James and Sue’s Story

Photo courtesy of Michael Petey, The Land Newspaper.
Photo courtesy of Michael Petey, The Land Newspaper.

We’ve been farmers our whole life. After we built up and sold our first farm we moved to a much larger property – this meant taking on more debt and more work. The work side of things has never worried us as that is what we know however the finance side of things was something we felt should be looked at by someone who is in that game.

For us, seeing a financial planner was like tidying up loose ends. It brought everything under one umbrella and gave us a clear and achievable path forward and into retirement.

Our personal insurance has been put in place so that if either of us were to get injured and couldn’t work, the other could continue running the farm without any worry about money.

Our superannuation has been tidied up and put into a better fund so that we can achieve a comfortable retirement. We were also advised to refinance our loan with a much better interest rate, which we did. The process was handled by Tempus Wealth which made it easy for us.

We certainly have peace of mind now in regards to our financial future and really feel like we want to spread the word. We’ve just seen it as outsourcing our unnecessary worry.

Yes please contact me

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