Investment & Portfolio Management
Well-researched, sustainable portfolios built for long-term wealth creation.
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Authorised FSPEst. 2010
BuildingaLegacyofWealth.
Sound financial advice and boutique investment opportunities, trusted across Bloemfontein, Pretoria and Cape Town.
Established 2010 ·Authorised FSP ·Bloemfontein · Pretoria· Cape Town
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Established
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Years of Advisory
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Regional Offices
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Under Advisory
Who we are
A Legacy of Wealth.
Legacy Invest gives clients sound financial advice and helps them build a solid financial profile — from investments and assurance to comprehensive group-scheme insurance.
We specialise in boutique opportunities with strong fundamentals and built-in safety, chosen for clients who value considered, long-term thinking over passing trends.
Our Services
How We Help You.
Four disciplines, one relationship — coordinated by advisors who take the long view.
Group Scheme Insurance
Comprehensive short-term group cover that goes beyond the standard.
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Assurance & Financial Products
A full range of traditional financial and assurance products, matched to your needs.
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Estate & Legacy Planning
Structuring your affairs so your wealth passes on to the people who matter.
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Our Philosophy
Founded on the Three Pillars of Commerce.
Sound Research
Every recommendation begins with disciplined, first-principles research — not fashion.
Supply & Demand
We seek opportunities where fundamentals, scarcity and demand align in our clients' favour.
Sound Management
Careful stewardship, transparent reporting and long-term thinking guide every mandate.
Nationwide
Find Us Across South Africa.
Exact office address coming soon.
Exact office address coming soon.
Our People
Guided by Experience.
Advisors with decades of combined experience across South African financial services.
Herman Lombaard
Chairman
Wits Business School · 28 years in business
Cobus van der Walt
Financial Planner
BCom (NWU) · PGDip Financial Planning