Financial & Investment Planning Advice including Personal Insurances, ACC and Kiwsaver

Sometimes you just need to look at things a little differently.

Helping You Build a Confident Financial Future — Wherever You’re At in Life

At Legaseed, our clients come to us at all stages of life — from getting started with investing to planning for retirement. Whatever your goals, we’re here to provide trusted, practical advice that’s easy to understand and tailored to your needs.

We welcome every new client as part of the extended Legaseed family. We value long-term relationships and are committed to walking alongside you over time — not offering quick fixes or cookie-cutter solutions.

If we don’t believe we can add meaningful value to your situation, we’ll be honest about that too.

What We Do

We look at your full financial picture — helping you simplify, prioritise, and take confident steps toward the lifestyle you want. Whether it’s:

  • Retirement planning

  • Investment and wealth advice

  • Personal insurance

  • KiwiSaver
    …we’re here to guide you with clear, no-nonsense advice you can trust.

Local, Personal Advice You Can Rely On

We proudly serve clients across Taupō, the Central Plateau, Waikato, Bay of Plenty, and Hawke’s Bay. We’re locals, just like you — and we care about helping you get ahead.

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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.

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Financial & Retirement Planning

A family of four with two young girls and their parents playing with cardboard boxes in a bright living room, smiling and laughing.

Personal Insurances & ACC

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KiwiSaver

Our Approach

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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