Sid Pais

Legacy Planning

2 Yrs Experience
Eatons Hill, QLD 4037

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


  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Socially Responsible
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • Years of experience 2
  • Highest qualification
    • Master of Business (Professional Accounting)
  • Language spoken
    • English

Legacy Planning

Level 1, 143 Church Rd
Eatons Hill, QLD 4037

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252