Founder, Succession Matters
With over 30 years of experience, Adam Smith is a respected adviser in estate planning, business succession, personal insurance solutions, and claims advocacy. He established Succession Matters in 2013 to help individuals and business owners make confident, informed decisions about their future.
Adam is known for his ability to simplify complex matters and deliver clear, empathetic advice. Whether supporting straightforward needs or navigating intricate business structures, he ensures clients have the right plans in place especially when it matters most, at claim time.
He is also a passionate contributor to the financial services industry and the disability community, serving on industry boards and providing ongoing support to families with special needs.
Outside of work, Adam enjoys caravanning, fishing, and spending quality time with his family. He’s an avid follower of AFL, rugby, and cricket often joined by his loyal dog, Harley.


