Sid Pais

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