Our Business Plan
Herman Lombaard, the founder of Legacy Invest, offers a holistic, Life-oriented approach to Financial Management, by instilling “Financial Wisdom” into our clients’portfolios, thus enhancing Quality Of Life and ensuring that our Clients have far greater financial mobility. Our approach to Financial Management encompasses “Financial Coaching” of our Clients, to instil proper evaluation capabilities, thereby ensuring that our Clients are not exploited by the numerous inconsiderate product providers who are approaching the Public via “direct marketing’ – an impersonal approach which enriches the direct marketer only, wherein any benefits to the policy holder are of little significance
Legacy Invest undertakes to evaluate in consideration of each individual’s specific requirements and to instil sound financial practice and nothing else! We specialise in group coaching of Financial Awareness, followed by individual evaluation and facilitation. Thereby ensuring that no individual need be concerned that his/her personal detail would be exposed to colleagues or friends.
Investment Services
- Financial Planning
- Risk Profile assessment
- Private Banking: Call and Fixed Deposits
- Portfolio management
- Private stock portfolios, Unit trusts and structured products.
These services are provided both locally and offshore.
The Approach
After a careful consultation with the client, we determine their investment needs and formalise a proposal to enable the client to make an informed decision.
We consult with all major institutions in order to provide tax efficient investment structures. This varies from personal portfolios to pension funds and private banking.
Internationally, we provide full offshore investment and private banking services. This ranges from offshore fund management to the setting up of offshore Trusts and offshore banking.
Strengths
- Total independence, ensuring unbiased and objective advice to clients.
- We deal with only major, well-established financial institutions which ensure security of investments, maximum flexibility and diversity of choice for clients.
- Legacy Invest represents YOU, the client and not the institution, enabling maximum protection of your interests at all times.
- Highly skilled and experienced understanding of investors risks.
- Fiduciary Services
- Estates
- Wills
- Trusts
- Personal Taxation
Family Estate Planning
The aim of estate planning is to preserve family wealth. This means that your financial affairs need to be in order so that your estate is well structured, easy to wind up and incurs no unnecessary estate taxes.
At Legacy Invest Fiduciary Services we assist you with the setting up of your Will in the correct manner and a Family Trust structure, if required. We also assist you with personal and trust tax submissions and finally, in the event of your death, we can execute your estate in the quickest, most efficient manner possible.
Internationally, we also provide full offshore Trust and Company formation for clients with international assets. We have associates in Switzerland, Isle of Man, Guernsey, Jersey, Cyprus and Mauritius.
Legacy Invest is also the owner of “Legacy Memorial Scheme” a group scheme(underwritten by Sanlam), in close relation with the Legacy Memoriam Services and Legacy Funerals whom all specializes in “ celebrating a life lived ‘…in al regards we boutique’ly specialize in dignity and respect in honouring a deceased …
Legacy Invest also facilitates Short term Insurance requirements whereby all household, vehicles and other specialised insurable interests are covered.
The Vision of Legacy invest is Create, Contain and Manage the Wealth of its Clientele…
Legacy Invest is an Authorised Financial Services Provider, providing structured local and International Financial Products to its Clientele…
We are committed to promoting the best interests of our Clients, in accordance with best practice principles…