Top Ten Tips to Enhancing your Emotional and Financial Relationship

Know your Values and the Values of your partner Be aware of your own attitudes and the attitudes of your partner to money (money messages) Understand your financial position – jointly attend all financial and legal meetings Jointly develop short and long-term Goals which are aligned to your values and financial position Develop the skills […]

Top Seven Steps to Successful Succession Planning

Start Early. Most families don’t talk about a plan for the continuance of the family business. Even fewer complete a plan that can be successfully carried out. Developing a good plan takes time, often years. The sooner you start with succession planning the better. Begin discussing the issues before a crisis. Communication. Ground rules need […]

Notes from Bernie’s radio interview with Tony Delroy’s Nightlife on ABC Radio 702 on Tuesday 10 March.

Click here to download the Podcast Introduction What is it about succession planning that strikes fear into the hearts of the most resilient of human beings? Why is it that too many farmers and family business owners let death, divorce or illness make their succession planning decisions for them?  Tonight we are joined by psychotherapist […]