Your Story

At Legacy Financial we specialise in estate planning by working in collaboration with our clients to plan for the future, developing ongoing strategies and structures for wealth accumulation and distribution.

With over 20 years of industry experience, we understand how challenging it can be to develop your estate plan, but over the years we’ve continually seen first hand just how important it is to our clients and their families to be prepared.

We provide a comprehensive and ongoing process designed to make a positive and enduring difference in the lives of our clients, and as we work in partnership to build a sustainable pathway for the future, we manage the entire process, taking care of all the details, and guiding you through, step-by-step.

We’re passionate about helping you take control of your financial situation.

We’re Legacy

Financial

We’re motivated by the opportunity to empower you to write your legacy, your way.

We

know

tha

t lif

e is

an

adve

ntur

e.

We’

re g

oing

to

have

hig

hs, a

nd w

e’re

goi

ng t

o ha

ve lo

ws.

We

wor

k ha

rd t

o bu

ild s

omet

hing

tha

t w

e ca

n pa

ss o

n

to t

he g

ener

atio

ns t

o co

me.

We

wor

k on

our

bus

ines

ses,

our

fina

nces

, and

our

inve

stm

ents

.

And

we

do it

bec

ause

we

belie

ve t

here

is v

alue

in t

he w

ord

Lega

cy.

Lega

cy is

the

sto

ry w

e w

rite.

It re

pres

ents

the

pow

er o

f our

life

’s p

urpo

se.

It’s

not

just

abo

ut m

oney

, it

can’

t be

. It’s

abo

ut r

elat

ions

hips

, and

val

ues.

It’s

abo

ut r

ealis

ing

wha

t’s m

ost

impo

rtan

t in

life

–pe

ople

.

Peop

le m

atter

, esp

ecia

lly t

hose

clo

sest

to

us, a

nd p

lann

ing

for

the

futu

re

is a

s m

uch

abou

t th

em, a

s it

is a

bout

us.

By n

ow y

ou c

an p

roba

bly

tell

that

pro

tect

ing

your

fina

nce

and

asse

ts

is w

hat

we

do B

ut w

e’re

mot

ivat

ed b

y so

met

hing

mor

e…

We believe that your legacy should be written your way so we always take the time to first understand your story before tailoring a package to best suit the needs of you and your family.

We call our process the Legacy Pathway. It starts with the development of your personalised Legacy Pack – a full physical and digital record of all your documentation, and then involves the complete management of your Pack.

(month 1-3)

• Initial discovery meeting to discuss aspirations and issues

• Advice mapping based on priorities and needs

• Solution-focused financial plan development

• Implementation of strategies

• Liaising with professional advisers

(month 3-onwards)

• Flexible and scalable ongoing management

• On call support 365 days a year

• 6 monthly strategy meetings

• Onsite and offsite cloud back up of all your documentation

• Annual audit and maintenance of your information

Ensuring financial protection for your family, future and business requires a holistic approach and at Legacy, our strategic planning focuses on seven core areas.

1

2

3

4

5

6

7

For further information visit

legacy-financial.com.au

Risk planning

Retirement planning

Estate planning

Income planning

Investment planning

Debt planning

Succession planning

Our Process Our Strategic Solutions

A key aspect of planning our legacy is identifying our strengths and weaknesses. With this in mind, we’ve created the Legacy Index, a 10-question self-evaluation guide to assist us in protecting the financial future of our clients.

Each question has been strategically developed to align with the four core estates that make up the Legacy offering – your personal world, your business, your super, and your wealth creation situation.

The results of the index provide our clients with a score out of 100 and a clear road map to move forward with.

The Legacy Estates

Personal

Self-Managed

Super

Business

Trusts

2

1

The Legacy Index

Tel. (08) 9474 7735 janean@legacy-financial.com.au PO Box 138 Como WA 6952 legacy-financial.com.au