Legacy Planning Pty Ltd
Legacy Planning is a specialist 'Financial Advice' organisation. Experience ranges from designing and implementing proven SMSF strategies and working with trustees on a regular basis to ensure they achieve the required level of practical capability. At Legacy, we work closely with our clients to build personalised financial plans that create, grow and protect wealth.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MS
Manav Shah
Financial Planning Assistant · Finance & Accounting
EmailPhone - JP
José Pais
Director · General Business & Management
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Top roles at Legacy Planning Pty Ltd
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- 1director
- 1financial planning assistant
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