Adam Smith

I created ‘Succession Matters’ to help people protect what they really care about. We focus on advising clients on their estate planning needs, business succession and insurance so they have the financial protection they need. I work with accountants, lawyers and financial planners who also have the clients’ best interests at heart. By working with these professionals, it gives our clients peace of mind their family will be financially secure if they are no longer there.

Having advised clients for more than 25 years, I enjoy helping people uncover what’s really important to them and then to work towards helping them protect it.

Spending time with family and friends, inspiring people to change the status quo and making a difference are my important things. A year ago, I took my own brave step towards this goal. I chose to relinquish my corporate office environment and I allowed my staff to do the same. I have built a dedicated team of smart, capable people who want to do good work but also want to fit this in around the other important things in their life. And I like to encourage them to do that because they are at their happiest and most focussed when they can live their authentic life too.

Now, I conduct meetings with clients in my corporate office space and then complete the behind the scenes work from my home office. This allows me to pick my kids up from school two days a week so my wife can pursue her career. My team come together for our regular team meetings where we can share ideas, some laughs and learn from each other.