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Your Financial Security

049396748
Services

Providing advice for your financial security since 2003

KiwiSaver Scheme
Wealth Planning
Small Business Advice
Start Up Business
Socally Responsible Investing & Ethical Investing
Permanent Income Solutions
Sustainable Insurance
Succession Planning
Mortgages & Lending
Business Continuity
Key Person Cover
Estate Planning
Shareholder Protection
What we do
Providing advice for your financial security since 2003
Our Services

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.
What We Do >Who We Are >

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 
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Privacy Statement
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Memberships, Associations and Partners

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
Book  your appointment today!