Ignite a legacy - Become a Professional Advisor Champion with Momentum Waikato!
Published on 7 December, 2025
As a trusted professional advisor, you hold the key to unlocking transformative legacies.
Join Momentum Waikato's Professional Advisor Programme and help us ignite a wave of impactful generosity across the Waikato. Elevate your practice, inspire change, and lead your clients toward enduring community impact.
An unprecedented moment
Aotearoa New Zealand stands at the threshold of a historic inter-generational wealth transition. By channelling just a portion towards strategic charitable giving, especially through Momentum Waikato's endowment model, you can help shape a brighter future for our region.
The power of integrating philanthropy
Unleash Fulfilment: reveal to your clients how a ‘Gift in Will’ can create a legacy that echoes through time, bringing profound and lasting satisfaction.
Craft Strategic Visions: offer expert guidance in aligning clients' generosity with impactful community solutions.
Amplify Lasting Change: demonstrate how even modest gifts, when united, can ignite significant and enduring transformation.
Inspiring Referral Opportunities
Estate Planning Guidance: spark the conversation - "Beyond providing for your loved ones, what legacy do you want to leave for future generations?"
Legacy Trust Stewards: envision transferring assets to Momentum Waikato to perpetuate the trust's mission through a Named Fund, ensuring its impact endures.
Impact-Driven Philanthropists: introduce Momentum Waikato's initiatives, such as the New Zealand Graduate School of Medicine Scholarship Fund.
Why Partner with Momentum Waikato?
Established in 2013 by WEL Energy Trust, we bridge the gap between community aspirations and strategic investment, driving lasting change and regional prosperity.
At Momentum Waikato, we believe client engagement is a deliberate and thoughtful process. By collaborating with our Professional Advisors, we cultivate a culture of targeted generosity that creates lasting benefits for our communities.
Contact info@momentumwaikato.nz to arrange a time for a chat - the cuppa is on us!
