Our Services.
Four disciplines, one relationship. Each service is delivered with the same patient, research-led approach that has defined Legacy Invest since 2010.
Investment & Portfolio Management
We build sustainable, well-researched investment portfolios aimed at long-term wealth creation, with a focus on strong fundamentals and carefully managed risk. Our approach is patient and considered — designed for clients who value substance over noise.
- Boutique investment opportunities with strong fundamentals
- Long-term, research-led portfolio construction
- Ongoing review and disciplined risk management
- Personal advisory relationship with your planner
Group Scheme Insurance
We arrange comprehensive short-term group scheme cover that offers more than the standard — tailored for organisations, associations and groups that need robust, coordinated protection for their members.
- Tailored group cover for organisations and associations
- Comprehensive short-term protection
- Coordinated administration and member service
- Advisory support throughout the scheme lifecycle
Assurance & Financial Products
We advise on and arrange the full range of traditional financial and assurance products, matched carefully to each client's needs, life stage and circumstances — so every product in your plan is there for a reason.
- Life, disability and income protection cover
- Retirement and savings solutions
- Needs-based advice, reviewed as your life changes
- Access to established, reputable product providers
Estate & Legacy Planning
We help you structure your affairs to protect and pass on wealth, so your legacy is preserved for the people who matter most. Considered planning today prevents complexity — and conflict — tomorrow.
- Estate structuring and succession guidance
- Wills, trusts and beneficiary planning coordination
- Alignment with your broader wealth plan
- Long-term stewardship of your family's legacy