Holistic Financial Planning

HOLISTIC FINANCIAL
PLANNING

Don't Be Afraid, Be Focused, Be Determined, Be Hopeful, Be Empowered

- Michelle Obama

Legacy offers Holistic Financial Planning which is tailor made to your specific needs. Risk insurance, investments, retirement planning, tax consulting, wills and trusts and many other associated services are also available.

We offer a boutique service that builds on wealth accumulation and preservation.

  • Life, Risk, Funeral Cover
  • Education Protector
  • Retirement Planning
  • Dreaded Diseases - Cancer, Covid-19, Heart Attack (Bypass), Strokes, etc.
  • Disability - Income Protection
  • My Cover - Estate Protection Plan
  • Shariah Estate Planning
  • Estate Planning - Wills & Trusts
  • Tax Consulting
  • Short Term Insurance
Holistic Financial Planning Holistic Financial Planning

Frequently Asked Questions

This is the first item's accordion body. It is shown by default, until the collapse plugin adds the appropriate classes that we use to style each element. These classes control the overall appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the .accordion-body, though the transition does limit overflow.

This is the second item's accordion body. It is hidden by default, until the collapse plugin adds the appropriate classes that we use to style each element. These classes control the overall appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the .accordion-body, though the transition does limit overflow.

This is the third item's accordion body. It is hidden by default, until the collapse plugin adds the appropriate classes that we use to style each element. These classes control the overall appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the .accordion-body, though the transition does limit overflow.

This is the third item's accordion body. It is hidden by default, until the collapse plugin adds the appropriate classes that we use to style each element. These classes control the overall appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the .accordion-body, though the transition does limit overflow.

More Services

HOLISTIC
FINANCIAL
PLANNING

TAILOR-MADE
INVESTING

EMPLOYEE
BENEFITS

MEDICAL
COVER

BUSINESS
ASSURANCE

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