Australian farmers aren't just looking for help closing the books — they want a partner in making the next call. This practical guide gives you a scalable, structured approach to delivering real advisory value, no matter where your clients are at in their journey.
In This Free Guide, You'll Learn
From trade uncertainty to environmental challenges, Australian growers are feeling the pressure — and increasingly turning to their advisers for more than just compliance support.
Manage inconsistent data, varying tech skills and limited time with a framework for delivering advisory that suits a range of farming operations, from broadacre cropping to mixed enterprises.
Break advisory out into basic, intermediate and advanced service levels — meeting each client where they are and building value from there.
Get a look at how leading firms, like Newton & Henry, use Figured to collaborate with clients, deliver insights and build forward-looking plans.
Rather than customising every engagement from scratch, build one consistent model that scales across your team and flexes to different client types:
You have clients with different tech capabilities, different levels of financial confidence and different record-keeping habits — and inside the firm, team members with different levels of agri experience trying to deliver a consistent service. It stays hard to scale while:
The three levels, the repeatable workflows and the rhythm of reporting are made possible by the platform underneath: the Planning Grid where the financial plan is built from Xero or MYOB actuals and crop tracker forecasts; Crop and livestock trackers for hectares, yields, inventory and sales; the Allocator applying actual costs by crop or field to build accurate gross margins; live dashboards and report packs that are easy to review with clients, banks or family; and integrations that keep it all current with no double handling.
We got to a point where we were spending more time chasing and fixing spreadsheets than actually talking to clients. We needed a way to make the good work repeatable, and for the team to do it confidently without starting from scratch each time.
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