Nations communities.
• Financial Wellbeing for Women – Promoting financial literacy for disadvantaged women across Australia.
• Financial Wellbeing for Regional and Remote Communities – Strengthening financial wellbeing in rural, regional, and remote parts of Australia.

Julie Berry CFP, chair of the Future2 Foundation, said the Foundation welcomes nominations from people in the financial services industry for causes that are working hard to improve the financial wellbeing of Australians in need.

“We hope that as many financial services professionals as possible will put forward the names of local organisations that aim to bolster financial wellbeing across Australia – the grants rely on the nomination process as organisations can’t apply themselves.

“Our goal is to help Australians build stronger financial futures because we know that improving financial wellbeing makes a real difference to people’s lives. These grants will help empower individuals and communities in need to achieve greater financial stability and independence,” she said.

Through its annual Make the Difference! Grants program, Future2 has committed $1.8 million in grant funding to over 180 community programs since 2007.

Ms Berry says improving financial literacy is essential to helping Australians grappling with the cost-of-living crisis.

““In 2024, 12 grassroots programs made a tangible impact—some spending as little as $50 per participant to deliver long-lasting change.

“For example, last year’s grant winners included a financial literacy program for First Nations communities in remote Australia; an organisation that runs workshops to help female survivors of domestic violence to be financially secure; as well as a program to support disadvantaged young Australians transitioning into the real world of jobs.

“These programs are essential support and education systems for many Australians and we are proud to continue backing them with this year’s grants program,” Ms Berry says.

“We are grateful to our strategic partner, AIA Australia, for its generous support of the Make the Difference! Grants Program. AIA is committed to helping Australians live healthier, longer, better lives, including by championing financial wellbeing. Through this partnership, AIA is helping empower disadvantaged Australians with the knowledge and confidence to take control of their financial futures.”

Julie BerryJulie Berry

The Future2 Foundation, the foundation of the financial services professional, has announced the recipients of its 2024 Grant Program. This year’s program focuses on improving financial wellbeing for Australians in need, with 12 grants awarded across four key categories.

Julie Berry, chair of the Future2 Foundation, said the Foundation is proud to support 12 outstanding organisations that are working hard to improve the financial wellbeing of Australians in need.

“Our mission is to build stronger financial futures for all Australians because we know that improving financial wellbeing makes a real difference to people’s lives. These grants will help empower individuals and communities to achieve greater financial stability and independence,” she said.

Through its annual Make the Difference! Grants program, Future2 has committed $1.6 million in grant funding to over 170 community programs since 2007.

On top of these grants, the Future2 x AIA Australia People’s Choice Award has opened, with the public invited to vote for their favourite cause on the Future2 website. The winning organisation will receive an additional $5,000 for its program.  Voting opens on 12 November and runs until 3 December 2024.

The 12 grants were awarded across four categories:

1. Financial wellbeing for women. Financial literacy programs for disadvantaged women in Australia.
2. Financial wellbeing for young Australians. Financial literacy and education programs for people under 25.
3. Financial wellbeing for Australians in need. Financial literacy programs for Australians in need including those experiencing mental health, social isolation, domestic violence, homelessness or poverty, or for First Nations and refugee or migrant communities.
4. Financial wellbeing for those in regional and remote Australia. Programs that support financial literacy in regional and remote Australia.

Details of the grant winners are below.

“We wish to extend our gratitude to our strategic partner, AIA Australia, for their unwavering support of Future2’s mission and their commitment to making a difference in communities across Australia,” said Mrs. Berry.

We also wish to acknowledge and thank Tangelo Advice Consulting for their ongoing generosity. In addition, we are deeply grateful to the dedicated committees around the country who work tirelessly to raise funds and support Future2’s initiatives. Their passion and hard work are instrumental in helping us make a lasting impact.”

Future2 Foundation 2024 grant winners

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Julie BerryJulie Berry

The Future2 Foundation, the foundation of the financial services professional, has announced the recipients of its 2024 Grant Program. This year’s program focuses on improving financial wellbeing for Australians in need, with 12 grants awarded across four key categories.

Julie Berry, chair of the Future2 Foundation, said the Foundation is proud to support 12 outstanding organisations that are working hard to improve the financial wellbeing of Australians in need.

“Our mission is to build stronger financial futures for all Australians because we know that improving financial wellbeing makes a real difference to people’s lives. These grants will help empower individuals and communities to achieve greater financial stability and independence,” she said.

Through its annual Make the Difference! Grants program, Future2 has committed $1.6 million in grant funding to over 170 community programs since 2007.

On top of these grants, the Future2 x AIA Australia People’s Choice Award has opened, with the public invited to vote for their favourite cause on the Future2 website. The winning organisation will receive an additional $5,000 for its program.  Voting opens on 12 November and runs until 3 December 2024.

The 12 grants were awarded across four categories:

1. Financial wellbeing for women. Financial literacy programs for disadvantaged women in Australia.
2. Financial wellbeing for young Australians. Financial literacy and education programs for people under 25.
3. Financial wellbeing for Australians in need. Financial literacy programs for Australians in need including those experiencing mental health, social isolation, domestic violence, homelessness or poverty, or for First Nations and refugee or migrant communities.
4. Financial wellbeing for those in regional and remote Australia. Programs that support financial literacy in regional and remote Australia.

Details of the grant winners are below.

“We wish to extend our gratitude to our strategic partner, AIA Australia, for their unwavering support of Future2’s mission and their commitment to making a difference in communities across Australia,” said Mrs. Berry.

We also wish to acknowledge and thank Tangelo Advice Consulting for their ongoing generosity. In addition, we are deeply grateful to the dedicated committees around the country who work tirelessly to raise funds and support Future2’s initiatives. Their passion and hard work are instrumental in helping us make a lasting impact.”

Future2 Foundation 2024 grant winners

The post Future2 Foundation announces 2024 grant winners, organisations empower financial wellbeing appeared first on AdviserVoice.

Julie Berry

The Future2 Foundation is now accepting applications for the 2023 Make the Difference! Grants process, open from 1 August to 10 September 2023.

In a nod to the activity of the former Association of Financial Advisers (AFA) Foundation, Future2 has broadened its eligibility criteria for community grants, supporting programs for Australians of any age, not just for those between 12-25 years.

Furthermore, Future2 has expanded its scope to be the foundation of the financial services profession, encouraging all financial services professionals to nominate a community cause for funding.

From 1 August 2023, all financial services professionals are encouraged to nominate causes that are meaningful to them to receive a one-year grant of up to $10,000. This year nominations can be made for a cause that helps Australians in need through:

• education, including financial literacy, skills training, and leadership development
• engagement, including mentoring and juvenile justice programs
• employment, including work experience and job readiness training
• wellbeing, including mental health programs and support services, and
• independent living and social inclusion.

“Future2 remains focused on supporting small, community causes nominated by financial services professionals, where they can see the ‘money at work’,” says Julie Berry, chair of the Future2 Foundation.

“The foundation will now be able to make an even bigger difference as it brings together the means and reach of the broader financial services community.

“The combined impact of Future2 now includes over 150 community programs worth $1.6 million in total.”

Future2 welcomes new Board members

Future2 is also welcoming two new members to its board: former AFA foundation chair David Slovinec and financial services executive Steve Thomson.

Mr Slovinec has been in the financial services industry since 2007, including seven years on the AFA board, where he has played an extensive role supporting the financial adviser community.

Mr Thomson is an executive with over 30 years of corporate financial services experience in start-up and blue-chip organisations, including ING, Westpac, Avant, Zurich and Clearview Financial Services.

Mr Slovinec says: “I am really excited to be a part of the Future2 Foundation, and I encourage past AFA members & AFA Foundation supporters to get behind the grants initiative and nominate a worthy cause to receive a Future2 grant.”

Ms Berry says: “We are very fortunate to have executives of the calibre of Dave and Steve joining the board. With their leadership, combined with a broader grant eligibility, Future2 can continue to grow its impact, aiming to distribute another $150,000 in grant funding in 2023.

“A big thank you to our sponsor Tangelo Advice Consulting who continue to be a valued supporter of Future2.”

Mr Slovinec says Future2’s willingness to broaden its scope in consideration of the former AFA Foundation shows that it is serious about making a real difference.

“The AFA Foundation was all about representing the best of the financial advice community and making a difference to improve the lives of all Australians.

“I look forward to working with the Board in making sure that Future2 continues to make a difference to communities all around the country,” he says.

Future2 opens registrations for major fundraising events

Future2’s major Future2 fundraising events are now open for registration: the Future2 Wheel Classic and the Future2 Hike Challenge. Both events will be held between 16 and 19 November 2023 in the lead up to the FAAA conference.

“The Future2 Wheel Classic will ride through some of the most iconic routes around Adelaide, while the Hike Challenge will take participants through the picturesque Flinders Ranges,” Ms Berry said.

“I strongly encourage the financial services community to register for both events to help Future2 fundraise for our grants process and partake in a great team experience.”

Learn more about the community grants process, the Future2 Wheel Classic and the Future2 Hike Challenge.

Julie Berry

The Future2 Foundation (Future2) has expanded its scope to include members of the Association of Financial Advisers (AFA) and the Self-Managed Super Fund Association (SMSFA) as participants in its charitable activities.

As with the Financial Planning Association (FPA), members of these associations can now nominate their local community causes for the “Make the Difference” grants program, expected to open in August, and have the opportunity to participate in fundraising that impacts locally, on an Australia-wide basis.

In line with this growth, Future2 is also broadening its focus to include all Australians in need rather than just younger Australians, allowing it to make an even bigger difference in the lives of Australians experiencing social, financial or physical hardship.

Julie Berry CFP, chair of Future2, says Future2 is evolving.

“We have been working with FPA members since 2007 to identify and support grassroots, community programs around Australia, helping those experiencing hardship.

“We will now be working with even more financial services professionals, including members of SMSF Association and the AFA.

“We will also continue our partnership with the FPA through the new association, the Financial Advice Association Australia, once the merger of the FPA and AFA has completed.

“We are looking forward to future growth for our foundation – with greater reach comes greater impact. So far, we have supported over 150 local community programs and distributed $1.6 million to these causes.

“It is really rewarding to see the funds raised at work, and exciting to think that we will now have more financial services professionals involved, with the opportunity to make a difference,” Ms Berry says.

In addition, there have been changes to the Future2 board of directors.  Sarah Abood will step down from the board, and Julian Place and Mahjabeen Zaman have also retired from the board.

Julie Berry

The Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations in its 2022 funding round, bringing the total of grants awarded to programs supporting young people to more than $1.6 million since 2007.

Future2 supports programs that assist young Australians aged 12-25 years experiencing social, financial or physical hardship. This could include living in poverty, homelessness, at risk of juvenile justice, intellectually or physically disabled, socially isolated or fighting substance abuse.

Members of the Financial Planning Association nominate causes around Australia that are close to their heart for receipt of a grant, and each state is judged by local committees.

Julie Berry CFP, chair of the Future2 Foundation, says the grants will help the recipients continue their invaluable work in supporting their local communities.

“The recipients of the latest round of grants are all grassroots causes that have an impact on their immediate, local communities.  They rely on this kind of funding in order to be able to continue their vital activities.

“The successful recipients closely align with Future2’s objectives and grant criteria and were strongly supported by a local FPA member.

“We have chosen a range of different projects, supporting different focus areas – from skills building, to financial literacy, to homelessness, to physical and intellectual disabilities.

“The money that is distributed goes straight to those that need it, directly impacting the lives of young Australians.

“For example, one organisation will use the funding to allow 40 students to take part in a financial literacy program that will help them understand and manage their finances and break the cycle of poverty.

“Another will be able to provide an intervention program for parents, teachers and Autistic young people, free of charge.”

Ms Berry said that when looking at the nominated causes, Future2 is seeking projects that focus on a specific problem, address the cause of the problem, can sustain the program moving forward, and can measure the impact and results.

“The 15 recipients of our funding in 2022 are all outstanding organisations that make a significant difference to the younger members of their local communities.

“Each of the grant recipients will be able to use the funding to make an immediate and direct difference.

“The support we provide is made possible by members of the FPA and our partners Tangelo, Iress, Magellan and KeyInvest who have contributed throughout the year,” she says.

Future2 assesses the nominated not-for-profit organisations for programs that support disadvantaged young Australians through:

• education, including skills training, financial literacy and leadership development
• engagement, including mentoring and juvenile justice programs
• employment, including work experience, money management and job readiness training
• wellbeing, including remedial programs for drug and alcohol dependence
• independent living and social inclusion.

The Future2 judging panel consists of:

• Giles Gunesekera AM, Global Impact Initiative
• Susanne Erratt, Advanced Financial Planning Solutions
• Naomi Mee-Martino, Bastion Financial Group
• Naomi Alletson, Achieveit Financial Planning
• Michael Smith, Halpin Wealth
• Mark Alexander, Pitcher Partners
• Gary Jones, Professional Investment Services Bendigo.

Mr Gunesekera, who is also chair of the grants committee, was made a member of the Order of Australia (AM) in this year’s Australia Day Honours for service to social welfare and to the community. He has made a tremendous contribution to the Future2 Foundation and has driven the process that has allowed these grants to be made.

The full list of grant recipients is:

Heal.ed Tribe Ltd

Northern Rivers, NSW
Endorsed by Shane Hayes
Heal.ed Tribe‘s mission is to deliver youth-led programs and opportunities for young people to feel seen, heard, supported and nurtured as they heal from eating disorders and other mental health concerns.

The COVID-19 pandemic and the recent devastation of the floods has had a considerable impact on the wellbeing of young people living in the Northern Rivers, NSW.

With the grant funds, Heal.ed Tribe is launching ‘Reconnect’, a six-month program to support the mental health of 40 young people living in this area.

Human Nature Adventure Therapy Ltd

Ballina, NSW
Endorsed by Shane Hayes

Human Nature Adventure Therapy works with young people across the Far North Coast of NSW experiencing significant mental health challenges and disadvantage.

Over the past two years, young people in the local community have had to overcome significant challenges; including bushfires, Covid lockdowns, and unprecedented floods. By providing access to the skills, resources and tailored support that’s needed, young people are empowered to become leaders of change in their own life and take meaningful steps towards a brighter future.

The Step Up project will deliver two workshops for up to 25 people each, providing them with access to the resources and support they need to develop their financial life-skills and thrive.

Luke Priddis Foundation

Penrith, NSW
Endorsed by Luke Priddis 

The Luke Priddis Foundation (LPF) is a non-profit that provides therapeutic services to children and adolescents with Autism Spectrum Disorder in the greater western Sydney region. After their son was diagnosed with autism, Luke and Holly Priddis established LPF to provide high quality interventions and community access services.

The funding will support the Westmead Feelings Program which helps Autistic students improve their social & emotional skills, and provides parents and teachers with the tools to support the emotional regulation of autistic students.

Taldumande Youth Services

Crows Nest, NSW
Endorsed by: David Hyde

Taldumande Youth Services is a not-for-profit organisation, supporting vulnerable and homeless children and young people aged 12-24, and their families, across Greater Sydney. Established in 1976 as one of the first crisis refuges, on any given night, Taldumande has 71 children and young people in residence.

As well as Crisis, Semi-Independent and Community/Independent Accommodation, they provide Support Services, Outreach and After Care Programs.

The Family Restoration and Preservation Program (FRAPP) supports children and young people aged 12-15 years by providing specialist case management during a crisis with the intention of reducing family breakdown. Grant funding will assist with helping as many local families as possible, due to the increase in demand.

Collingwood Basketball Association

Collingwood, VIC
Endorsed by: Daniel Minihan

Collingwood Basketball Association is a not-for-profit community based basketball club which offers young players in inner city Melbourne the opportunity to participate in a variety of competitions and programs. Playing as the Collingwood All Stars, the association includes members from most of Melbourne’s inner northern suburbs and beyond, as well as central city surrounds.

The Youth Development Program is designed to engage boys and girls between the ages of 12 to 24 in a team and club environment where they participate in physical activity, education support, life skills development and contribute to, and give back to, the community.

The program currently reaches 150 people and with help from the grant funding, the aim is to increase this to 250 people in 2023.

Inner West Community Foundation

Melbourne, VIC
Endorsed by: Sandra McGuire

The Inner West Community Foundation is a not-for-profit, community association. The key purpose of the Foundation is to develop and support programs, projects and social enterprises to help connect, support and sustain the communities of Melbourne’s Inner West.

The Money Mentors Program empowers high school students in years 8-10 with knowledge around financial literacy. The Future2 grant will enable the Money Mentors program to reach 1,000 students in 2023.

Open House Christian Involvement Centres

Macleod, VIC
Endorsed by: Chris Kozaris

Open House provides long-term care, support, and friendship for socially isolated and marginalised people in the community.

The Youth Workshop Mentoring Program is a student-focused, skills-based program that supports at-risk & disadvantaged school students (12-18 years old). The program focuses on improving the engagement of students by building self-awareness and self-confidence, improving social skills and providing learning opportunities and mentorship.

The Future2 grant funding will facilitate 20 additional students to engage with the Youth Workshop Mentoring Program in 2023.

Australian Street Aid Project

Mackay, QLD
Endorsed by: Brad Gordon

Founded in 2019, Australian Street Aid Project is a registered charity with a mission to reduce rates of homelessness and to reduce the short term suffering of people who are experiencing homelessness. Additionally, they offer a homelessness employment program to young people who are either experiencing or at risk of experiencing homelessness.

Australian Street Aid offers the opportunity of employment within their non-profit ‘Chances Op & Coffee Shop’.A career in hospitality opens many doors. It allows participants to not only gain skills and experience in a high-demand industry, but to gain skills that they are able to apply to any other career option such as: customer service, time management, communication and money handling.

The funding will be utilised to employ two young people in part time positions offering 12 hours per week, over a six month period.

TRACTION For Young People

South East Queensland, QLD
Endorsed by: Tim Kent

TRACTION mentors young people with hands-on learning and mentoring programs designed to build confidence and skills. They teach respectful behaviour, responsibility, teamwork, and a new way of learning. TRACTION has supported over 1,950 young people across Southeast Queensland.

The Future2 funding will allow TRACTION to purchase 36 bikes for their bike building program.

Program participants, working in groups of 6, will dissemble and then rebuild a brand new bike under the tutelage of two, professional TRACTION Mentors, teaching basic mechanics along with practical, social, team building and communication skills that support their re-engagement.

Variety – the Children’s Charity of Queensland

Brisbane, QLD
Endorsed by: Lindsay Wilson

Variety – the Children’s Charity Australia has devoted more than 45 years to engaging with communities to support children who are disadvantaged and socially isolated because of physical or intellectual disability. Our mission is to empower Queensland kids who are sick, disadvantaged or living with a disability, to live, laugh, and learn.

The Variety’s Financial Literacy – ‘Real Money’ Program is designed to break the barriers to poverty through better knowledge and management of financial practices. 

The grant will facilitate 40 vulnerable students to engage with the program over two semesters.

12 Buckets Inc

Perth, WA
Endorsed by: Ciara Brennan

12 Buckets(12B) not for profit organisation that focuses on the social and emotional wellbeing of school students in the northern suburbs of Perth.

With the Future2 funding, 12 Buckets will run two group mentoring and personal development programs for 30 educationally disadvantaged students from local high schools who need guidance and additional support during their high school years.

The programs utilise the guiding buckets model which focuses on 4 universal growth needs: belonging, mastery, generosity, and independence which are needed to live a life of fulfillment.

Leading Youth Forward

Claremont, WA
Endorsed by: Zacary Leeson

Leading Youth Forward enhances the lives of at-risk teenagers by providing one on one mentoring programs, and large group events, which provide positive opportunities and experiences within a supportive community.

With the support of Future2’s funding, Leading Youth Forward will be able to run a fully funded Big Day Out event.

Big Day Out includes development rotations and opportunities for participants to have fun, build connections, think about their future, identify their values, know their strengths and make positive decisions in their lives.

The Salvation Army Arndale

Kilkenny, SA
Endorsed by: Tracey Edwards

Just Brass was created to enable young people to experience the rich benefits of music through individual and group learning, irrespective of family, school or community circumstances.

Delivered in a partnership with schools and The Salvation Army Arndale, up to 40 students are provided an instrument (on loan), a performance t-shirt, satchel with music books, a music stand for home practice, and tuition, all free of cost. During school terms students receive weekly tuition at school.

Fostering Hope

Launceston, TAS
Endorsed by: Jane Clark

Fostering Hope is working to find more than enough homes for children that need them. They find homes for children removed from their families and growing up in out of home care.

This grant will enable Fostering Hope to expand its mentoring program, matching adults with young people aged 7-12 years old. The objective is to find 10 mentors for 10 children.

Community Services #1

ACT
Endorsed by: Graeme Davy

Community Services #1 (CS#1) is a community based not-for-profit organisation that has been providing a wide range of services for over 2,500 families and individuals living in the local area and wider ACT region since 1987. Their programs and services are delivered across Canberra and include early childhood services, community development, transport services, social support groups, a food pantry and housing support. They believe that every child’s potential should be realised through full participation in education and community.

The Change Maker program is an innovative, grassroots, intervention program targeted at, and driven by, disadvantaged young Australians in the ACT.

The program will reach 120 -180 students from low socio-economic backgrounds and will help them engage with a range of learning and wellbeing activities.

Established in 2007, the Future2 Foundation has provided grants of over $1,500,000 to community groups endorsed by financial planning professionals from across Australia. Future2 is the charitable foundation of the Financial Planning Association of Australia (FPA).

Through its annual Future2 Make the Difference! Grants program, Future2 supports young Australians experiencing social, financial or physical hardship.

Ms Timms is also general manager at medical not-for-profit (NFP) Coda.  She has 14 years’ experience working for NFPs across a range of industries, including team leadership, project/event management (national & international), conflict/change management and complex financial management.  She holds a bachelor in accounting and business management from Cardiff University.

Ms Catlin is also operations manager at Coda, responsible for the day-to-day operations of the charity, including staff management, office set up, process development, budgeting & reporting to co-founders.  She has worked for a number of NFPs in Australia and New Zealand and her experience includes operations and project management, event management, marketing strategy and implementation, stakeholder engagement and financial management. She holds a master of project management and a bachelor of communications from the University of New South Wales.

The chair of Future2, Ms Julie Berry, said: “Lucy and Maddie bring a wealth of complementary skills and experience in the not-for-profit sector across events, project management, sponsorship, marketing, operations, and strategy. Lucy and Maddie enjoy the collaboration and innovation that role sharing brings, and are excited to join the Future2 Foundation in this newly created role.

”It’s timely to review the structure and resourcing of Future2, and working with Lucy and Maddie provides a dedicated resource to focus on ensuring that Future2 can continue in its work providing support to those in need in our local communities, in the next phase of our growth”.

The FPA recently announced a proposal to merge with the AFA, and the Future2 Foundation will be exploring the opportunity to broaden its reach to all financial professionals.

“Future 2 Foundation is the charity of choice for financial planning professionals.  We see this as an opportunity for the leading charitable foundations in financial advice to explore ways to work more closely together,” said Ms Berry.  “We also see benefit in expanding our presence to other advice professionals.”

Ms Berry continued: “2021 and 2022 have been extraordinary years.  Our local communities and charity partners have experienced unprecedented challenges.  During this time we have kept to our grant commitments and remain committed to engaging financial planning professionals around Australia to support initiatives that improve the lives of young Australians in need.”

Katoomba, NSW

The Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA), has opened registrations for its 2022 Six Foot Track Challenge.

The 35 kilometre hike challenge through Katoomba and the Blue Mountains is being held to raise funds for the Future2 Make the Difference! grants program. It will take place over two days, from the 20 to 21 of November.

Future2 chair Julie Berry said the six foot track challenge provides a great opportunity to undertake a fun challenge with colleagues and friends while supporting The Future2 ‘Make the Difference!’ grants program which provides grants to charities and organisations that work with disadvantaged young Australians.

“Over two days, you’ll experience an exciting trek through nature, crossing the Coxs River through the spectacular Bowtells Swing Bridge and then will spend a relaxing evening and comfortable night at the fully equipped Six Foot Track Eco-lodge,” says Berry.

The Future2 Foundation acknowledges the support of our Six Foot Track Challenge partners Iress, KeyInvest, Magellan Group and Pickles in helping disadvantaged young Australians reach their full potential.

Future2 supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship. Financial planners from across Australia contribute to Future2 through donations, getting involved in fundraising activities and by nominating organisations for the annual Future2 Make the Difference! grants program. Every contribution helps ensure young people around Australia lead productive, secure and happy lives.

This move follows the opening of applications for the 2022 grants program, which closes 5pm on Friday 30 September 2022. Successful applications will be announced in November 2022.

The fundraising target for each participant is $1000. Registration is $200, in addition to a travel cost of $695. The travel cost includes transport to and from the Blue Mountains, a fully supported two day trek of the historic Six Foot Track route, all meals and refreshments, and one night’s accommodation at the Six Foot Track Eco Lodge on the Coxs River.

Register for the Foundation’s Six Foot Track Challenge.

Julie Berry

The Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for applications for its 2022 Make the Difference! Grants program that supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship.

Financial planners can contribute to Future2 by nominating their local charities for the annual grants program.

Future2 Chair Julie Berry CFP® GAICD said: “We are delighted to offer up to 15 grants valued at up to $10,000 each supporting programs and funding projects that contribute to skills training, financial literacy, work experience, community service, mentoring and more for children at risk or suffering from hardship,” she said.

“Each contribution makes a difference to ensure young people around Australia lead productive, secure and happy lives.”

All applications must be endorsed by a financial planner who is a member of the FPA and applications must be completed online.

Apply for a grant.