Legacy Planning is a financial advisory firm based in Sydney, Australia, that focuses on developing long-term, personalised financial strategies for its clients. The company's mission is to help individuals, families, and business owners achieve their financial goals through comprehensive planning services. Their core services include wealth creation and investment advice, management of superannuation and retirement funds, and structuring appropriate personal insurance and risk management solutions. They operate as a Corporate Authorised Representative of a licensee, ensuring they adhere to regulated financial advice standards in Australia.

Founded in

Australia