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FINANCIAL PLANNING
The investment of assets off-farm, retirement planning and wealth protection are important aspects of every farm business.
In agricultural areas it is often the case that professional advice in these areas is in short supply and dominated by product providers eg insurance companies or financial institutions.
To provide an unbiased alternative and assist clients in dealing with these issues, Planfarm have three staff who are authorized representatives of Count Financial Ltd (AFSL no. 227232)
These consultants work closely with their clients to provide investment and financial planning advice that fits the special circumstances of the family farm business. Issue such as marginal taxation rates,
farm cashflow, succession planning and estate planning all interact and it is essential to work with professionals who have a good grasp of these issues and how they affect your business.
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Service Listing.
Please click on the links below for more detailed information on our specific services that we provide:
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