WE'RE LEGACY PLANNING.
A Personal Note from José Pais, Founder of Legacy Planning
I have been in the realm of financial services since 2005. Many financial experts fail to fully unlock the potential of their services. My goal is to overhaul this paradigm.
My journey has been diverse and enriching, encompassing founding my own firm and contributing to my client's financial success. Each conversation, each narrative I've encountered has served as a building block, refining my conception of authentic financial planning.
At Legacy, we don't simply handle finances; we redefine them. With a team united by the same passion that drives me, we are dedicated to shaping not just wealth, but a life of fulfillment and worthiness for our clients. Come with us on this voyage to transform your financial story into one that aligns with your deepest aspirations.
- José Pais
Legacy Planning is a Brisbane-based financial planning practice that is built upon the foundations of: Trust, Courage, Respect.
– We work closely with our clients to help create, grow and protect wealth. We aim to develop, comprehensive strategies to improve the financial wellbeing of our clients and their future generations.
– Our personal approach enables us to develop plans based on your specific and unique wants, needs and expectations and the legacy you want to leave behind. We take the time to take you through every step of the journey, using language and terms that you understand.
– Regardless of your stage of life or your financial status, our sole mission is help you achieve your financial goals and shape your financial legacy.
José
Financial Planner
Jose started Legacy Planning in 2015 and has maintained trustworthy and reputable relationships in the accounting & finance community across the country. Jose has worked as a senior adviser at both Westpac and Suncorp.
José's Qualifications
Certified Practising Accountant (CPA)
Masters of Accounting
Advanced Diploma of Financial Planning
Bachelor of Commerce
Jay
Office Administrator
Jay brings a solid mix of credit and collections experience to Legacy. She has over 2 decades of experience which includes her previous role at GE Capital. She currently is responsible for the overall functioning of the office administrative functions.
Qualifications
Bachelor of Commerce
Placida
Auditor
Placida is a qualified auditor, who has proven experience helping people overcome their success blocks after joining Legacy in 2021. After experiencing years of soaring success, in a planner assistant role, she was inspired to take on the operations manager role in 2024.
Janelle
Bookkeeper
Janelle has a couple of years of prior part-time experience in bookkeeping. Driven to succeed, she has a Learn-It-All positive attitude and a strong work ethic combined with a passion for interacting with people. She will be pursuing a Business degree soon and aspires to pursue a career in the finance industry. Janelle considers herself as a student of equity research and fundamental analysis, with an affinity for financial excellence.
If you have any questions, we are available on Zoom/ Skype/ Facetime/ Google Meet/WhatsApp or even via the good old fashioned telephone!
Defining the scope of engagement
Identifying your goals
Assessing your financial situation
Preparing your financial plan
Implementing the recommendations
Reviewing the plan
At Legacy Planning, we appreciate your financial circumstances are unique. As a result, we want to offer a flexible approach to the way we charge our fees. Our fees reflect the value we provide to our clients in that they represent at most one-third of the financial value we expect you to achieve through our strategic advice. They can be paid through a number of methods to suit your individual circumstance:
Fee-for-service
Adviser service fee