Sheila Cabacungan CFP®

Speaker – Collaborative Stream

Board Director of the Financial Advice Association Australia and founder of Wealth Forum

Sheila Cabacungan CFP® is a Board Director of the Financial Advice Association Australia and founder of Wealth Forum, a self-licensed financial planning practice in Sydney’s West. With over 25 years’ experience, she champions collaborative, values-based advice and financial literacy. Sheila also hosts the Money Maven podcast and radio show on SWR99.9, spotlighting money and life conversations for her diverse communities. In this session, she shares insights on how she works with the professional advisers so they can confidently refer clients into collaborative practice, overcome barriers, and align messaging to support families navigating inheritance and intergenerational wealth conversations.

Preventing Disputes

Learn how collaborative estate planning can reduce conflict and protect family relationships before disputes escalate.

Practical Tools

Gain hands-on strategies and frameworks for using collaborative processes to resolve estate disputes effectively.

Protecting Legacies

Understand how to secure client wishes while minimising stress, cost, and the emotional toll on families.

War-Torn or Watertight? Playing the Game of Life: How Family-Inclusive Collaborative Estate Planning Prevents Disputes

Estate disputes don’t begin after death – they begin with well-intentioned planning built on assumptions and best guesses about family dynamics.

In this immersive, interactive session, participants step inside a re-imagined Game of Life to explore how everyday estate-planning scenarios can quietly set families on a path toward either harmony or conflict. Guided by an interdisciplinary team – estate planning and disputes lawyers, a financial adviser and a communication coach – you’ll experience how family-inclusive, collaborative planning addresses the legal, financial and human realities that traditional siloed planning often overlooks.

This is not another panel session. It’s a live, participatory experience that reveals how collaboration before death can be the most powerful form of dispute prevention.

Game Over or New Beginnings? Playing the Game of Death workshop: How an Interdisciplinary, No-Litigation Framework Reimagines Estate Dispute Resolution

When someone dies, estate disputes are rarely just about the estate. They are about grief, relationships, power and fear – and traditional dispute resolution often makes those dynamics worse.

In this immersive follow-on to Playing the Game of Life, participants step into the Game of Death to experience how estate conflicts unfold after loss – and how an interdisciplinary Collaborative Practice team can fundamentally change the outcome. Through a live scenario, audience decision-points and facilitated discussion, this session shows why lawyers working alone are no longer enough, and why estate disputes need teams, not courtrooms.

Expect insight, interaction and a powerful re-imagining of what resolution can look like after death.