Here to help your family succeed at succession.
Succession involves more than just transferring farm and non-farm assets between generations. At its heart, it is about ensuring the continuation of the family's values, traditions, and legacy for generations to come.
We understand that no two families or businesses are the same. Every family has its own unique story and plots its own unique course to success. And every family must navigate its way around its own unique set of challenges.
We have observed many recurring themes over the years which, when aggregated, form something of a roadmap which we now use to help guide other farming families on their own unique succession journeys.
This long heritage of working with farming families of every shape and size uniquely positions us to provide the stability, continuity, and guidance required to help you achieve what matters most.
From start to finish.
We guide you through every step of your succession journey - from starting the conversation to creating a clear roadmap, to co-ordinating professionals, to implementing your plan and then checking in to see how you are getting on.
We are here to help you achieve what matters most to your family.
360 Perspective
Succession often means different things to different families.
Whatever succession means to your family, our unique perspective and market leading approach provides comprehensive, fully considered solutions which bring together all the moving parts to help you make the right decisions now and for generations to come.
Family
Legal
Tax
Business
Property
Financial
Inheritance
Why farming families choose Us
What makes us the go to firm for farming families looking to succeed at succession is, first and foremost, the way we work and our approach to problem solving:
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We project manage every aspect of your succession journey so you can focus on what matters most to your family.
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We combine traditional values and innovative thinking to help solve the big problems and deliver truly exceptional outcomes for farming families - no matter how complex or complicated the situation.
Traditional values
We believe in family first. Everything we do is guided by the overaching importance of family.
Forward thinking
Our people are industry leaders. Our people are some of the brightest minds in farm succession and trusted advisors to families across Australia.
Understanding
We see beyond the numbers. We know and understand the unique and often complex issues facing farming families transitioning between generations.
Experience
We've been around the block. With close to two decades on the ground helping farming families successfully deal with generational change, there isn't much we haven't seen.
Handing it on. Not over.
This simple philosophy is at the heart of everything we do and inspires our 'family first' approach to succession and helping farming families achieve what matters most across generations.
Our story
Based out of Rockhampton, in the heart of prime cattle country, we have a small family firm feel with a large firm reputation and our people are some of the best and brightest minds in their fields.
We help farming families of all shapes and sizes across Queensland and further afield succeed at succession by helping them to transform their fears and challenges into a positive vision so that they can plan for the future, manage change, avoid the pitfalls, and transition more confidently and successfully - all while staying friends.
We understand that succession is not a destination but a journey and what is required to achieve a successful outcome. We work with you and your trusted advisers to create clear objectives, cost effective solutions, and definite results within realistic timeframes.
If you haven't heard of us, that's on purpose. Our focus is on helping farming families and not on self promotion. It's also why you won't find us on the socials. You will, however, find us where it matters most - on the ground helping farming families successfully tackle the challenges posed by generational change.
With close to two decades of hands on experience, we are the firm of choice for families looking to succeed at succession.
Advice that fits like your favourite pair of boots.
Our clients range from very large multi-generational corporate family groups through to small family operations.
If experience has taught us anything over the years, its that irrespective of size, succession means different things to different families.
Whatever succession means to your family, our 360 degree approach ensures that our comprehensive solutions reflect your family and its unique situation.
Hearts and Minds.
Succession involves more than just transferring farm and non-farm assets between generations. At its heart, it is essentially personal - its about family.
In our experience, succession often fails where the focus is on one aspect over the other.
Our market leading approach helps farming families to successfully tackle both the 'hard' and 'soft' issues involved in transitioning between generations and motivates them to expand their thinking about what's possible - all in one place.
Traditional values. Forward thinking.
Ready to get started?
It's simple.
Just grab a cuppa and pick up the phone or drop us a line below.
It's time to leave the fears and concerns behind and take the first steps to securing your family's future for generations to come.