Meet the Team
Charlotte Catley
Adviser + Director
FSP 1005470
Charlotte has worked in financial services for almost a decade, and over that time has helped a huge number of clients put plans in place to assist them in achieving their goals and gaining more financial certainty in their lives.
With considerable experience during this time both in holistic financial & retirement planning, and advising on personal insurances and ACC, she has established Legaseed, servicing predominantly the Central Plateau, Waikato, Bay of Plenty & Hawkes Bay.
She has a young family of her own, and so understands the importance of planning, to allow you to enjoy time with your loved ones.
There is nothing more rewarding than seeing clients achieving their goals, through a committed attitude and determination. It’s even better when Legaseed can play a part in making that happen.
She is passionate about helping her clients get their financial ‘house’ in order, so they can carry on and enjoy life, without the day to day worry.
Francis Kohleis
Client + Adviser Support
Francis has joined the Legaseed team in the role of Client and Adviser Support.
With 5 years’ experience in the banking industry, and 3 more years working for a financial services provider, Francis a wide range of experience within the financial services industry, specialising in back-end operations.
Francis is here to help you with all aspects of your journey with Legaseed, and is often likely the person who will be contacting you throughout the process, so if you have any questions, don’t hesitate to reach out to him.
“Honesty is a very expensive gift. Do not expect it from cheap people.”
- Warren Buffet