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SME Business Advice

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Succession First specialises in building value to your business
Succession First has assisted clients in analysing their income and helping them commit to specific plans including cash management, financial modelling and 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.
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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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04 939 6748
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Mon - Fri: 9:00 AM — 5:00 PM
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Level 1, 3 Britannia Street, Petone
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