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03 September 2022
This week of Findex Friday on The Rural Roundup podcast is with Doug Davidson, Findex Associate Partner for Wealth Management. Although some farmers believe they are going to continue farming their entire life, and leaving the farm is not an idea they entertain, addressing the planning early allows for more clarity and options moving forward. Doug goes into:
The most important thing when starting the succession planning process
What farmers commonly want in a succession plan
The importance of considering a future lifestyle as well as living costs
Why starting early with succession and involving the family is important in a successful plan
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Doug brings over three decades of experience in the financial services sector, delivering tailored wealth management solutions with a focus on long-term partnerships. His advisory approach is grounded in a deep understanding of what matters most to his clients: the ability to enjoy life today while building security and prosperity for the future.
He specialises in providing financial advice that helps New Zealanders improve their quality of life and build a better future. Doug finds the most rewarding part of his role is making a real difference in his clients’ lives through long term partnerships that help clients achieve their long term and lifestyle goals.
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