Jose Pais

Legacy Planning

17 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 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


  • Government Assistance
  • Aged Care

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 starts at $330/ hour

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Master of Accounting
  • Language spoken
    • English

Legacy Planning

Level 1, 143 Church Rd
Eatons Hill, QLD 4037

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252