Vision & Goals

Our Mission

Future2 exists to make a lasting difference in the lives of those who need it most. Through grants to community not-for-profits and charities, the Future2 Foundation supports young Australians who are financially and socially disadvantaged, helping them to productive, fulfilling lives in the community.

As the foundation of the Financial Planning Association, Future2 has the capacity to mobilise the energy and resources of more than 12,000 members who help raise funds, support local not-for-profits with grant applications and make donations.

By 2017

The Future2 Board has set a strategy to achieve goals that make the foundation sustainable while also expanding engagement with the financial planning community and grant making. Our goals include:

  • Future2 builds a $2 million corpus to enable grants to more than double over three years
  • Future2 achieves high levels of engagement with donors, and between donors and grant recipients
  • Future2 is accepted as their charity of choice by FPA members
  • Future2 becomes integral to FPA Chapters moral purpose and activity
  • Future2 establishes mutually beneficial, longer term relationships with grant recipients
  • Future2 increases grants to $250,000 by the end of 2017
  • Future2 builds the active participation of trustees, ambassadors, committees and volunteers

Some Milestones

Future2 was the initiative of a small group of members of the Financial Planning Association, the peak professional body for financial planners in Australia. Their passion and commitment was instrumental in getting the foundation off the ground.

Since its formal establishment in 2007, Future2 has raised funds and by the end of 2015 had committed grants totalling $613,000, helping thousands of disadvantaged young Australians through many not-for-profits and charities working in the community.

February 2016 Future2’s first overseas fundraising event, the Kilimanjaro Challenge, sees a team of four scale the world’s highest freestanding mountain and raise over $38,500.

January 2016 Matthew Rowe CFP takes over as Future2 Chair following the end of Steve Helmich’s 6-year term.

August 2015 The two-year agreement between Future2 and the FPA becomes an open-ended alliance in which they work together for the betterment of the Australian community and the enhancement of professionalism among financial planners in Australia.

August 2013 Future2 and the Financial Planning Association announce strengthening of their relationship with an agreement to make Future2 the Foundation of the Australian Financial Planning Association.

August 2010 First Future2 Wheel Classic – fundraising cycle ride from Bourke to Sydney – raises $84,000. The Wheel Classic is now held annually and is Future2’s primary fundraising event.

February 2009 Emergency appeal for the victims of the Victorian Bushfires raised $70,000, largely due to generosity of Genesys Wealth Advisers.

November 2007 Award of first Future2 Make the Difference! Grants, and annually thereafter.

November 2007 Status as a Deductible Gift Recipient confirmed by the ATO.

October 2007 AMP makes $100,000 founding donation to Future2.

May 2007 Recognised by the ATO as a charitable fund exempt from GST and income t

April 2007 Established by Trust Deed and granted fundraising authority by the NSW Office of Charities.

Auditor Information

Details of the outgoing auditor:
Mitchell & Partners
Suite 3, Level 2
66 Clarence Street
Sydney NSW 2000
Australia

Details of the incoming auditor:
Ernst & Young
200 George Street
Sydney NSW 2000
Australia

The reason for change in auditor:
Pro bono offer from Ernst & Young