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Ensuring your business survives the unexpected.

The main objective of a Business Success Plan is to deliver a smooth continuation of a business, in the event of death, total and permanent disablement (TPD) or trauma to a key person. Succession planning funding is often referred to as a Buy Sell Agreement, insurance is the most common source of funding because it minimises the financial stress on the remaining principals.

PPT Financial have access to an extensive panel of insurance providers that can help us secure the most cost effective plan to suit your businesses Success Planning requirements.

Key Benefits:

  • Reduces financial stress on partners.
  • Can helps avoid delays associated with probate.
  • Allows business to freely continue operation.

Would you like to make an appointment?
To discuss your insurance requirements contact Brent Olszewski (03) 5331 3711 or complete our enquiry form.

PPT Financial Pty Ltd ABN 64 050 243 073 Australian Financial Services Licence No 252992
Director Representatives: Tim R Hovey, Peter J O’Connell, Cameron R Moore Representatives: Kevin J Perrin, Brent P Olszewski.