Our Approach

Those with an eye for detail would have observed the eye in our logo, as we too have an eye for detail, looking after our clients' interests.

At Legacy, we pride ourselves on our culture of placing client understanding as a top priority. We believe this is an important driver of the quality and relevance of our advice. We build on a personal and pro-active long term relationship with our clients. We want to help you develop, implement, execute, monitor and manage your financial strategy. We want to be your partners in success.

Salary sacrifice, superannuation, investment management, insurance, retirement planning, estate and tax planning etc are just building blocks. It is how we use them that will determine the ultimate level of relevance and success to you. We have developed a proprietary process to deliver that.

Every client is unique and deserves a customised solution. Which is why we strongly believe that investment holdings are a means to an end and not the end itself. Our emphasis is on the word "advice".

As a client of Legacy, you can expect: