Succession First

Financial Advisor in Petone. Emission Free Financial Advice
Open today until 17:00
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Updates

BONUS BONDS

You may be aware of some recent news about the planned closure of ANZ’s Bonus Bonds Scheme.

ANZ has announced it will stop accepting new investments with immediate effect into the Bonus Bonds Scheme and is intending to wind up the scheme no later than the end of October.

If you ho...

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Succession First remains completely operational during this period of COVID-19. Please book an appointment for Robbie to make contact if you require financial advice on your KiwiSaver, Investments, Income Protection, etc.

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Look for us at the go green expo again this year. November 11 & 12 @ TSB arena Wellington.


Testimonials

9 months ago
A colleague at work suggested that I talk to Robbie and this was an excellent suggestion. Robbie was able to provide me with very sound financial advice, which enabled me to become more focused and goal orientated with my financial investment and planning. I would thoroughly recommend Robbie to other people. He is very professional, yet personable.
- Heather W
2 months ago
Robbie has been taking care of my KiwiSaver for many years now and recently has helped me with several investments.Being on the cautious side I found Robbie to be knowledgeable and helpful without any pressure to take his advice and recommendations.Would not hesitate to recommend his services.
- Bob G
10 months ago
My experience with Robbie has so far been very smooth, professional and straight forward. Robbie is extremely knowledgeable in his area of expertise and has explained every step of the way in good detail. He is also very supportive, respectful and understanding of peoples different life situations.
- Nicola C

Tailor made financial solutions

At first we get to know a bit about you and learn how we can best serve you. Everyone has a unique situation and individual goals. You can find out more about us on our website www.successionfirst.co.nz and at www.fspr.govt.nz

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Contact

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  • 04-939 6748

Address

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3/3 Britannia Street
Petone
Lower Hutt 5046
New Zealand

Opening Hours

Mon:8:30 am – 5:00 pm
Tue:8:30 am – 5:00 pm
Wed:8:30 am – 5:00 pm
Thu:8:30 am – 5:00 pm
Fri:8:30 am – 5:00 pm
Sat:Closed
Sun:Closed
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