Life Insurance Guide

Adam Smith

Adam Smith

Succession Matters
Licensed through Bombora Advice Pty Ltd
Specialties
Personal Life Insurance, Business Life Insurance, Estate Planning, Business Succession, Claims Support
Location & Contact
West Perth
, Western Australia
08 6336 9700

Your Life Insurance Support Specialist

About Adam
Adam helps business owners, professionals, and families secure their financial future with tailored protection strategies. He blends technical knowledge with practical guidance, ensuring clients feel supported through planning, implementation, and claims.

Type of Advice Provided

Personal Advice
Personal advice is one-on-one financial guidance tailored to your specific needs, goals, and circumstances. A qualified adviser will recommend suitable types and levels of cover, explain why they fit your situation, and help put the right protection in place. This often includes assisting with applications, liaising with insurers, and guiding you through any underwriting or medical requirements. Personal advice must always be in your best interests – it’s a legal obligation.
BlueNote Building, Unit 11, 162 Colin Street
West Perth
, Western Australia

A little more background

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.

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Succession Advice: Protecting Families and Futures