Services

“Succession is similar to a journey or a trip. We have a basic idea of where we want to go or end up but are vague about how to start.”

Much like a travel consultant, John White can help you with your personalised ‘travel guide’ to identify succession pathways for stakeholders and support you in your journey towards retirement:

• Meet at a time and place that suits you
• Determine the current circumstances and dynamics including assets, loans and the wishes of each person involved
• Assess the viability and sustainability of the enterprise – currently and moving forward
• Assist and liaise on your behalf to determine government benefits (Age Pension, Aged Care and Farm Household Allowance)
• Assist as needed with discussions involving finance, accountants or lawyers
• Facilitate meetings with all stakeholders regarding income and other sensitive matters
• Confidential support enabling all family members to express their wishes or concerns.