For family businesses, success is rarely just about the numbers. It’s about people, relationships and the legacy being built across generations. Succession planning plays a critical role in protecting that legacy, yet it’s often one of the most complex challenges a family will face.
This complexity comes from the natural overlap between family and business. Decisions are not purely commercial, they are deeply personal, shaped by individual goals, expectations and family dynamics. That’s why recognising and working through the emotional side of succession is just as important as the structural and financial elements.
Every family and every business is different, and so too is the pathway forward. There is no one-size-fits-all approach. Each succession plan needs to reflect the unique people, values, aspirations and circumstances at play, evolving over time as those elements change.
Our approach is grounded in the understanding that succession is not a one-off event, but an ongoing process that requires time, clarity and open conversation. We work alongside families to create practical, tailored pathways forward, helping bring alignment between generations while respecting both the business needs and the relationships that sit behind them.
Our Process
Succession Health Check
Know Where You Stand and What To Do Next
Our People
Lauren Brinkmann
Succession Planner
Lauren is a succession planner who partners with families and businesses to navigate transition with clarity and confidence. Her work focuses on bringing structure to complex decisions, supporting aligned outcomes, and guiding clients through both the commercial and human aspects of succession.
She holds a Bachelor of Science (Agricultural Science) and brings over 14 years’ experience in agricultural finance. Lauren also serves as a Director on the DairySA Board, contributing to industry leadership and development.
Having grown up on the Yorke Peninsula, Lauren maintains a strong connection to agriculture and remains involved in her family’s farm business. Outside of work, she enjoys spending time with her husband and two children, travelling overseas, and camping.
CONTACT:
(08) 8172 9111
39 Charles Street, Norwood SA 5067
Mark Foulis
Financial Advisor
With knowledge across both accounting and finance, Mark can provide a broad range of advice to his clients.
Having gained a vast level of experience in the building, logistics and primary industries, Mark decided to further his knowledge base by undertaking a Bachelor of Commerce (Accounting). Upon the completion of his studies, Mark decided that he wanted to provide personal advice to clients to ensure they achieve their personal and financial goals.
Mark joined Catapult Wealth in 2016 as a paraplanner and has continued to broaden his knowledge by completing a Diploma of Financial Planning to become a certified Financial Adviser. He values providing simplistic straightforward advice to help a wide range of people to help make decisions regarding their financial future.
CONTACT:
(08) 8172 9111
39 Charles Street, Norwood SA 5067