Financial & Investment Planning Advice including Personal Insurances, ACC and Kiwsaver
Sometimes you just need to look at things a little differently.
We help you with your whole financial picture, with the aim of simplifying everything to make it easy to understand and execute, while giving you honest, open, and non-nonsense advice, because that’s what we are about.
How we can help.
Our clients come to us for a variety of reasons, below you can find a little more information on how we might be able to help you, no matter what life stage you are in.
We welcome new clients with the aim of making you feel like part of the extended Legaseed family.
As a business, we understand the value of long-lasting relationships, and we want to work with you over the long term, we are not about quick fixes. If we don’t think we can add enough value to your situation, we’ll let you know.
We will work alongside you to achieve your goals, so you can reap the rewards and create a lifestyle you desire.
We help you with your whole financial picture, with the aim of simplifying everything to make it easy to understand and execute, while giving you honest, open, and non-nonsense advice, because that’s what we are about.
Servicing predominantly Taupo and the Central Plateau, Waikato, Bay of Plenty & Hawkes Bay.
Financial & Retirement Planning
Personal Insurances & ACC
KiwiSaver
Our Approch
In our role we deal with money and finances day in day out, but as normal everyday people, just like you, we know the value of having a plan in place to allow you to live free from financial worry.
When we work with our clients, we want to really understand you, the individuals, what makes you tick, what causes you worries or concerns, what you care most about in the world and want to protect, where you want to get to in your life, and what living with financial freedom means for you.
We want to help you in protecting your legacy, as well as in building one.
What is the true value in a partnership with Legaseed;
It's a long term relationship - if we don't think we can help you, we'll tell you. That's the no nonsense bit! We are here for the long run.
It's scary, putting your trust in someone else, particularly if you've never done it before, we get it. But this is what we do, and we make sure we do it to the absolute best of our abilities, we put our clients interests at the absolute front and centre of what we do.
If we get the relationship right, you will know. You will have the peace of mind knowing we are on the same page as you from day one.
We partner with the best. We work with the best in the business, because you deserve nothing less.
You have complete control, throughout the process, we're not here to take over, we're here to guide, and assist, add value wherever and whenever we can.
The security in knowing your financial future is looking strong and things are under control, leaving you to go and enjoy life.
It's the knowledge that your finances are in safe hands, and whilst you can still keep track of and oversee things, you can have the time back in your day to focus on what is important, enjoying life, your hobbies, passions and your loved ones.
Knowing your family, and just as importantly yourselves, will be taken care off.
“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra
Don’t leave it too late to ask the important questions