How to Choose the Right Wealth Advisor for Your Goals
Choosing a wealth advisor is a major decision that can have a lasting impact on your financial wellbeing. Here's how to find one who truly aligns with your values and goals:
Clarify your objectives: Are you aiming for early retirement, legacy planning, or growing your portfolio? Knowing what you want helps match you with the right advisor.
Understand their approach: Do they offer holistic financial planning or just focus on investments? Ideally, your advisor should take a comprehensive view.
Fee structure: Are they fee-only, commission-based, or a mix? Transparency here helps avoid conflicts of interest.
Personal connection: You should feel heard, understood, and respected. A strong relationship is essential for a successful long-term partnership.
Choosing the right advisor isn’t just about numbers—it’s about trust, strategy, and shared vision.
Let’s Talk About Your Wealth Plan
No matter where you're starting from, we’re here to help you take the next step. Book a complimentary strategy session with our team and let’s turn insight into action.
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Legaseed NZ Ltd (FSP1005404) holds a licence issued by the Financial Markets Authority and provides financial advice in relation to financial & retirement planning, investments, KiwiSaver and personal risk insurance. Our disclosure information can be found on our website www.legaseed.co.nz, or is available on request and free of charge.
