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BUSINESS SUCCESSION PLANNING

Protect the economic engines in your business

ROBUST PROTECTION

Create a business that can weather all storms

We take our time to understand the risks and complexities of your company so that we can develop effective plans to protect the key drivers behind your revenue.

Business Insurance includes:

Key Person Insurance

This provides financial support to your business if a partner or key employee is either permanently disabled, critically ill or passes away, offsetting any financial impact and ensuring your profits remain unaffected.

Buy/Sell Insurance

This plays an integral part of any business plan by addressing what were to happen should any partner die or become seriously ill/injured. This acts both as a ‘business will’ and a cost-effective tool for funding the consideration of transfer of business assets between partners.

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© Copyright 2023 Blue Ocean Wealth Management.

Blue Ocean Wealth Management Pty Ltd (ABN 78 623 791 220) is a Corporate Authorised Representative (No.12630318) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638)

We acknowledge the Traditional Owners of the land where we work and live, and pay our respects to the Wurundjeri Woi-Wurrung people, and their Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
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