About

Our Story

With practical experience of working with farming families for over 25 years, we have built up substantial skills covering family meeting facilitation, succession, wills and estate matters, asset protection and Capital Gains Tax advisory.

We know that Farm Succession Planning is as much an emotional journey for the family as it is a practical challenge involving financial, tax and legal matters.

As farm succession facilitators, we embrace the belief that the role of the facilitator is to assist the family to come up with its own viable solutions.

We have developed a 5-stage process, which allows farming families to take control of the progression of their succession planning strategies at their own pace, at their preferred time frames and at a cost that they are comfortable with.

With our extensive understanding of the taxation and legal aspects involved in farm succession and estate planning we can work with your accountant and solicitor to get your ‘Big Picture’ solution implemented. 

Noel Meney – Director

Noel is passionate about providing succession and family facilitation services to farming families in regional Australia.

His extensive farm business advisory, taxation, family facilitation and estate planning skills are all brought together in a cost-effective and easy succession planning model for farming families to determine their succession planning strategies many years in advance of their implementation.

Family facilitation and counselling are the key foundations of the service allowing families to develop and implement their own 'big picture' solutions in a manner that ensures that harmonious family relationships are maintained.

Noel has a strong belief that you can achieve more effective results when solutions are created, understood and accepted by the people impacted.