Clear retirement planning
Understand how much you can spend, how long your savings may last, and what you need to do next.
Wealth Management
& Retirement Planning.
What is Wealth Management & Financial Planning?
Good financial planning isn't just about choosing investments. It's about understanding what you've worked hard to build, what you want to achieve and how to make your money work for you.
At Legaseed, we provide personalised investment management, wealth management and retirement planning advice, helping you build, manage and protect your wealth without the complexity of managing investments yourself.
We understand that not everyone has the time, interest or expertise to research investments, monitor markets or regularly review their portfolio. That's where we come in. We provide professional investment advice and ongoing portfolio oversight, helping you make informed decisions without having to navigate the investment world on your own.
Whether you're building wealth, approaching retirement or already enjoying it, our aim is simple — to take the complexity out of investing and give you more time and confidence to enjoy the life you've worked hard to create.
Some of the questions we help our clients answer include:
Have we saved enough to retire comfortably?
How long will our investments and savings last?
How much can we afford to spend without running out?
Are our investments appropriate for our goals and level of risk?
Who is keeping an eye on our investments and making sure they remain suitable?
How should we invest the proceeds from selling a business, farm or property?
How can we generate a regular income from our investments during retirement?
Are we making the most of the wealth we've worked hard to build?
How we help.
Many of our clients have spent years working hard, building businesses, raising families and accumulating wealth. But when retirement approaches, or the farm or business is sold, the question often becomes — what next?
Moving from building wealth to living off it can feel daunting. How do you know if you have enough, how much you can comfortably spend, and whether your investments are working for you?
That's where we help. We bring clarity to your financial position, develop a personalised plan and provide ongoing investment advice and support, taking the complexity and worry out of managing your financial future.
So you can spend less time worrying about money and more time enjoying what you've worked hard for.
We meet to discuss what exactly you are looking for advice on, your goals, your financial position and objectives to see if we think we can add true value for you. There is no charge or obligation with this meeting
UNDERSTAND
2. COLLECT
Based on our initial meeting, if we have mutually decided to progress further, we will go away and gather more information, from your professional advisers of business information, there may be more questions we need to ask you
This is where we pull everything together, look at your picture as a whole and understand how to make things work to achieve your goals with the highest chance of success.
3. PLAN
4. PRESENT
We'll meet again and talk you through the work we have done, where we believe we can truly add value, including recommendations, benefits, fees and answer any questions you may have.
5. IMPLEMENT
Once we have the plan just right, and you are wanting to progress, we will meet to complete the implementation process, which involves the bits no one likes - the paperwork!
6. REVIEW
No plans go completely to plan, that's why we want to work with you over the long term, and that's why we value the review process. So much can change in life, it's important we keep a close eye.
