Succession First is a specialised Financial Advice Practice.
We tailor-make financial plans that remove financial stress and build your net worth.
- KiwiSaver
- Business KiwiSaver
- Wealth Planning
- Small Business Advice
- Startup Business
- Socially Responsible Investment and Ethical Investing
- Permanent Income Solutions
- Sustainable Insurance
- Succession Planning
- Buy-Sell Agreements
- Business Continuity
- Key Person Cover
- Estate Planning
- Shareholder Protection
04 939 6748
3 Britannia Street, Petone 5012