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Hi I'm David

I’m committed to helping family-owned businesses and farms with structuring, succession planning and other business advice. Please get in touch and let me know how I can help you.

 

Business Partner

CA, CPP

 

AREA OF SPECIALISATION

Agribusiness, Business structuring, Business strategy, Succession planning

DESCRIBE A TYPICAL DAY AT (OR OUT OF) THE OFFICE

Being a farmer, my day starts before the sun comes up. It’s busy and varied: moving stock, dagging lambs, fencing, reading Farmers Weekly and the Tax Information Bulletin, checking the obituaries. I have a bit of a drive to the office, so I’m talking with multiple customers while in my ute (always handsfree), before I’m out of cell phone coverage.

 

WHAT DO YOU LOVE ABOUT YOUR JOB?

The good days... when everything goes well, you've got a result for the customer and their whole family. It might be financial advice, but equally it could be helping customers make decisions to help them realise their goals.

 

WHAT BROUGHT YOU TO RIGHTWAY?

I'm very much a product of the 80s.... farming was supposedly a sunset industry, so accounting seemed like an appealing, more stable option, where I also get to share knowledge and help people. So really, I arrived here via a series of incremental steps and a desire to do things better.

 

DESCRIBE A TIME WHEN YOUR ADVICE AND SUPPORT REALLY MADE A DIFFERENCE FOR A CUSTOMER?

We had a customer who had invented a product, which was selling well. But the business was taking a considerable amount of time and energy. We helped him through the business sale process, which enabled him and his family to end up in a good financial position. And he gained more time to spend on his other business and with his family.

 

If you had a guilt-free $1000 (or 2K or 5K) to spend, what would you do?

I'm an accountant with Scottish roots – I wouldn't be spending it, I'd be saving it.

 

Presuming loved ones and pets are safe, what three things would you save from a house fire?

Photo albums, especially from the big overseas trip I did with my wife Karen, a couple of old books and the car keys (to make our escape).

 

What’s the best piece of business or life advice you ever received?

Panic slowly.

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I love when everything goes well, you've got a result for the customer and their whole family. It might be financial advice, but equally it could be helping customers make decisions to help them realise their goals.
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