Every Family has a story
Family is at the heart of everything we hold dear. There’s a generation of farmers who want to find a better way to manage the family farm to the next generation and build a meaningful life for themselves beyond the farm gate. Family is at the heart of their decision making..
30 years of Financial Expertise.
Nearly 20 of those working with rural families in and around Toowoomba. Further decade for private wealth management in both Sydney and Brisbane advising some of Australia' s wealthiest, dynastic families.
Aussie Farmer Life explained
Despite running successful farming enterprises and having multiple generations involved, what I find when talking to farming families is that there are some common problems, no matter where they live or what kind of rural enterprise they run.
The common problems are:
They don’t have a plan to transfer assets to the next generation and they’re afraid it will blow up the family.
They don’t know where to get good advice and they don’t know what good advice looks like; and
Investment risk is shrouded in mystery and so they would rather put off their dreams of retirement than take that risk.
Good seasons come and go. It’s during the bad seasons when holding on to what you’ve accumulated is key, but this requires focus and attention; resources are in short supply when there’s work to be done. And so it goes that the plans aren’t made and you’re left hoping for the next good season to come along so you can retire.
It can seem overwhelming when these problems collide and it’s easy to lose focus and push the problem aside, so another year goes by when nothing is done. I spend a fair bit of time getting to know what makes you tick, what you hold dear and what your aspirations are and then side by side with you develop a plan which I help you stick to.