• The Heart of the Matter

    I want to be clear about who gets what, after I’m gone. I don’t want my family fighting over my things.

  • Professional service

    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%.

  • A user-friendly approach that builds trust

    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.

  • A Good Plan

    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.

  • Superior Knowledge

    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.

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Our Purpose

Protecting families, securing legacies, and being there when it matters most.

Our Values

  • 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

5

Client Satisfaction Rating

Insurance and Claim Services

Great Experience with Succession Matters and my adviser Luke Towers. I have always been a strong advocate for dealing with professional businesses that truly have their clients interest at the forefront of mind. Luke and his colleagues recently enabled a claim navigating through the due diligence meeting all the requirements requested by the insurer. My experience included the excellent communication that was maintained at all times, a high degree of respect and understanding settling the claim, personal friendly engagement and value placed in myself as the client. In addition, Luke is very proactive in reviewing my insurances enabling meetings that are convenient with me living remotely from Perth with a busy schedule.

I have no hesitation in recommending Succession Matters and Luke Towers as adviser for Personal insurance and other business services offered.

Insurance Service

I first utilised the services of Succession Matters back in 2017 through recommendation of a friend and I haven’t looked back since. Luke has been great! He thoroughly explains and provides advice on the most suitable policy, promptly responds to queries and advocates on behalf of my partner and I with the insurer. Highly recommended.

Claims Service

Hi Denise, Adam,

I’m very tired at the moment and realised my earlier message was a bit light on as to what this news means to me. I would like to thank you both for your compassion in dealing with the matter and managing the claim on my behalf. There would have been a lot of effort put in on your part, particularly following me up on the loose ends that I needed to sort out and I am very grateful to you. This payment puts my mind at ease as to how we would navigate the upcoming uncertainty as a family and I am thankful to the Succession Matters team, past and present for reinstating the trauma policy and steering the claim to a successful conclusion.

Thank you so much.

Insurance Service

I would like to thank Luke (and the entire team) for the amazing work they have done to secure TPD, Life and Salary continuance insurance for our family.

I can honestly say I was completely surprised at how comprehensive his assessment of our situation was and how this opened up a great range of options to ensure our insurance needs where met at the level of cover we needed.

I am not the sort of person who ever writes reviews for anything, but I made an exception, given how exceptional the service was and I regularly recommend Luke and the Succession Matters service to my friends and family.

Estate Service

Dear Adam, we cannot thank you and Coralie enough for your advice, professionalism, patience and understanding over our ‘Succession’ documents. At all time we have had confidence in all dealings with Succession Matters and the guidance to our sentiments being respected and transcribed.

From ‘our tree’ to yours, with complete peace of mind! Thank you Adam.

Estate Service

Dear Adam

Paul and I are both very appreciative of your assistance with finalising our paperwork.  You have made the journey so much easier than we ever anticipated. Your manner in dealing with clients is exceptional and you made us feel at ease from the initial planning to the very end.

We would like to especially thank Coralie. She is such a friendly, personable, delightful person to deal with but also very professional. She made everything look streamlined and effortless and is a great asset to your business.

Many thanks.

Claims Service

Hi Denise and Adam

Thank you very much for your hard work and achieving a great outcome for both Paula and myself. Your professionalism and diligence has been amazing. We have both really appreciated your personal approach and efficiency over this trying time. This outcome will certainly relieve our financial pressures and we can continue to focus on my health.

We wish you both well in the future.

Claims Service

Our most recent claim, following an unexpected health trauma, has been a long and emotional one. It has been of great comfort to know that the team at Succession Matters, and in particular Denise,  have been working in the back ground to secure the success of our claims, relieving the financial burden resulting from the trauma.

Estate Service

Adam, you and your team have been incredible to work with.

Insurance Service

Amazing team thank you for all your efforts! Luke you’ve been nothing short of amazing we will definitely be recommending you guys to friends and family.

Estate Service

Rose-Anne and I consistently have been impressed with the service, knowledge and empathy of Succession Matters. Having a well thought out, legally effective Will certainly brings peace of mind. Many thanks to Adam and the team.

Kind regards

Business Succession Service

Adam

Thank you again for your time and help with all things insurance for us.

Best regards

Claims Service

Hi Denise and Adam
Thank you very much for your hard work and achieving a great outcome for both Paula and myself. Your professionalism and diligence has been amazing. We have both really appreciated your personal approach and efficiency over this trying time. This outcome will certainly relieve our financial pressures and we can continue to focus on my health.
Please be advised that the account will be paid today, and we will gladly recommend your services to others.

Claims Service

Hi Denise and Adam

Thank you for your continued excellent service and kind support.

Insurance Service

Hey there Adam

It was good to catch up again and I appreciate the work you and your team have done to review my policies.

Thanks!

Claims Service

Hi Adam

Thank you, I am very grateful for all you and Denise have done for me. Thanks for all your work.

Estate Service

Hi Adam

Thank you for coming to the hospital last evening. It was greatly appreciated and we are pleased we could get this out of the way. Many thanks for your work over the last few months.

Insurance Service

Luke, thank you for helping Lauren and myself through this, you’ve been really professional throughout and always communicated clearly. Cheers.

Insurance & Claim Services

“My husband and I are greatly thankful to Luke Towers and his wonderful team for patient and persistent guidance on our life insurance matters. The insurance payout (which we had no knowledge of, prior to meeting with Luke) has put us in a better financial position, brought forward our retirement planning and enabled us to bless other people in need.”

Sandra

Claims Service

Hi Denise and Adam,

That’s wonderful! You won’t believe the weight that has lifted knowing I can have the time needed to get myself on the mend.

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Link to: Estate Service

Estate Service

Link to: Business Succession Service

Business Succession Service

Link to: Insurance Service

Insurance Service

Link to: Claims Service

Claims Service

370

Estate Plans since 2010

$41,454,054

Paid in Claims since 2017

Latest News

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Succession Matters
3 months ago
Succession Matters
Succession Matters was proud to once again contribute to the @Riskinfo 25 CPD event - widely regarded as the premier education event for personal insurance advice specialists. It was fantastic to see so many professionals dedicated to helping more people secure their futures. We’re grateful to be part of this industry and love collaborating with the many great people within it. @Luke Towers @Adam SmithImage attachmentImage attachment

Succession Matters was proud to once again contribute to the @Riskinfo 25 CPD event - widely regarded as the premier education event for personal insurance advice specialists.

It was fantastic to see so many professionals dedicated to helping more people secure their futures.

We’re grateful to be part of this industry and love collaborating with the many great people within it.

@Luke Towers @Adam Smith ... See MoreSee Less

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Succession Matters
4 months ago
Succession Matters
A lovely farewell for Denise with morning tea Succession Matters with special guest Wayne Handley of Bombora Advice who flew over from Melbourne and BDMs, followed by a long lunch Hamptons City Beach. New beginnings at SM.Image attachmentImage attachment+2Image attachment

A lovely farewell for Denise with morning tea Succession Matters with special guest Wayne Handley of Bombora Advice who flew over from Melbourne and BDMs, followed by a long lunch Hamptons City Beach. New beginnings at SM. ... See MoreSee Less

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Succession Matters
4 months ago
Succession Matters

We Farewell Denise Naughton

After 50 years, yes 50 years in the financial services industry, Denise is ready for new adventures, plenty of caravanning, and a well-earned rest.

Denise has been an amazing contributor to Succession Matters, our Team, and our clients and will be missed by all.

While an exceptional Operations Manager, as our Claims Manager, her natural empathy, compassion, and drive, have provided plenty of peace of mind for clients in times of uncertainty, overseeing 100 successful claims.

We wish her well for the future.

Best wishes.

Adam, Luke, Coralie, Rona, Abbey, and Gen
The Succession Matters Team ... See MoreSee Less

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