Off-Farm Investment Advice & Farm Succession Planning
Farm succession planning is one of the most difficult planning issues we confront when providing financial advice to the farming community. We will explore your ability to build non-farm/off-farm assets, while ensuring the farming business remains viable.
The most desired outcomes are to ensure the retiring farmers will have an adequate income sourced from off-farm investments, that the farm remains a viable operation, and that there are adequate provisions made for the non-farming children.
Due to the complexity of farm succession planning, it is vitally important that the resources of an adviser with empathy and who understands what farmers face.
Brett Crabtree was raised on the wheat/sheep mixed operation as well as having advised farmers for over 25 years – this is a passion not just a career for Brett.
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Crabtree Private Wealth Pty Ltd is a Corporate Authorised Representative (No. 001274338) of DJM Financial Services Pty Ltd, AFSL No. 328056.
Registered office: 87 Devereux Rd, Linden Park SA 5065