In this episode, you’ll hear from Chris Oates, a senior financial adviser at RSM Financial Services Australia. Chris has extensive experience providing financial advice to individuals and families at all stages of life.

Chris guides us through some of the financial decisions and strategies that can help families plan for the future with greater confidence. His presentation covers assets, superannuation, Wills, beneficiary nominations, investment options, insurance and income-producing strategies.

He also explains how financial planning can help families understand where they are now, where they want to go, and which strategies may help bridge the gap. For families thinking about the future support of children or dependants, Chris offers practical ways to consider how money, assets and planning structures can provide greater security over time.

You can watch Chris’s presentation on our website.

Click here to read the transcript of this episode. Please note that the transcript provided may contain occasional errors.

On our website, you’ll also find

• all the presentations from our Safeguarding the Future conference in 2025
• resources about safeguarding, planning and building good lives for people with disability
• events related to topics relevant to people with disability and their families seeking to enjoy a typical life

Many thanks to Osher Marks, who is the voice of this season of the Imagine More podcast.