Case Study: Paistex Pastoral Co. plans and forecasts with Figured

Using Figured to plan the future they want for their farm and family

Paistex Pastoral Co., a farming operation in New South Wales run by Doug and Georgie Kelly, faced the challenge of managing their recently acquired farm and securing its financial future amidst unpredictable environmental conditions. They needed a way to actively participate in their financial management and plan for various scenarios. They turned to their advisors at PrincipleFocus and began using the Figured software to gain clarity and control.

The solution from Figured provided the Kellys with a forward-looking planning tool, enabling them to model different financial scenarios and forecast cash flow up to a year in advance. This allowed them to see the impact of rising costs and make proactive changes to their operations. By implementing Figured, the customers gained confidence and a front seat in managing their finances, ensuring their business could support their family's goals. The vendor's platform also facilitated a stronger collaborative relationship with their advisory firm, PrincipleFocus.

Paistex Pastoral Co.

Georgie Kelly

Paistex Pastoral Co.