Robbie Schneider

Director & Financial Adviser Specialising in Risk Management and Investment Planning

Robbie Schneider has been helping New Zealanders safeguard their financial future since 2003. Specialising in risk management and investment advice, Robbie offers expert guidance to individuals and businesses looking to protect their financial well-being and plan for a secure future.

Early Influences in Financial Services
Robbie's journey into the financial services industry began at a young age. Growing up in the 1980s, he was surrounded by a diverse network of financial professionals, which inspired his career path. The strongest influence came from home, where his mother, Jenny, joined Cook Taylor Quinn in 1979. By 1984, Jenny had completed the NZ Diploma in Life Insurance and started her own business, Financial Counselling Services, which helped clients set measurable savings goals and secure their financial futures.

Strong Foundations in Financial ServicesBuilding on his mother's legacy, Robbie took the reins, preserving and strengthening the family’s core values and relationships. With over 35 years of experience, he remains dedicated to helping clients create robust financial plans and achieve their long-term financial goals. Robbie’s extensive practical experience and deep industry insights reflect his comprehensive understanding of financial risk management and investment strategies, ensuring his clients are well-positioned for financial success.

Extensive Experience in Financial ServicesRobbie brings a perfect blend of a warm, approachable personality and a strong depth of knowledge. With 12 years of experience in hospitality marketing and sales, followed by 20 years in the financial services industry, Robbie has developed a comprehensive understanding of how to navigate complex financial matters. His career includes:•	Special Risks Insurance: Handling complex insurance underwriting.•	Meridian Brokers: Working on financial planning and risk management.

Qualifications and LicensingIn 2011, Robbie became a qualified financial adviser, and in 2020, Succession First was granted a full license to operate in New Zealand's newly regulated Financial Advice Practices (FAPs) market. This license allows Robbie and his team to continue providing high-quality, professional advice in the ever-evolving financial landscape.

Personalised Financial ServicesAt Succession First, Robbie and his team provide a comprehensive, personalised financial planning service. With a focus on risk management and investment solutions, they offer tailored advice based on practical experience, a strong family business ethos, and long-standing industry partnerships. Whether you're a small business or an individual seeking to secure your financial future, Robbie’s expertise is designed to guide you to success.

Robbie’s Commitment to New Zealand Businesses and InnovationWhat drives Robbie most is supporting New Zealand business innovation and helping small businesses thrive. Through his work, he is dedicated to seeing individuals and businesses succeed, ensuring that each client receives the best possible financial advice for their unique situation.

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