Today: Saturday, 15 December 2018 19:40

financial security through sustainable planning

About Succession First

Succession First is a specialised independently owned Financial Advice business.

We tailor make financial plans that remove the financial stress and build your net worth.

Our specialised advisers work closely with the following clients:

  • Sole Traders/Start Up Businesses        
  • IT Contractors
  • Medical Professionals
  • SME Business
  • Builders, Plumbers, Electricians
  • Engineering Firms
  • Lawyers
  • Accountants

 

Robbie Schneider has been advising New Zealanders on financial risk protection matters since 2003.

With a background in hospitality, Robbie has been involved in many successful start up, and corporate businesses and has witnessed the evolution and factors that make up a successful business.

During 1989-1990 Robbie was part of the Successful re-imaging team with the amalgamation of BP and Europa.

In 1991 Robbie was involved in the start up of a Successful food delivery business called "The Galloping Gourmet" - this business has since been sold. In 1992 Robbie joined The Loaded Hog group at the opening of the Wellington operation in Bond Street. Wellington, and helped build the business there for 4 years.

1996 saw Robbie jump on a plane and join drinks giant Pernod-Ricard in Queensland. He moved to Sydney in 1999 and worked on the Olympics project for CBD Sydney 2000 for the company with great success.

Robbie moved back to Queensland in 2000 at the end of The Olympics and joined Bacardi-Martini as On Premise Sales Manager for Queensland before moving back home to Wellington with two young boys to work in the family business of Insurance and Financial Solutions.

In 2007 Robbie qualified for MDRT (Million Dollar Round Table) - The Premier Association of Financial Professionals, and attended the Annual conference in Toronto in July 2008.

During 2008 and 2009 Robbie was the Wellington Branch chair for IFA - The Institute of Financial Advisors.

In 2011 Robbie qualified with certificates in level 5 Financial Services Investment and Insurance Adivce.

In 2016 Robbie joined the board of the Triple A Advisers Association.