Succession First

Succession First

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  

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3 Britannia Street, Petone 5012