Purpose Statement

Farm Plan's purpose is to help People and their Businesses succeed.


If you need help with your BUSINESS PLANNING, FAMILY SUCCESSION PLANNING, FINANCIAL MANAGEMENT or an EQUITY PARTNERSHIP, we'd love to hear from you. For an obligation free chat, simply give us a call on 027 615 4500, or go to our contact us page


Why We Started Farm Plan

The idea of starting Farm Plan began in the deepest recesses of Peter photo_1.JPGFlannery's mind.  Overtime it slowly fought its way through the clutter and discarded dreams of scoring tries for the All Blacks and making centuries and taking hat tricks for the Black Caps. In mid 2010 it finally arrived, firmly locking itself at the front of Peter's mind.  

Peter arrived home from work one evening and boldly declared to his wife Margaret "I think I should resign from the Bank, and we should start our own Company!"

Once Margaret lifted herself off the floor and realigned her jaw, they sat down and discussed the prospect of starting their own Company, and so Farm Plan was born. They completed their own business plan, did some market research, sought advice from Bank peers, senior management and clients. The feedback was overwhelmingly positive and so Farm Plan Ltd was finally incorporated on the 24th of June 2010.

Peter and Margaret Flannery had identified a need to help farming businesses improve their business management and governance skills. The initial services offered were Business Planning and Financial Management. However over the first 12 months it evolved due to requests from clients, and Farm Plan now offer the four services of:

  1. Business Planning
  2. Financial Management
  3. Family Succession Planning
  4. Equity Partnership Facilitation

Farm Plan remains a niche Company, with Peter Flannery handling the face to face meetings with clients, and Margaret fulfilling the administrative roles within the Company.We see ourselves as offering an elite and niche service. We wish to maintain a small and targeted customer base within the lower South Island. Throughout our previous careers we have always been focused on delivering high quality service, and we bring the same values to our own Company.

Farm Plan’s ValuesDads_Slides_311.jpg



Work in partnership

Continuous improvement

Result focused


Farm Plan’s Purpose Statement

       To help People and their Businesses succeed.

 Farm Plan’s Mission Statement

Adding value by empowering Clients to get the best out of their Business, through the provision of an elite niche Business Coaching and Financial Management service.

Why Work with Us?

Do you have a need, and just as importantly do you want to act on that need?

Our purpose statement is to help people and their businesses succeed. This is all about helping you get the best out of your Business. If you feel there is room for improvement, then you will need to implement some change, however drastic or subtle. If you do what you have always done, you will get what you have always got.

If you are content with the state of your business, then you will see little value in our services. If you do have a need, but you are not committed to making changes, however drastic or subtle, then there is no point starting.

If you cannot answer yes to all of the following questions, then you may have a need.Dads_Slides_325.JPG

  • Are you getting the best out of your business?
  • Is your Business running at full capacity?
  • Is your Business sustainable?
  • Is Your Business fully grown?
  • Are you comfortable with and do you understand the risks in your Business?
  • Do you control your Business? (Or does your Business control you?)
  • Do you spend enough time working on your Business?
  • Do you have enough time?
  • Do you focus on things you can influence versus things you cannot control?

If you have identified that you have a need, are you prepared to act on it? Have you considered the consequences of acting versus not acting? Assuming you want to act, why use Farm Plan?

The benefits of using  Farm Plan

  1. We are a specialist service provider in our four areas of service. We have, and want to continue to have, low numbers in our client base so we can be accessible and responsive. The benefit to you is you will receive as much time as required to meet your needs.
  2. We are independent of any other service provider. Our only agenda is to help you succeed. So we will not steer you down a path that is beneficial to us rather than you. The benefit to you is you have every opportunity to achieve the result you want to achieve.
  3. We base our pricing on value rather than cost and we prefer to work on an agreed fixed price. The benefit to you is that you are not "clock watching" and there are no surprises when you receive our account.
  4. Our methodology is we coach rather than tell. People are usually more convinced by reasons they discovered themselves than by those found by others. (Blaise Pascal - French Mathematician, Philosopher & Physicist 1633 - 1662) The benefit to you is you will buy into the plan, because it is your plan, not ours.
  5. We all get busy doing what we are doing and sometimes we lose clarity. We bring a disciplined approach to monitoring and reviewing of the plan, to the point that it should eventually become habitual. The benefit to you is that you retain focus on what is important to you thereby enhancing the success of your Business.
  6. By regularly stopping what you are doing, sitting down and talking about it with your Business partners, you end up with a shared vision and agreed plan. The benefit to you is that you are all moving in the same direction in pursuit of a common goal.

But don't take our word for it. Refer to our Testimonial page, and read what our clients have been prepared to say about their experience of working with Farm Plan.