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SME Business Advice

SME Business Advice & Expert Financial Planning: Building Long-Term Value with Succession First

At Succession First, we specialise in helping small and medium-sized enterprises (SMEs) build lasting value through strategic business advice. Our team has years of experience in guiding businesses through the complexities of financial management, including cash flow optimisation, financial modelling, and tailored savings plans. For over 35 years, we’ve been committed to helping clients analyse their income and create actionable financial strategies that set them on a path to success. Today, Succession First continues its legacy of excellence under the leadership of Robbie, having transitioned the core values and relationships that have made our business thrive, along with a rebrand to reflect our evolving approach.Our mission remains unwavering – to assist SMEs in crafting comprehensive financial plans that keep them on track, adapt to future changes, and help them achieve both short-term and long-term goals. Whether you’re just starting out or looking to refine your business strategy, Succession First offers the expertise you need to succeed.

Build Your Business’s Future Today!

Partner with Succession First for expert SME business advice and financial planning tailored to your unique goals. Whether you're starting out or refining your strategy, our team is here to help you build lasting value. Contact us now to get started on your path to success.
Important information about us: Vesta Limited, trading as Succession First, is a Financial Advice Provider (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice.Our Financial Services Provider (FSP) number is FSP 769174
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Contact Details
04 939 6748
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Mon - Fri: 9:00 AM — 5:00 PM
Find Us
Level 1, 3 Britannia Street, Petone
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