Pass the Baton

THE CHEQUE BOOK PLAN – INTERVIEW WITH A BANKER

July 25, 2022 Tony Catt - Catapult Wealth Season 1 Episode 19
Pass the Baton
THE CHEQUE BOOK PLAN – INTERVIEW WITH A BANKER
Show Notes

Do bankers regularly get involved in succession planning discussions? Yes! 

With over 25 years’ experience working in finance, and a life spent living and working on farms, Deb Purvis is not your average commercial finance broker. Deb has worked alongside generational farmers, accountants, and advisors to procure funding solutions with Australia’s traditional banks. 

In this episode, Tony interviews Deb about the key issues, roadblocks and how farmers can be better prepared when handing over the finances of a farm business.