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Protect your business: Be prepared for the unexpected.

A Business Succession Plan is designed to ensure the continued success of a business should anything happen to one of its key people, such as death, total and permanent disablement (TPD) or trauma. Funding for a plan like this is often referred to as a Buy-Sell Agreement and is usually funded through insurance, which helps lighten the financial burden on remaining principals.

At PPT Financial, we have access to an extensive panel of insurance providers that can help you find an affordable succession planning solution tailored to your needs.

Benefits of this insurance:

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

Talk to Brent, your risk insurance specialist

To discuss your business or personal risk insurance requirements contact Brent Olszewski today on (03) 5331 3711 or submit an online enquiry.

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

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