Jose Pais

Legacy Planning

Gold
15 Yrs Experience
Eatons Hill, QLD 4037

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are quoted in writing depending on the scope of work. Our financial adviser billing rate is $330/ hour

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Accounting
  • Language spoken
    • English

Legacy Planning

Level 1, 143 Church Rd
Eatons Hill, QLD 4037

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"José is an expert in financial planning and this is evident in the way his simplifies things for me to understand best. I highly recommend Legacy Planning! Great, personalised customer service and very friendly staff."

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jose has a wealth of knowledge . He advised us on our SMSF & Insurance needs. I would recommend him to anyone who needs SMSF planning & Insurance products."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jose is an expert in his field - would recommend him to anyone who needs superannuation assistance & retirement planning."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jose offers a personalised service and explains in everyday language making it easier for me to make decisions."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great at explaining things in a simplified easy to understand manner. Listens to concerns about which areas certain investments concentrate in and acts appropriately."

  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jose's knowledge and understanding of the financial planning world is excellent. Couple this with his Accounting Qualifications, makes him the ideal adviser to us."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From the first day I met Jose I felt very comfortable with the way he explained Financial Matters to me. He has shown a very good understanding of my situation and manages my portfolio extremely well. I get regular calls and updates from him informing me how my investments are performing and he keeps me up to date with the latest market reports."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jose came to our rescue after the GFC, with his ongoing help, advice and guidance throughout the last of our working life, we were able to successfully transition into retirement safe in the knowledge that Jose had our finances in the best possible place. We not only value Jose's wealth of financial knowledge we remain extremely greatfull for his care and continual friendship. We feel more like family than clients!."

  • Government Assistance
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first met José Pais when he took charge of my Superannuation file as Financial Advisor. His insightful analysis of situations as they developed, and finding the best outcome for his clients has been exceptional."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Mumbai (prev University of Bombay)
Completed
1996

Master of Accounting

Level
9 - Masters Degree
Institution
Central Queensland University (CQU)
Completed
2007

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jose's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jose able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jose's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jose to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jose?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jose provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jose may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jose Pais
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens