Succession Matters announces important Partner appointment

PERTH, Australia - Aug. 4, 2024 - PRLog -- Succession Matters Managing Director and Succession Adviser Adam Smith has announced Senior Adviser Luke Towers has been appointed Partner with the Perth based insurance advice business.

Established in 2013 by Adam Smith, Succession Matters has been helping individuals and business owners to secure their futures with frameworks and solutions that safeguard income, wealth transfer, principal exit / succession and continuity aspirations.  Succession Matters joined national risk specialist AFSL Bombora Advice in December 2022.

Commenting on the Partner appointment, Adam Smith said, "I could not be prouder of Luke for his dedication to providing clients the highest standards of advice and service, as well as his personal commitment to ongoing professional and personal development displayed since joining the practice.

"The Partner appointment has provided the foundation for the continuity of the practice.  It also reflects the commitment of Succession Matters to provide business owners with quality planning strategies, in particular focused on unforeseen contingencies that may result in the involuntary exit of a business partner.

"Furthermore, since joining the practice, Luke has played a key role in the growth and success of Succession Matters, and will continue to do so as a Partner".

Luke Towers joined Succession Matters in October 2020.  Prior to joining the practice, he was an insurance adviser based in Perth with Capital Partners Private Wealth Advisers.

Luke responded, "I am excited to be a Partner in a practice that is going from strength to strength, helping clients address an important topic that we are passionate about.

"It's a privilege to be trusted by clients as we protect their business interests and family members, utilising insurance funding strategies. I'm looking forward to working with fellow Partner Adam Smith as we continue to develop and deliver solutions for clients and their advisers".

Adam Smith affirmed that Succession Matters believe in the value of specialisation, and collaboration with like-minded financial planning practices is paramount.

He said that the Partner appointment was affirmation of the firm's commitment to creating career pathways and opportunities for advice practitioners / principals to join or consider a strategic alliance.

Issued by Succession Matters        www.successionmatters.com.au