Succession First

Robbie has been in this business for years and has a wealth of knowledge to give. Thanks for all the help over the years

Always great service from Robbie and his team.

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.

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!

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.