Who we are
Financial Security for you and your family.
Robbie Schneider
Director & Financial Adviser specialises in Risk Management and Investments
Robbie has been advising New Zealanders on financial risk protection matters since 2003.
As a teenager in the 1980s, Robbie spent much of his time around a diverse and influential range of people involved in the financial services profession. It was why inevitable this would rub off on him.
As is 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 Jenny had completed the NZ Diploma in Life Insurance and established her own Financial Counselling Services.
This business assisted clients in analysing their income and helping them commit to specific and measurable savings plans. The foundations and relationships which made this business thrive are still upheld, with Robbie at the helm. Thirty-five years on, our values remain constant – an ever-present desire to help our clients establish financial plans, stay on track, and achieve their goals. Robbie has a perfect mix of a warm and engaging personality, plus a great depth of knowledge based on practical experience and industry insights. His business experience has been gained through 12 years of hospitality marketing and sales experience, followed by 20 years in the financial services profession.
This is reflected in the time Robbie spent working at Special Risks Insurance (a business dedicated to complex and difficult insurance underwriting), and six years with Meridian Brokers on The Terrace Wellington.
In 2011, Robbie qualified as a Financial Adviser and Succession First moved to its current premises in Petone. In 2020, Succession First was granted a full license to operate in the newly regulated market for Financial Advice Practices (FAPs), and by March 15, 2021, the new regulations came into force.
The practice today offers a comprehensive personalised service to clients, based on the values of a family business, practical experience, and a thorough process, assisted by our long-standing partnerships.
What drives Robbie most is seeing New Zealand business Innovation, assisting small businesses, and helping individuals succeed.
What drives Robbie most is seeing New Zealand business Innovation, assisting small businesses, and helping individuals succeed.