Legacy Planning is a Brisbane-based financial planning practice, and we work closely with our clients to help create, grow and protect wealth. We work with you to gain an understanding of your personal circumstances, in particular your financial commitments & lifestyle expectations, and provide tailored advice to help you improve your financial well-being and that of your future generations.
Typically, the advice process comprises of 3 stages:
Phase 1: Understanding your goals and researching your current situation.
Phase 2: Making recommendations & providing you with a Statement of Advice.
Phase 3: Implementation & Review
Sid has a wealth of knowledge in the financial field and is always willing to listen and offer advice. He is very prompt in returning phone calls and emails with precise answers to my questions. I have the utmost faith, trust and confidence in Sid and would have no hesitation in recommending him to my family and friends because I know that he will look after them as he looks after me. Sid is now more than a financial adviser; he is more of a personal friend.
Great advice and easily accessible when required. Very happy with his service.
- Adviser status Bronze
- Number of reviews 2
- Years of experience 2
- Master of Business (Professional Accounting)
Legacy PlanningLevel 1, 143 Church Rd
Eatons Hill, QLD 4037
- In person
- Video call
Millennium3 Financial Services Pty Ltd