FINANCIAL PLANNING
Boost your financial mindset.
Team up with a Lion Legacy Limited Financial Consultant to make your next financial move with certainty.
Financial planning centered around you
We are a team of financial experts and consultants dedicated to helping you make smarter financial decisions, enhance your relationship with money, and empower you to plan for your financial success.
What you’ll get
A Personal Relationship Consultant
To help you make money decisions with confidence and keep you on track to achieving your money goals.
Financial advisers you can trust for a lifetime
Ongoing financial coaching and mentoring to keep you focused on reaching your goals and avoid making costly money mistakes.
Team support
Our team of financial experts are there for you every step of the way to support you through the ups and downs of your life journey.
The model we use
- Will & Estate Planning
(Fiduciary Service)
- Education Planning
- Budget Plan
- Life Insurance
- Income Protection
- Disability Planning
- Retirement Planning
Analyzing & Mitigating Risk
The most important rule of financial planning is the foundation
- Savings
- Investment
- Offshore – Portfolio
The model we use
Analyzing & Mitigating Risk
The most important rule of financial planning is the foundation
- Life Insurance
- Income Protection
- Disability Planning
- Retirement Planning
- Will & Estate Planning
(Fiduciary Service) - Education Planning
- Savings
- Investment
- Offshore – Portfolio
A Plan Tailored to your Goals
Our team of financial consultants will create a personalized Budget Plan to equip you with the essential knowledge and practical tools to achieve your personal financial goals.
This unique Personal Budget Plan will provide you with the confidence and expertise to set and attain your financial objectives.
Your Personal Budget Plan subscription lasts for 1 year. As a client, you’ll receive an annual review, which may include a new Personal Budget Plan tailored to any significant life changes over the past year.
Personal Budget Plan
$60 p/m x 1 year
(MONTHLY BILLING OPTION AVAILABLE)
- Cash flow management
- Building an emergency fund
- S.M.A.R.T goal setting
- Create a Will
- Estate planning
- Fiduciary and Trust services
- Insurance solutions
- Investments
- Tax planning
- Saving for retirement
- Access to a personal Relationship Consultant
- Portfolio management
- Monthly check-ins
Some financial consulting firms operate without fiduciary responsibility, opting to utilize external products and funds, allowing them to earn significant commissions on the items they recommend or sell to you.
