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 wellbeing 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
Fees are quoted in writing depending on the scope of work. Our financial adviser billing rate starts at $330/ hour
Easily accessible and good clear advice on issues in question. Feel confident he and his team are dedicated to get us the optimum outcome.
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.
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.
Jose is an expert in his field - would recommend him to anyone who needs superannuation assistance & retirement planning.
Jose offers a personalised service and explains in everyday language making it easier for me to make decisions.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2007
- Years of experience 16
- Master of Accounting
Legacy PlanningLevel 1, 143 Church Rd
Eatons Hill, QLD 4037
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Millennium3 Financial Services Pty Ltd