succession planning financial security “how to build a legacy” … · 2018-08-15 · the fear...

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Cotton Australia Succession Planning “How to Build A Legacy”© Susan Bryant...Seeds of Advice

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Page 1: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Financial Security

forRural Contractors...

Cotton Australia

Succession Planning

“How to Build A Legacy”©

Susan Bryant...Seeds of Advice

Page 2: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything
Page 3: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

0459691428

Text me name & email…I’ll send you a gift

Page 4: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

This is what what we’re after...

Page 5: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

The Issues...

Page 6: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Issue One:No control….

Page 7: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Issue Two:You’ve got no plan…if things go wrong

Page 8: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Issue Three:You don’t know what the future looks like…Plans for the kids…… and what happens when you’re gone are in a Mess!

Page 9: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

The Fear is...

you could work hard your whole life and still lose

everything...

Page 10: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

If you get this right...Well there’s a whole lot of UPSIDE coming your

way …

But!

Page 11: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

You have the power to change Your world…

and your Legacy can

change The world

Page 12: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

The most important place to start…

“When your values are clear – your decisions are easy”

Page 13: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

3 kids Mum alone

Big debt to buy new place

1 son married with baby

Page 14: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Off farm wealth...how to do this effectively

Get on track....

Page 15: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

What if that was your empty seat…

Page 16: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Plan your legacy

Page 17: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Structure...Process and a Clear Plan of Action!

Page 18: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

And now

...you’re back in control

Page 19: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

What Will Your Focus Be? Are you ready?

Find out at

agribusinesslegacytest.com.au

Page 20: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Financial Security Focus Session

Page 21: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

If a person does not know to which port he is steering...

Then no wind is favourable to him...

Page 22: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

I’m Susan Bryant... Wealth Management advice for family businesses...25+ years experience in financial planning;15+ of those working with rural families…And a decade in private wealth management.

Questions?

Page 23: Succession Planning Financial Security “How to Build A Legacy” … · 2018-08-15 · The Fear is... you could work hard your whole life and still lose everything

Thank you!

Find me at:www.seedsofadvice.com/

Follow me at:https://www.facebook.com/Seedsofadvicehttps://twitter.com/ValuedAdviserhttp://au.linkedin.com/in/susanbryant1

Or contact me atPhone...0459 691 428Email [email protected]