We'll review your current insurance policies, identify gaps in your coverage, and show you how we can safeguard your business and personal wealth - giving you more time to focus on what matters while knowing your empire is protected.
*Note: this offer is only available for Australian Residents for Tax Purposes, Book a Complimentary Life Insurance Review to ensure that you don’t miss out!
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Discover how fellow Australians just like you are protecting their income and assets with underwritten protection strategies.
From Ireland to Australia, Gearoid knew he needed specialised protection for both his thriving business and personal life.
Over a decade ago, Monique came to Succession Partners as a mother of three young children looking to protect her family's future.
When Scott received an unexpected cancer diagnosis in December 2022, having the right insurance in place made all the difference.
At Succession Partners, we protect Australia's leading businesses with sophisticated insurance strategies. With over a decade of experience serving Australians nationwide, we deliver the comprehensive coverage your business empire demands.
Clients Served
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from SME Succession Partners. Message frequency varies. Message & data rates may apply. Text HELP to 0489 071 362 for assistance. You can reply STOP to unsubscribe at any time.
I've been giving insurance advice to business owners like you for over a decade.
A well-considered and implemented protection plan can mean the difference between having your long-term plans succeed or fail due to events beyond your control.
We take the time to meet with you, understand what is important, look at some different options and then develop a plan in consultation with you.
Our goal is simply to get the right protection for you, your business and your family.
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from SME Succession Partners. Message frequency varies. Message & data rates may apply. Text HELP to 0489 071 362 for assistance. You can reply STOP to unsubscribe at any time.
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Succession Partners and Angus Stephen (Authorised Representative Number 437418) are Authorised Representatives of Bluepoint Consulting Pty Ltd (AFSL 277860).
The information provided by Succession Partners and its representatives is general in nature and does not take into account your personal circumstances, financial needs, or objectives. Before acting on any information or advice, you should consider its appropriateness to your circumstances and if necessary, seek appropriate professional advice.
Any financial product advice provided by Succession Partners and its representatives is provided under Bluepoint Consulting Pty Ltd's Australian Financial Services License. Before making any investment decision, you should obtain and carefully consider the relevant Product Disclosure Statement (PDS) and any other required documentation.
For detailed information about our services, fees, and how we manage your personal information, please refer to our Financial Services Guide (FSG). You can request a copy of our current FSG at any time.