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.

Watertight or War-Torn? How Family Inclusive Collaborative Estate Planning Can End the Cycle of Estate Disputes

Estate planning should provide peace of mind — yet too often it leads to disputes that fracture families and drain resources. This session explores how family-inclusive, collaborative approaches can create watertight plans that minimise the risk of conflict.

Attendees will learn how to design estate plans that reflect client values, strengthen family relationships, and reduce the likelihood of contested outcomes.

Securing Legacies: Workshop on Collaborative Tools for Estate Disputes

This interactive workshop focuses on practical tools for resolving disputes once they arise. From communication frameworks to structured collaborative processes, participants will explore methods that keep families at the centre while achieving fair, sustainable outcomes.

The session will equip practitioners with practical skills they can apply immediately, helping clients preserve their legacies while protecting relationships.