Succession First specialises in KiwiSaver Scheme and Managed Funds Investment advice.
Succession First advises New Zealanders on building wealth through KiwiSaver, as well as superannuation, and managed funds.
We are based in Petone, Wellington and have clients New Zealand-wide. We provide free KiwiSaver investment advice, with the goal of empowering our nation to become financially secure, as they plan their retirement. Although not a KiwiSaver scheme provider, we are a Financial Advisory firm that helps our clients select the appropriate KiwiSaver scheme provider and fund which suits their requirements and financial situation.