Our Purpose
We support our clients in facing the realities of life and create certainty by protecting their families and securing their legacies.
We believe in being there when it matters most …
I want to be clear about who gets what, after I’m gone. I don’t want my family fighting over my things.

All matters are carefully thought through and options supplied to us are explained in detail. Succession Matters re-visits our policies on a regular basis and advises us if any new products are on the market.
At our most recent review we were advised of a new product, which gives us greater cover at a saving of over 10%.

Dealing with insurance is essential but can be daunting to the individual. The paperwork can be overwhelming, not to mention sorting out suitable policies.
This is where the expert advice and service of Succession Matters and their team really comes in. I have found their advice excellent, as is their capacity to get the policies through and in place. Recommending a policy is one thing but getting it in place, is the key.

With the right expertise, you can fit all the pieces of the puzzle together. A comprehensive estate plan linking all the financial and legal aspects of your estate wishes while securing your legacy.

Succession Matters’ superior knowledge of the pharmacy business industry combined with their product advice allows me to concentrate on running my business knowing that it is financially protected in all aspects. My personal wealth needs were also taken care of by Succession Matters and policies established that were relevant, affordable and constantly reviewed to ensure they cover my changing circumstances.

We support our clients in facing the realities of life and create certainty by protecting their families and securing their legacies.
We believe in being there when it matters most …
Trust between us
Passion for what we do
Sincerity honesty in all we do
Commitment go above and beyond
Empathy seek to understand
Excellence without exception
Unit 1, 977-979 Wellington Street, West Perth WA 6005
Telephone: (08) 6336 9700
Email:
insurance@successionmatters.com.au
claims@successionmatters.com.au
estate@successionmatters.com.au
Lasarith Pty Ltd atf Smith Family Trust trading as Succession Matters (AFSL No. 433938)
