Jose Pais
Legacy Planning
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
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchFees are quoted in writing depending on the scope of work. Our financial adviser billing rate starts at $330/ hour
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Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 10
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Master of Accounting
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Language spoken
- English
Legacy Planning
Level 1, 143 Church RdEatons Hill, QLD 4037
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252
