For financial planners
Help farming families secure the legacy, not just the retirement
As a financial planner, you help shape your clients' financial future. Now, with succession planning, you can guide families in securing their legacy, ensuring both wealth continuity and a solid retirement plan.
See the product, how it fits your practice, and how it could work for your clients. No obligation.
The starting point
You already have the ideal clients
You already have the perfect clients in your portfolio—families who will need succession planning. With this service, you’re simply unlocking deeper value for them and for you.
Nobody is asking you to go and find new clients. They’re in your book already, and most of them have never been offered a structured way to work through this.
The honest objection
“I'm not qualified to cover the legal or operational matters.”
You don't need to be. The platform guides the financial side, which is where your expertise already sits, and flags exactly where another professional needs to step in — a solicitor for the legal structures, an agronomist or consultant for the operational realities.
When that point arrives, the platform prepares a redacted, professional-safe briefing package for that specialist rather than leaving you to explain the whole family situation from scratch. You stay firmly within your scope of practice while the platform manages the hand-off.
In the product
The screens you'll actually work in
Bring assets, ownership and debt into one professional register
This populated financial register combines land, livestock, machinery, off-farm assets, entities, ownership percentages, values, liabilities and reliability indicators. Advisers gain a structured working picture of the family's economic position, while professional-review warnings keep estimates and proposed treatments in the right context. It is powerful organisation without pretending to replace specialist advice.
See lending and liabilities alongside the succession plan
The Loans & Liabilities register makes debt visible as part of the planning picture rather than an afterthought. Facilities, lenders, balances, security and connected assets can be reviewed in a dedicated view. Advisers can identify funding dependencies and information gaps earlier, supporting more realistic pathway and implementation discussions.
Illustrative example using the built-in Murray family demonstration case. Not a real client.
The commercial case
An engagement fee, then the ongoing planning work
Succession planning is a natural extension of your role. You already guide clients on retirement and wealth — now you can ensure their family's future too.
The engagement itself is billable advisory work delivered across roughly 12 months. What follows is the ongoing financial planning and review work that a newly restructured family enterprise generates: retirement funding, insurance, the next generation's own position.
Grow the book, too
Practices that join as partners can receive referred work as well as send it. It's a real, active arrangement — a cross-referral relationship between partner practices that already operates today.
It's a programme you opt into and we coordinate, not a self-service directory. There's no “browse other partners” feature on this site to point you at.
Retirement is the part families avoid discussing
Whether the parents can actually afford to step back is usually the question underneath every succession conversation, and it's the one most likely to be assumed rather than checked. The platform treats it as an assumption requiring confirmation, with the numbers attached — which is exactly the ground you're strongest on.
Junior planners can deliver this too
The structured process and AI support mean less experienced planners can facilitate engagements confidently, with senior oversight retained through the console.
Getting started
We don't leave you to figure this out alone
Practice setup and orientation, help identifying likely clients from your existing base, staff training, and hands-on support through your first client engagement.
Deliver it yourself, with support
We stay involved through your first few live engagements, not just the setup. Training is flexible — online sessions through to in-person staff training — and most practices are up and running within a few hours.
Or refer the client to us
Prefer not to deliver it yourself? Refer the client through, we handle delivery, and you keep a share of the revenue while staying connected to the outcome. It's a genuine option, not a consolation prize.
See it running against a real family case
Thirty minutes, on a call, with the product open. We'll walk through what delivering this would actually look like in your practice.
See the product, how it fits your practice, and how it could work for your clients. No obligation.