We are leading advisers on estate planning and business succession
For more than 25 years we have been helping individuals and business owners prepare strategies and plans that provide a secure future. We put in place legal frameworks and financial protection to provide for involuntary retirement, from accident, trauma permanent disablement or death.
We want to provide clarity and certainty for your family in times of grief, whilst ensuring smooth continuity for your business, in case you – the key person – are no longer around.
Known for our expertise and a thorough approach, our specialist knowledge means that no matter how complex your issues, we can help you understand the risks and challenges, consider all the options and put in place a sound, relevant and comprehensive plan.
“I really believe it’s important for each of us to have a vision for the future; a plan for what would happen if we weren’t around. The Discovery Process we take clients through adds real value to their journey by understanding what’s most important, identifying the issues and providing solutions for both estate and/or business succession purposes.”
Adam Smith
Succession Planner, Founding Director of Succession Matters
A professional practice with a focus on continuing awareness and education
We work towards creating increased awareness and greater accessibility to information and advice, so our clients can deal effectively with complex issues.
We extend this philosophy to ourselves and continue to enhance our own knowledge and experience through leadership roles in the financial services industry.
Sound advice accessible to you right across Australia
No matter where you live or work, our expertise and support is available to you. With an experienced team, an efficient technology platform and a thorough process that our clients tell us really works, we help you with strategies that provide continuity for your business and security for your family.