Ensure a harmonious future for your farm and your family
Benefits for Victorian Farmers:
Succession Planning
Be guided through a smooth handover to the next generation, minimising tax burdens and ensuring a successful farm transfer.
Estate Planning
Protect your assets and ensure your wishes are conducted, avoiding family disputes and financial hardship.
Cash Flow & Asset Protection
Safeguard your farm and off-farm investments from unforeseen circumstances.
Supporting Family
Learn strategies to provide financial security for off-farm family members while maintaining a harmonious family dynamic.
Distinctive Approach
Discover the transformative power available to you as you engage in meaningful conversations about your life goals, values, and the ideal legacy you envision for your family farm. Tailored for families with total balance sheet assets of $10-$80 million, including on and off-farm assets, this approach is designed to seamlessly align your financial and life affairs.
Achieving Peace of Mind and Generational Wealth
You can rest assured your legacy is in perfect hands. This proprietary Personal CEO program has guided countless families to preserve their wealth for multiple generations.
What sets us apart:
- Experience: Working with families across Australia including those in successful agriculture businesses like yours.
- Proven Success: A strong track record of preserving wealth for generations.
- Focus on Harmony: Fostering open communication and helping families like yours, achieve peace of mind.
Questions? Give us a call 1800 865 202
