Succession Planning

Succession Planning is about what happens next; tomorrow, next week, next year. It’s not a bad idea to plan! Succession planning is important for the home and family and we assist our clients in areas such as:

  • Trusts
  • Wills
  • Enduring Power of Attorney (EPA)
  • Income Protection
  • Life & Disability Insurance
  • Critical Illness (Trauma) insurance
  • And…our One Page Plan

By planning ahead, we create greater certainty in times of accidents, illnesses, retirement, untimely death or other major life changing occurrences.

For a Business, there are additional issues.

  • How does the business survive if an Owner or a Key Person in the business leaves?
  • If the departure is sudden, what impact might there be on Revenue, Profit, Morale?
  • Does the functionality of the business allow for the sharing of critical knowledge?
  • Are Key People able to be replaced?
  • How easy is it for an owner to leave and can they achieve the value that they’ve planned for?


To find out more, we're only a phone call away - give us a ring