About This Webinar
“Accountants focus on tax – trying to save their clients from paying 47% of their annual INCOME in extra tax. But if Accountants stay clear of providing Estate Planning advice to their clients – their clients may lose up to 100% of their assets! (This is way more than 47% of their annual income!)” Tim Munro

“I honestly believe PROTECT is the most innovative product in the Accounting industry in the last 10 years.” David Boyar

If you weren’t able to join us for The ChangeGPS National Tour, now’s your chance to see the digital launch of PROTECT!

PROTECT is a game-changer in estate planning because it

-Simplified Process: Breaks down complex estate planning concepts into understandable, actionable advice.

-Customised Solutions: Offers personalised strategies that align with your clients' unique family dynamics and financial situations.

-Peace of Mind: Provides your clients and their families with the assurance that their assets are protected, mitigating the risk of future conflicts.
Agenda
  • Learn about the upcoming intergenerational wealth transfer and how Accountants are primed to be the heroes of the $3.5 trillion passing hands.
  • Find out why Accountants are in the perfect position to provide Estate Planning advice.
  • See how PROTECT empowers you to deliver tailored, strategic advice, ensuring your clients' wealth is securely transferred and their legacies preserved.
Presenters
  • 1709260517-0c53432fd92c1189
    David Boyar
    CEO, ChangeGPS
    David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
  • 1709260519-c900da2a4fe1f6dd
    Timothy Munro
    Founder & Executive Director, ChangeGPS
    Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.
  • 1709260643-f216d920c6047ac5
    Scott Peeler-Hammond
    New Member Consultant
    Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales.  He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.