Succession First 3 Britannia Street, Petone, Lower Hutt, Wellington 5046
About the Business
Welcome to Succession First, a renowned establishment located in Lower Hutt, Britannia Street, New Zealand. As a leading finance institution, we have been dedicated to providing expert advice for your financial security since 2003.
At Succession First, we understand the importance of thorough guidance when it comes to managing your finances. That's why we follow a meticulous 6-Step Advice process with each and every one of our valued clients. Our experienced team of financial advisors is committed to understanding your unique financial goals and tailoring a comprehensive plan that meets your specific needs.
Our website is designed to provide you with valuable information and resources to help you make informed decisions about your financial future. Whether you're planning for retirement, looking to invest wisely, or seeking strategies to protect your assets, Succession First is here to guide you every step of the way.
In addition to our commitment to personalized advice, we also strive to stay at the forefront of industry trends and advancements. Our website employs cookies that collect information in an aggregate form, allowing us to gain valuable insights into how our website is being used and the effectiveness of our marketing campaigns. Rest assured that your privacy and security are of utmost importance to us, and any data collected is handled responsibly and in accordance with relevant regulations.
Succession First is not just a finance institution, but also a point of interest for those seeking reliable and trustworthy financial guidance. We take pride in our long-standing reputation and the trust that our clients place in us. With our expertise and dedication, we are confident in our ability to help you achieve your financial goals and secure a prosperous future.
Explore our website to learn more about our services, meet our team, and get in touch with us for a personalized consultation. Succession First is your partner in financial success.
Photos
Location & Phone number
3 Britannia Street, Petone, Lower Hutt, Wellington 5046, New Zealand
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Robbie has been in this business for years and has a wealth of knowledge to give. Thanks for all the help over the years"
"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."
"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."
"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."
"Robbie has guided my partner and I through a number of financial choices as we have grown and our priorities have changed. Robbie's advice is always timely, well-informed and comes from a place of understanding us as individuals and what our needs are. Our most recent experience has seen us needing to make changes to our insurance and develop our investment profile. Robbie was efficient in his assessment of our needs and even made extra visits to our home to help finalise paperwork making it a very easy process. This was supported by Vicky who continued to keep the lines of communication open with any follow up questions we had. We highly recommend Succession First!"
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