We provide independent financial advice where your needs are the only factors that influence our decisions.
Today's Financial Concerns
A few stories to learn how we have helped others achieve financial success.
What we can do for you
Financial Advice
We help our clients to identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy for long-term wealth creation and capital security.
Investment Planning and Strategy
Your investment strategy should be customized to meet your current risk tolerance and life objectives. We tailor our investment strategy to each client's needs.
Business Advice
We offer a complete business advice service that covers from idea creation to cash flow forecasting.
Retirement Planning
We can help you carefully consider your financial strategy for retirement. We will work closely with you, creating a plan that is unique to you — ensuring a smooth transition and rigorous ongoing review.
How to get started?
To be an effective partner, we need to know you and your goals.
Tailored Advice for Complex Lives
Legacy Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.
Guidance towards Secure Retirement
They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security. They have been extremely helpful, and very practical.
First Class Financial Advice
Legacy Strategic advisors have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.
Enjoy the Fruits of Working Life
I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Chris & Mark were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.