Legacy Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

1 / 52 Merivale St, South Brisbane, Quee...

Phone Number

+61 1300846563

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Legacy Planning

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.Explore more
Legacy Planning's Social MediaPopular SearchesLegacy Planning Pty LtdLegacy PlanningLegacyplanningSIC Code 62,628NAICS Code 52,523Show more

Legacy Planning Org Chart

PhoneEmail
JP
Australia flag for contact location.

Office Administrator

PhoneEmail
MS
Australia flag for contact location.

Financial Planning Assistant

PhoneEmail
SP
Australia flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Planning

<$5M
1-10
Private
-
2014
JP
Jay PaisOffice Administrator
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
DM
David McnivenPrincipal and Founder
<$5M
11-50
Private
-
2021
AF
Alison FoxfordClient Services & Personal Assistant
<$5M
1-10
Private
-
-
JK
Jacinta KeoghPractice Manager
<$5M
1-10
Private
-
-
TP
Tania PowickFounder & Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Planning.

Legacy Planning Tech Stack

A closer look at the technologies used by Legacy Planning

Top Finance Companies

Frequently Asked Questions Regarding Legacy Planning

What is Legacy Planning's official website?
Legacy Planning's official website is www.legacyplanning.com.au
What is Legacy Planning's Revenue?
Legacy Planning's revenue is <$5 Million
What is Legacy Planning's SIC code?
Legacy Planning's SIC: 62,628
What is Legacy Planning's NAICS code?
Legacy Planning's NAICS: 52,523
How many employees does Legacy Planning have?
Legacy Planning has 1-10 employees
What industry does Legacy Planning belong to?
Legacy Planning is in the industry of: Finance, Securities Trading
What is Legacy Planning competition?
Legacy Planning top competitors include: iChart, Steel Lake Advisory Services, Profectus Financial Partners, Coastal Wealth Directions
What technology does Legacy Planning use?
Some of the popular technologies that Legacy Planning uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Legacy Planning?
Legacy Planning contact info: Phone number: +61 1300846563 Website: www.legacyplanning.com.au
What does Legacy Planning do?

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 approac... h 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.Read More

What are Legacy Planning social media links?
Legacy Planning Linkedin page
Is Legacy Planning a public company?
Legacy Planning is private company therefore does not currently have an official ticker symbol
See more information about Legacy Planning

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