Tailored Financial Plans to Ease Stress and Build Future Wealth
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Our passion is your health, wealth and your business.
Succession First is a specialised Financial Advice Practice.We tailor make financial plans that remove financial stress and build your net worth.
Do you want to increase the value of a business by up to 71%
When it comes to working with our clients on growing, protecting and realising the value of their business it is difficult to know where to start.
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Our Process
We follow a thorough 6-Step Advice process with each of our clients
Let's establish our relationship and get to know each other
- Get to know you
- Learn about your needs, goals, and your expectations
- Analysis and evaluation of your financial position, potential problems and opportunities, and the extent to which your goals, needs and prorities can be met under the current circumstances, discuss personal and business insurance plans, estate planning and your savings needs.
- Develop and present tailored recommendations to you.
- Implement the recommendations and oversee the commencement of your plan.
- Regular monitoring of your plan and discussions with you to ensure that your plan still meets your requirements.
Retirement Plans
Why a Financial Adviser?
To help our clients establish financial plans for their future, to stay on track, and to achieve their goals.
We are specialists in providing financial advice to businesses with 20 employees or less:
- Permanent Income Solutions
- Sustainable Insurance
- Australian Superannuation Transfer
- Income Replacement
- Retirement Planning
- KiwiSaver Scheme Investments
- Socially Responsible Investing
- Health Insurance
- Mortgage and Lending
- Sole Trader
- Start Up Busineses
- IT Contractors
- Self Employed
- Tradespeople
- Health Care Workers
- Doctors /Dentist / Nurses
- Partnerships
Memberships, Associations and Partners
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