Financial Planning
We have a nice and easy stress free process that doesn’t “sell” and doesn’t recommend investments that we wouldn’t recommend to our family and friends.
Do you have a farm succession plan? Is your super working hard enough? Have you got the right investments for you? Need investment ideas? What about providing for our children or grandchildren’s education?
Let us provide honest, professional advice tailored to your needs.
Farming family specialists
Financial Planning
Farm succession can become the elephant in the room and is one of the biggest challenges facing farmers Australia wide. There is no single easy solution and families and farms can be lost if not done right.
Farmers want to ensure that the family farm is passed onto the next generation, while ensuring the enterprise stays viable and profitable.
The best-case scenario is that the retiring farmers have an adequate income and some provisions are made for the non-farming children.
We can help you work through the minefield.
Investments
Should you buy equipment, pay off debt or put it in FMD’s? Or buy more land?
That depends on what your’e trying to achieve.
GFA Financial Planning can help you how to get the most out of all the hard work and risk you take as a farmer. We help you work out where you want to go financially, how you can get there and what investments will suit you best.
We want you to feel at ease during the journey by having someone at your side who understands what you’re trying to achieve.
Superannuation
Is superannuation a good idea for farmers? Or should you buy equipment, pay off debt or put it in FMD’s?
Superannuation legislation is a complex area. Ensuring your super is the right fit for your needs, and working at its full capacity, is vital.
With so many products to choose from and so much information in the media, what super fund is best for you?
We will help you with the following: