Dave Bartram

Dave has extensive experience in helping clients achieve their goals and aspirations. With nearly 20 years’ experience in the agribusiness banking industry and owning a finishing farm in Central Hawke’s Bay, Dave is an expert in building robust practical business plans that provide for a sustainable future.  He is a certified Xero, Figured, and Farm Focus advisor, and his knowledge of these programmes gives business owners the power to build, implement, and monitor their strategic plans.

He also brings to the team extensive experience with intergenerational agribusiness transition, a key issue for the sector.  Dave understands what is important for individuals and families with the exit or transfer of business assets to family members, and can help implement strategies for this and present on this topic to other professional stakeholders including lawyers and financiers.