Wealth Planning

Succession First is a specialised Financial Advice Practice. We tailor make financial plans that remove financial stress and build your net worth.
Succession First is an investment & financial advisory firm, committed to preserving clients’ capital while delivering sustainable and attractive long-term investment returns. Established in 2003 to provide wealth management and investment advisory services predominantly for New Zealanders. Today the company manages a wide variety of investments on behalf of individuals, trusts, and organisations.
Succession First advises New Zealanders on building wealth through either their KiwiSaver, superannuation, and managed funds. To either improve your capital or provide solutions to manage your long-term financial security. Your personal investment needs arising from:

Looking for a KiwiSaver Review

The information you provide in this worksheet will enable Succession First to prepare a KiwiSaver Scheme plan for you.
Click to complete the KiwiSaver Scheme Worksheet and Risk Profile

Providers we work with

Let's Work Together!
contact us
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
Download our FAP Disclosure Statement
Contact Details
Mon - Fri: 9:00 AM — 5:00 PM
Find Us
Level 1, 3 Britannia Street, Petone
View on map
Copyright © 2024. Created in Freeparking.