Jack speaks with Angus Stevenson, a boutique financial planner who specialises in farming families. They discuss how farms can build off-farm wealth, prepare for succession, and make capital-allocation decisions that support both the business and the family.The conversation explores why fair does not always mean equal, how to phase succession over time instead of treating it like a deadline, and why diversification matters when a family’s wealth is heavily tied to the land.
Links:
Terrabella Wealth: https://terrabellawealth.com.au/ Tell him Farms Advice sent you and he'll look after you.
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