Our clients value our expertise and advice. Here’s what they have to say about us…
Our insurance investment started many years ago. With a young family and a new business, we thought it wise to invest in a range of insurances to act as a safety net, financially protecting ourselves, our children and our business should future need arise.
On more than one occasion over the years, we have realised the benefit of our investment in insurances. When it came to submitting a claim, Succession Matters guided us through the claims process, liaised with the insurance company on our behalf and showed a genuine interest in our well-being and progress.
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.
We feel very fortunate to be associated with Succession Matters & would highly recommend their services.
Expert guidance over the years
“I’d like to thank Mike and the team at Succession Matters for their expert guidance over the years with regards to our family Wills and Insurances.
Like most people, we would check our monthly expenses, from time to time, looking for ways to trim our living expenses. A few years back we looked at our insurance provisions, life and trauma cover and decided to reduce the cover. These kinds of expenses always appear like low hanging fruit and I was convinced that we could make savings and that we were bullet proof and would never need to call upon the insurance.
I was fortunate to have Mike provide sage advice and cautioned me on reducing the cover too far, particularly the trauma cover.
A few months after these discussions I was diagnosed with a major illness. Mike and the team immediately swung into action and secured a full payout from the trauma policy, whilst shielding us from the insurance company. It was only at this time did I realise the benefit of trauma cover and see it now as the most important cover to have in place and the need to have a decent level of cover so that you have choices, in the event you are incapacitated.
I have Mike to thank for advising me not to cancel the trauma policy and for that I am truly grateful. My families experience through my treatment would have been made so much so much harder if we didn’t have the financial security that the insurance payout made.
I’d like to thank Mike and his team for their support over the last decade and the caring manner in their dealings with us during a very difficult time.”
A thorough approach that delivered greater protection
“My company receives 80% of new business by word of mouth, so we highly value this form of referral. When my accountant referred me to Adam Smith we were happy to give him a go.
All matters are carefully thought through and options supplied to us are explained in detail. Adam 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%.
We are very happy with Adams service and commitment and have no hesitation in recommending him for your personal insurance needs.“
Enthusiasm and commitment
“The pharmacy landscape is unique and therefore requires professional advice from advisers who specialise in and have an inherent understanding of both the pharmacy industry and the needs of pharmacists.
I’ve personally dealt with Adam Smith for many years, he has seamlessly advised me on my personal insurance needs which have changed over time.
While I have only utilised the insurance service at this stage, I’ve often had important conversations about bigger picture issues such as my legacy aspirations, in the areas of Estate Planning and Business Succession.
Adam has a personable approach and makes the effort to maintain contact on a regular basis. As a small business owner myself, I enjoy mixing with other business owners like Adam and have enjoyed their client functions.
If you are seeking experience blended with enthusiasm and commitment to get the job done, then I wouldn’t hesitate in recommending Adam Smith.”
Highgate RSL Sub-Branch
“On behalf of the Highgate RSL Sub-Branch, thank you for being the Guest Speaker, at our November Luncheon.
Your presentation on “The Art of Proper Estate Planning” was excellent and was a most timely reminder to many of our members who are in the autumn of their lives. Through better luck than management your address followed the bequest of one of our past members of his medals to the WA Army Museum. Consequently, no one was left wondering as to the importance to correctly complete all the appropriate paper work, to ease the burden of disputes on their surviving family members.
The members appreciated your expertise and knowledge of the subject matter and professional manner you succinctly communicate the information. From the comments and questions put at the end of your presentation and the way your flyer disappeared into people’s pockets it is safe to assume that many members thought they should be revisiting some of the issues you raised.
Thank you again for your time and effort in addressing our members and we wish you all the best of success in your future business endeavours.”