A farm succession planning service

• Strict confidentiality


• A review of your current farming situation


• The identification of areas where savings can be achieved immediately


• Preparation of an easy yet comprehensive plan for the succession of your farm entity that will provide guaranteed funds to retire on comfortably


• Liaison with accountants and lawyers


• Complete disclosure

Fees you can afford

More often than not, we are able to save clients so much more than the cost of preparing a plan. We also provide peace of mind from knowing that the necessary steps are in place to enable trouble free farm succession.

Farm Succession Plans

As no one farming situation is the same all our plans are individually tailored to suit your specific needs and circumstances. We believe that Farm Succession Planning should always be geared to the family, not the Bank. The strength in family and family businesses is when they work together, not apart.

Don't have your children "buy" their inheritance! It make's no sense!

Keep the money in the family! Become your own Banker!

Let us put in place the plans that will allow you to regain control!

Once a plan has been put in place we implement a regular monitoring service that is generally of little or no cost to you. Farm Succession Planning Co. Ltd. write and supply personalised farm succession plans for farmers who want to achieve farm succession. The plans are drawn up after a personal fact finder is completed. The plan tracks the farmer through the whole process of farm succession. The plan gives a full explanation of the entire process and the costs involved.Those costs vary depending on the the farmer and his/her circumstances as well as the degree of implementation that Farm Succession Planning is involved in. Seldom, if ever, does a successful result come about by chance or luck; successful results come about through foresight, planning and implementation of the plan. We at Farm Succession are no different. Our expertise has been earned years of experience (since 1992) in the field successfully working with farmers to achieve farm succession.

Once a plan has been written and evaluated to ensure you are getting what you want it is implemented and monitored by us. Over the course of time circumstances change and our plans are flexible enough to allow for those changes. Because we are "neutral" Farm Succession is perfectly suited in a mediation role when planning for farm succession. Often families don't communicate as well as they could. To find out exactly what all family members want or and/or would like to have happen is essential. We can help to get families around the table for discussion.

Family Trusts

Farm Succession Planning outsource to establish Family Trusts for you that protect your assets from hawks and predators, in effect we put an electric fence around your assets. We at Farm Succession Planning have been helping establish trusts for farmers throughout New Zealand since 1992 and will work with you to establish the best type of trust for your situation.

Complete Personal/Family Protection Plans

In personal files there is often outmoded and outdated insurance products that need upgrading. Money can often be saved and superior benefits provided. This area needs to be monitored regularly. This is an area of support that Farm Succession Planning can provide for you on an independant basis using the most up to date computer software to compare all the main products, suppliers and rates.

Family Agreements

Farm Succession Planning knows the importance of family and keeping family harmony. Family meetings are arranged and written agreements are set up in order to protect all parties involved.

• Agreements that ensure reward is given for input and all parties are protected


• Agreements that have the goal posts you are working towards cemented in concrete


• Agreements that outline the future and are signed off by all parties

All family membes should know what is happening, who is to inherit what, when, and the process to achieve it all.

Mortgage Structure to suit your cash flow

Farm Succession Planning can structure your mortgage to suit your cash flows. Farm Succession can make savings for you in the total mortgage cost by outsourcing to mortgage specialists that we have associations with.

Don't delay: get in contact with us today