The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial goals such as providing for their families and creating wealth. A key component of succession planning for business owners that is completely overlooked or not attended to correctly is planning for unexpected events such as…

For the last ten years I have been travelling regularly to regional Western Australia where I help families with their estate and succession planning requirements. What is interesting is how quickly circumstances can change necessitating an alteration  to estate and succession plans. When estate plans are prepared you allow for a certain number of probable scenarios. However, due to…

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Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth.

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