At Legacy, we work closely with our clients to help build personalized financial plans that create, grow and protect wealth. We aim to develop, comprehensive strategies to improve the financial wellbeing of our clients and their future generations. We have a strong reputation built on trust and experience. Founded with a passion for helping Australians achieve financial wellbeing, Legacy Planning is dedicated to providing the most appropriate financial advice for our customers.
Regardless of your stage of life or your financial status, our aim is help you achieve your financial goals. We firmly believe we are unique, and take the time to fully understand your needs, expectations and fears. You will have the individual attention of the company founder �?� Jos�?�© Pais. Jos�?�© has a Master degree in Accounting from Central Queensland University. He has over 10 years�?� experience and is a qualified CPA with an Advanced Diploma in Financial Planning. In recent years his particular focus has been Self-managed superannuation Funds.Our personal approach enables us to develop plans based on the legacy that YOU want to leave behind &YOUR specific and unique wants, needs and expectations. We take the time to take you through every step of the process, using language and terms that you understand.
We build plans that are customized & that we believe in to Create, Grow and Protect your Financial Future.
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Level 1, Unit 6, 25 Ferguson St, Albany Creek, QLD, 4035
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