Kind Words from Legaseed clients

  • Charlotte's knowledge and skills in financial planning are outstanding. She's listened to my goals, my comfort level for risk and has made a plan suited to me. I'm so thankful to have found Legaseed and I feel confident to meet my life and financial goals now.

    — Kelly

  • Charlotte at Legaseed - what an incredible advisor! Thank goodness we listened to her recommendations. We will be forever grateful. My Husband is now on a long-term claim - Charlotte made the claims process so easy. She answered questions, took phone calls, took over the whole claims process for us - we had to do nothing. Charlotte's product knowledge is outstanding with her truly wanting the best for her clients. Thanks so much Charlotte!

    — Deb and Mark

  • Nothing but praise for the team at Legaseed. We have found them to be really personable and always happy to help with any queries we may have with our investments. We wish them every success.

    — Phil

  • When my husband passed away I was struggling to understand and manage my finances. Charlotte talked with me, in layman’s terms, over coffee, and gave me the confidence and knowledge I needed to invest with Legaseed. Charlotte ensures that I understand and are happy with my decisions. I have no hesitation in recommending Charlotte at Legaseed.

    - Lynda

  • We have the pleasure of working with Charlotte and the team at Legaseed, and highly recommend them. Their professionalism is top-notch, and they are incredibly approachable and knowledgeable. They took the time to listen to us, gaining a clear understanding of our position and goals, and have helped us create a solid plan for our future.

    - Rick and Felicity

  • Charlotte has been the most amazing advisor to my wife and I for the past 6 years initially in her previous employment and now through her own business Legaseed. Early 2019 I was diagnosed with a rare disease which has been life changing. Charlotte, completed the income protection and trauma claim on my behalf with minimal input from me. This was invaluable as it meant I could focus on my health without the stress of making a claim. Knowing that we could be confident in Charlotte working with my specialists in understanding my disease and working with the insurer on how it could fit into my listed cover. It is this dedication that proves Charlotte can be highly recommended to entrust her with your business, especially at the important end. My wife and I now have all our additional personal insurance, investments and financial advice with Legaseed and are pleased to work alongside Charlotte and her team. You have a heart of gold Charlotte and your outstanding commitment to your clients is something you should be very proud of. Laresia and I are so excited to see Legaseed reach its full potential, and from our family to yours thank you so much.

    - James

  • We have been so fortunate to have Charlotte Catley to deal with all our Health & Life Cover. She makes the process so easy and pain free. I couldn’t recommend anyone else to do such a wonderful job

    - Matt

  • We have just finished the process of reviewing our personal insurance and moving brokers over to Charlotte at Legaseed. Throughout the process Charlotte has been friendly and approachable, happy to answer any questions that we have. She fully took into account what parameters we wanted to work within and presented us with a proposal that met all of our requirements. I would highly recommend working with Legaseed foy anyone wanting to take out new insurance, or wanting a second opinion on their current covers. Thank you Charlotte for the great work you did for our family!

    — Lucy W

  • It has been awesome working alongside Legaseed for both our business and personally. Charlotte makes the process easy and no hassles to work through policies and plans

    - Kelly and Jason

  • We have worked with Charlotte in the past and have moved to Legaseed more recently. Charlotte is amazing. She has a good understanding of our needs as a young family with rural businesses and understands our need for adequate protection that fits the budget. Charlotte is very approachable, relaxed, reliable and makes the whole process easy. She has an incredible understanding of the industry and is good at explaining it in a way we understand. We happily recommend Legaseed to all of our friends and family.

    - Lucy O

  • Charlotte is fantastic to deal with! She’s incredibly approachable, thorough, and always takes the time to ensure everything is clearly explained. I really appreciate that she was focused on finding the best solution for us. Her communication is timely and professional, making the whole process smooth and stress-free. Highly recommend Charlotte if you’re looking for a Finance Advisor who truly cares about her clients

    - Mikaela

  • Exceptional service. Charlotte made the process of covering ourselves and our assets straight forward and provided great solutions for us to move forward in life with confidence.

    - Rebecca

  • Making decisions abt yr future can be very stressful.But after making contact wth Legaseed Investors in Taupo,I was very fortunate to meet Charlotte, who has been fantastic. She has guided me threw sme hard making decisions and has made my future retirement plan simple and straight forward .Charlotte is always there for me when I need advise.Hghly recommend Charlotte and the Team. Thankyou Suzanne

    - Suzanne

  • Charlotte is amazing to work with, helpful and knowledgeable.

    - Amanda

  • Charlotte is amazing to work with. She cares about her clients wellbeing so much and does her best to accommodate their needs. She listens and wants to understand your situation and design a plan that best suits you and your family.

    - Marko

  • Charlotte from Legaseed has been great to deal with! She’s helped us with our insurance right from the start and always takes the time to explain things in a way that makes sense. Super friendly, easy to talk to, and genuinely cares about helping. Couldn’t recommend her enough!

    Tai & Emma

  • I have only been under the Legaseed umbrella for a few months. During this time, I have found Charlotte Catley to be not only helpful but very professional in her advice regarding my retirement investment. The plans Charlotte put together, have helped ease my impending retirement worries, so I highly recommend Charlotte and Legaseed to all seeking peace of mind.

    - Peter

  • We have been working with Charlotte for at least 2 years. We are very impressed with Charlottes knowledge and her very professional service she has supplied to us. Nothing is ever a problem to Charlotte and she keeps in contact on a regular basis. We love working with Charlotte and have recommended her to others. We feel we are in good hands when it comes to business. We highly recommend Legaseed.

    - Gerald

  • After experiencing some delays and frustrating hurdles with insurance advisers, it has been such a relief to work with such a knowledgeable and pragmatic adviser like Charlotte at Legaseed. The process was fast, easy and profitable. We were able to create a great insurance package with no fuss and have our ACC and KiwiSaver work better for us with Charlottes advice and ongoing guidance. I highly recommend.

    - Chloe

  • Charlotte is great to work with, makes the process very simple and pain free. Would recommend to anyone.

    - Duane