Education bonds Futurity is a leading issuer of tax-effective life-event Education Bonds, presenting an opportunity to upsell or cross-sell additional education funding solutions and related wealth products to current clients planning schooling or higher education for dependents.

AUM momentum With over A$1.002 billion in Funds under Management and a long track record since 1974, there is potential to expand advisory services, fiduciary offerings, and fee-based investment solutions to a stable, growth-minded client base.

Beneficiary reach Having supported the education journey of more than 576,600 beneficiaries signals broad client impact and potential for scalable referral programs, partnerships, and educational planning services targeting families and educational institutions.

Philanthropy angle Active advocacy for affordable, accessible, and inclusive education along with philanthropic initiatives creates openings for ESG-aligned product collaborations, socially responsible funds, and impact-focused sponsorships.

Growth potential Revenue range indicates a mid-sized operation with room to broaden product suites, digital engagement platforms, and technology-enabled financial planning tools to capture more of the Australian education financing market.