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Lifetime Wealth Protection
Corporate Authorised Representitive: No 297949
ABN: 74 284 466 558

Aon Financial Planing & Protection ltd
ABN: 13 091 225 642
AFSL: 239 183
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Trauma and Disability Insurance
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1

BUSINESS SUCCESSION PLANNING SIMPLIFIED

IT’S A WILL FOR YOUR BUSINESS; JUST AS WE ALL NEED A WILL IN PLACE SO TOO DOES YOUR BUSINESS.

THERE IS MANY DIFFERENT PARTS TO A BUSINESS SUCCESSION PLAN BUT THE KEY POINTS ARE.

  • PARTNERSHIP BUY/SELL INSURANCE.

ASK YOURSELF, DO YOU WANT TO BE IN BUSINESS WITH YOU BUSINESS PARTNERS SPOUSE OF CHILDREN?

WOULD YOU LIKE TO HAVE THE MONEY TO BUY THEM OUT?
WOULD YOU LIKE YOUR BUSINESS PARTNER TO HAVE THE MONEY TO BUY OUT YOUR SHARES FROM YOUR FAMILY WITHOUT HAGGLING OVER THE PRICE?

DON’T PAY THE LAWYERS ANY MORE THAN YOU ABSOLUTELY HAVE TO; AS LEGAL FEES TO FIGHT OVER A BUSINESS ARE EASILY 10 TIMES THAT OF A BUSINESS SUCCESSION PLAN.

 

 

 

 
 
 

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