Your Financial Security
Services
Providing advice for your financial security since 2003
KiwiSaver Scheme
Wealth Planning
Small Business Advice
Start Up Business
Socally Responsible Investing & Ethical Investing
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Permanent Income Solutions
Sustainable Insurance
Succession Planning
Buy-Sell Agreements
Business Continuity
Key Person Cover
Estate Planning
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Shareholder Protection
What we do
Providing advice for your financial security since 2003
Our passion is your health & wealth
Succession First is a specialised Financial Advice Practice.We tailor make financial plans that remove financial stress and build your net worth.
Memberships, Associations and Partners
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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 Guaranteed Income
- Sustainable Insurance
- Australian Superannuation Transfer
- Income Replacement
- Retirement Planning
- KiwiSaver
- Socially Responsible Investing
- Health Insurance
- Sole Trader
- Start Up Busineses
- IT Contractors
- Self Employed
- Tradespeople
- Health Care Workers
- Doctors /Dentist / Nurses
- Partnerships