Help your clients leave a legacy that truly matters
Published on 11 February, 2026
ABOVE: A behind-the-scenes tour of the Medieval Garden at the Hamilton Gardens during a Momentum Professional Advisor Network event last November.
As a professional advisor, you guide clients through life’s big decisions. More and more those conversations are turning to legacy - how they want to be remembered, and the difference they want to make.
Momentum Waikato Community Foundation’s ‘Professional Advisor Programme’ equips you to confidently talk with clients about philanthropic giving, bequests, and trust transfers - turning values into lasting impact.
Why it matters
By introducing purpose and philanthropy into your guidance, you deepen relationships, create more meaningful conversations, and help clients support the causes closest to their hearts, now and for generations to come.
Simple ways to make a lasting impact
Momentum Waikato offers trusted, flexible options including bequests, lifetime giving, trust transfers, and named funds. Every gift contributes to a permanent endowment - so generosity keeps giving, forever.
Why partner with Momentum Waikato?
We combine professional stewardship with deep local knowledge, giving you and your clients confidence that their legacy will be protected, invested, and delivered exactly as intended.
As part of our Professional Advisor Programme (PAN), you’ll gain access to expertise, resources, and a like-minded network - all while helping to grow a stronger Waikato.
Momentum Waikato hosts ‘PAN’ events for those in our programme, often with guest speakers or panellists, and/or a guided tour of somewhere exciting.
Be part of something bigger
Philanthropic conversations don’t replace your advice - they elevate it, add meaning, build trust, and create real impact for your clients and our community.
#generositythatdelivers
Join the Momentum Waikato Professional Advisor Programme and help your clients create a legacy that lasts. Contact janice@momentumwaikato.nz to learn more.
BELOW: Panel discussion at the Momentum Professional Advisors Network event last November. PHOTOS: Mike Walen, Key Imagery.
