What Is Wealth Management and Do You Need It?

Wealth management is a comprehensive approach to managing your finances, designed to help you grow, protect, and transfer your wealth effectively. It goes beyond simple investment advice to include financial planning, tax strategies, retirement planning, estate planning, and more—all tailored to your unique goals.

Whether you’re building wealth, planning for retirement, or navigating a significant life transition (like selling a business or receiving an inheritance), wealth management can provide the structure and expertise to make confident decisions.

You might need wealth management if:

• Your financial situation is becoming increasingly complex

• You want to align your wealth with long-term goals

• You're unsure about investment strategies or tax implications

• You're thinking about retirement, legacy, or philanthropy

Think of it as having a financial partner who helps you make smart decisions, stay on track, and sleep better at night knowing your financial life is in order.

 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.

📅 07 213
📩 support@legaseed.co.nz
🌐 www.legaseed.co.nz

 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.