Succession Planning: Its individual conversations – Available after a basic plan has been completed.
Description of content
- Individual private conversation with each family member
- 1 day meeting with all parties involved with the business and succession planning process.
- Written report to the business with suggested succession strategies, action plans and timelines with a second report issued that is provided to the solicitor. This ensures no time is wasted with solicitor repeating work already done.
- Financial analysis of the preferred succession planning scenarios.
- Monthly phone call over a 12 month period to determine if issues have changed succession plan actions / timelines:
– have plans been actioned
– queries
Quotes for business plans on application.
FINANCIAL PLANNING FOR YOUR FUTURE
This service is provided by Financial Advisory Services to RST Business Solutions clients. Confidential meetings can be arranged at your business office or at the Adelaide FAS office. A highly recommended opportunity to secure professional superannuation, investment and financial succession planning advice. The service is specifically customised to your personal and business needs. Financial Advisory Services (FAS) is a long established, independently owned financial planning group. FAS is the holder of an Australian Financial Service License (number 227929) and have a team of highly qualified and experienced advisors and client service staff. FAS consists of 4 licensed advisors being principal Barry Crabtree, John Neuling and Tracey Ashworth. They offer their clients a broad range of financial and investment advice and their clientele consists mainly of high net worth farmers and the self employed and their families.
RST work collaboratively and fees are negotiated with FAS.
FAS is a principal member of the Financial Planning Association of Australia.
Contact information is as follows:
450 Pulteney Street
Adelaide SA 5001
Ph: 08 8232 3111
Fax: 08 8232 3122
Email – advisor@fas.net.au
Web – www.fas.net.au