Who we are
As is so often the case, the strongest influence started at home. Robbie’s mum, Jenny, joined Cook Taylor Quinn in 1979 as a secretary, and by 1984 had completed the NZ Diploma in Life Insurance and established Financial Counselling Services.
This business assisted clients in analysing their income and helping them commit to specific savings plans. Today, the foundations and relationships which made this business thrive have transitioned to Robbie along with a name change to Succession First. Thirty-five years on, one thing remains constant – an ever-present desire to help their clients establish financial plans for their future, to stay on track, and to achieve their goals.
In 2011, Robbie qualified as an Authorised Financial Adviser and Succession First moved to its current premises in Petone. The practice today is based on offering a comprehensive personalised service to clients, based on the traditions of a family business, practical experience, and a thorough process with assistance from long-standing partnerships.
What drives Robbie most is seeing New Zealand Business Innovation, running alongside, and supporting New Zealand business.