Tailored Financial Plans to Secure Your Future

Personalised advice and strategic planning to help you protect assets, grow wealth, and plan for the future.

About Succession First:

At Succession First, we specialise in personalised financial planning that empowers individuals, families, and small businesses to make confident decisions and build lasting wealth. With over 20 years in the financial services industry, Director and Financial Adviser Robbie Schneider leads the team with a strong focus on risk management and investment planning. Find out more..
Robbie Schneider
Director & Financial Adviser Specialising in Risk Management and Investment Planning

What We D0

Empowering Small Businesses and Individuals to Succeed:
At Succession First, we provide tailored financial advice designed to help you protect your income, grow your wealth, and build a secure financial future. We proudly work with a wide range of clients across New Zealand, including: Sole Traders, Start-ups, IT Contractors, Self-Employed Professionals, Tradespeople, Health Care Workers, Doctors, Dentists, Nurses, and Business Partnerships. Whether you're building a business, managing multiple income streams, or preparing for retirement, our goal is to help you stay on track and make informed financial decisions—every step of the way.

Our Services Include:

Permanent Income Solutions – Create a reliable income stream to support your lifestyle now and into retirement. Sustainable Insurance – Protect your assets and income with insurance strategies that are built for long-term peace of mind. Australian Superannuation Transfers – Seamlessly transfer your Australian super to New Zealand with expert support and compliance guidance. Income Protection Insurance – Safeguard your earning power with plans that replace income if you’re unable to work. Retirement Planning – Start planning early with personalised strategies to grow your nest egg and retire confidently. KiwiSaver Scheme Investments – Make the most of your KiwiSaver by aligning your investment with your goals and risk profile. Socially Responsible Investing (SRI) – Invest in line with your values while building wealth for the future. Health Insurance – Access quality care and protect your health with plans that fit your needs and budget. Mortgage & Lending Advice – Get expert help with home loans, refinancing, and smart debt management. Ready to build a stronger financial future? Contact Succession First today for a free, no-obligation consultation.

Our Office Location

Succession First Financial Planning Level 1, 3 Britannia Street, Petone, Lower Hutt 5046
Give us a call:
04 939 6748
Email us today
Office Hours:
Mon - Fri: 8:00 AM — 4:00 PM
Succession First offers professional financial planning services from our office in Petone. Whether you’re looking for retirement advice, wealth management, or superannuation planning, our local experts are here to help.
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Consultation

Memberships, Associations and Partners

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
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