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.
Follow to keep the conversation flowing
Follow Jack on Instagram https://www.instagram.com/cressy__/ and Twitter https://x.com/jcressw3
YouTube https://www.youtube.com/@farmsadvice
Follow Farms Advice - https://instagram.com/farmsadvice
Join the Farmers Only Group - https://www.facebook.com/groups/farmsadvice
For more like this go to https://farmsadvice.com.au
Hosted on Acast. See acast.com/privacy for more information.