Financial Advice in relation to retirement planning, investments, investment portfolios and shares, KiwiSaver and ACC structuring to potentially decrease costs, as well as personal insurances - including life, health, trauma and income insurance.
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1 customer review
Suzan Mitchell
Thank you so much for taking the time to offer for yr services for my wedding. Now it comes down to money crunching..If you can tell ne how much you would like. I would be greatly appreciative.
What do you love most about your job?
Seeing the worry and uncertainty disappear when clients have a plan in place, showing them what they can do with their money to enjoy their retirement years, while ensuring they don't run out. Often our clients have worked hard all their lives, and saved carefully, and we can show them how that really pays off. Often clients are in a better financial position than they realise, and can achieve lots of their retirement goals.
What inspired you to start your own business?
Helping people gain confidence in their finances. It is such a personal thing, but can be a huge worry for many. How do you know when you have enough to stop working?
How are you going to ensure you have an income in retirement?
How can you help your kids out, and what can you afford to do for yourselves over your retirement years?
These are all questions we help you answer.
Why should our clients choose you?
With over a decade of experience providing personal financial planning advice, the Legaseed team are experienced in helping their clients gain confidence in their finances, plan for retirement, and achieving their goals.
Can you provide your services online or remotely? If so, please add details.
Yes - we can meet online or in person, whichever you prefer.
Financial Adviser
Financial Advice
- Retirement planning
- Investment Advice
- Investing
- Shares
- Term Deposits
- KiwiSaver
- Personal Insurances
