According to the Cost of Tertiary Education Report undertaken by McCrindle for Futurity Investment Group, most students need to work to support their education. Students whose family have planned and saved will have more time to focus on their studies. To learn more, visit https://lnkd.in/g7rYxCt
Futurity Investment Group
Financial Services
Melbourne, Victoria 1,110 followers
Australia’s leading issuer of tax-effective, life-event Education Bonds
About us
Futurity is an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds. We are owned by our 74,000 members (rather than shareholders) and for decades we have been supporting the education journeys of generations of Australian and New Zealand families. Since Futurity's foundation 45 years ago, we have supported the education journey of over 550,000 children and returned over A$3.6 billion in educations benefits. Our primary purpose is to enable our members attain self-sufficiency to meet lifelong education objectives for themselves, their families and others dear to them. Futurity's product range brings new perspectives to using Education Bonds to achieve these goals. Planning for your family’s education is a big responsibility. We are here to make that important task a little easier.
- Website
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http://www.futurityinvest.com
External link for Futurity Investment Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Melbourne, Victoria
- Type
- Public Company
- Founded
- 1974
- Specialties
- Education Bond, Investments, Financial services, Education, Advocacy
Locations
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Primary
Get directions
Level 15, 333 Collins Street
Melbourne, Victoria 3000, AU
Employees at Futurity Investment Group
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David Goldberg
Company Secretary, Board Director, Governance expert, General Counsel
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Claire Higgins
Non Executive Director
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Kevin Fernandes
Strategic Sales Leader | Experienced in Building/Managing High Performing Teams | Business Transformation | Project Mgmt & Delivery | Risk Mgmt I…
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Neelesh Mehta FAICD
A director who drives performance and game changing profitability. Founder of the Jaipur India Sustainable Impact Fund
Updates
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Futurity Investment Group has been proudly sponsoring NEiTA since the awards began in 1994. We are looking forward to your nominations this year and celebrating exceptional educators across the country.
Stacey Booth Mollema from @Millthorpe Little Learning Centre is passionate, reflective, and inspires her peers with her love for early childhood education. The Centre’s Room Leader and Educational Leader won a prestigious Seed Award and a $5,000 professional development grant at the 30th National Excellence in Teaching Awards. The 2025 NEiTA nominations are opening soon. This is your chance to nominate an outstanding educator in your community. Stay tuned for more information. #NEiTA #TeachingExcellence #TeacherAwards #InspiringEducators #TeachersMakeADifference
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Tuition fees are just the beginning Ancillary costs account for more than 90% of the total cost when a child is educated in the Government sector, about 60% of the total at Catholic schools and roughly 50% at independent schools. Families with careful planning can provide their loved ones the full education experience without the financial strain. To learn more, visit https://lnkd.in/g7rYxCt
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Wishing you all a meaningful International Women's Day for 2025. At Futurity we are proud of the amazing women who are highly valued members of our team. Females make up 58% of our workforce and are represented across all our divisions and managerial and leadership levels, including the Executive team and our Board. We strive to be an employer of choice for women and are always looking for ways to support the females in our workforce. In our recent staff engagement survey we scored 90% for Diversity, Equity and Inclusion and 89% for work life blend/flexibility which was a positive sign our policies are effective. Some of the strategies we have in place to positively impact women's advancement include: - a gender-neutral parental leave policy. - hybrid working. - additional flexible work arrangements to help our staff meet caring, health or personal responsibilities. Thank you to all our female staff for the work you do to help our members and to support one another. #IWD #MarchForward #AccelerateAction
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Fabulous to see our very own Dani Dy named as a finalist for BDM of the year in the 2025 Women in Wealth Awards. Congratulations and thank you for all your hard work. Please stay safe and good luck keeping the kids entertained. #WIW2025 #financialplanning #educationbonds #investing
In the midst of cyclone prepping, and keeping my two toddlers entertained with what felt like a new activity every 30 minutes, I found out that I’ve been named a Finalist for BDM of the Year in the Women in Wealth Awards 2025! I am so honoured to be recognised among such an inspiring group of women in financial services. This nomination is a reflection of the relationships I’ve built and the work I’m so passionate about, and I’m truly grateful for the opportunity to contribute to this industry. A special mention to the Finalists for Financial Planner of the Year – QLD, I’ve been fortunate to work with many of you, and this recognition is so well deserved. I'm looking forward to celebrating with each of you 🍾🥂 Simone O'Hara, Nicole Gardner CFP® Amanda Ragkousis Cara Williams Rebecca (Bec) Scarrabelotti, CFPⓇ Patricia Garcia Thank you to Financial Newswire for shining a light on the amazing work women are doing in our industry 📢 🎉 #WIW2025 Emerge Foundation Padua Solutions Striver Futurity Investment Group
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Fabulous to see our very own Dani Dy named as a finalist for BDM of the year in the 2025 Women in Wealth Awards. Congratulations and thank you for all your hard work. Please stay safe and good luck keeping the kids entertained. #WIW2025 #financialplanning #educationbonds #investing
In the midst of cyclone prepping, and keeping my two toddlers entertained with what felt like a new activity every 30 minutes, I found out that I’ve been named a Finalist for BDM of the Year in the Women in Wealth Awards 2025! I am so honoured to be recognised among such an inspiring group of women in financial services. This nomination is a reflection of the relationships I’ve built and the work I’m so passionate about, and I’m truly grateful for the opportunity to contribute to this industry. A special mention to the Finalists for Financial Planner of the Year – QLD, I’ve been fortunate to work with many of you, and this recognition is so well deserved. I'm looking forward to celebrating with each of you 🍾🥂 Simone O'Hara, Nicole Gardner CFP® Amanda Ragkousis Cara Williams Rebecca (Bec) Scarrabelotti, CFPⓇ Patricia Garcia Thank you to Financial Newswire for shining a light on the amazing work women are doing in our industry 📢 🎉 #WIW2025 Emerge Foundation Padua Solutions Striver Futurity Investment Group
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We are excited to partner with The Inside Network for this special International Women's Day event in Adelaide. Delegates will gain actionable insights, develop new skills through interactive sessions and leave equipped with practical strategies they can implement in their own teams. The opening panel features Futurity's own Sarah McAdie GAICD, our Executive General Manager Strategy and Corporate Affairs who will share some of the lessons she has gained during as a leader.
The Inside Network’s International Women’s Day event is celebrating the achievements of women in wealth management while fostering the next generation of female leaders. This exclusive lunch event blends networking, peer learning, and investment-focused discussions to empower advisers, staff and clients alike. Join us in Adelaide, Tuesday 11 March for an inspiring event of learning, connection, and growth: https://lnkd.in/ejjuH8Xp
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Today the Futurity Education Foundation board had the pleasure of hosting Yalari Chair, Bruce Davidson (pictured below with Yalari Alumni). Bruce spoke about the incredible work Yalari is doing and their plans for the future. It is such a privilege to partner with them and help rural and remote Indigenous students to fulfil their educational aspirations.
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The Futurity Investment Group's Cost of Tertiary Education Report shows that the high cost of higher education has negatively impacted the quality of life for 47% of university students and 39% of TAFE students. The solution lies in careful planning and taking proactive steps. By saving and preparing in advance, families can help their loved ones fully experience their tertiary education without financial strain. To learn more about the Cost of Tertiary Education Report - visit https://lnkd.in/gH8AhKmQ
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