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OUR SERVICES

Our diverse areas of expertise are designed to fit your changing needs

01.

WEALTH MANAGEMENT & FINANCIAL PLANNING

  • Wealth Management: Tailored strategies to grow and preserve your wealth.

  • Investment Management: Professional management of your investment portfolio.

  • Retirement Planning: Planning for a secure and comfortable retirement.

  • Estate Planning: Structuring your estate to protect your legacy.

02.

INSURANCE SOLUTIONS

Personal Insurance

  • Short and Long-Term Insurance: Coverage for personal assets and life.

  • Medical Aid: Comprehensive healthcare coverage.

Business Insurance

  • Business Assurance: Protecting your business from unexpected risks.

  • Professional Indemnity Insurance: Liability protection for professional services.

  • Buildings and Real Estate Insurance: Insurance for property and real estate investments.

  • Heavy Commercial Vehicles Insurance: Coverage for commercial vehicle fleets.

  • Plant All Risk Insurance: Protection for machinery and equipment.

  • Cell Captives: Customized insurance solutions within a captive structure.

  • Contingency Policy Structuring: Tailored policies for unique business risks.

03.

EMPLOYEE BENEFITS

  • Employee Benefits: Customized benefits packages to attract and retain talent.

04.

FINANCING SERVICES

  • Asset and Vehicle Financing: Flexible financing to acquire assets and vehicles.

05.

RISK MANAGEMENT & GUARANTEES

  • Construction Guarantees: Financial security for construction projects.

  • Performance Bonds: Assurance of contract fulfillment to project owners.

"True wealth is not just about the accumulation of assets, but about creating a legacy of financial empowerment, trust, and opportunity for future generations."

UNKOWN

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CONTACT US

Reach out with any
questions or inquiries

Contact us

ADDRESS

Route 21 Corporate Park,

12 Victoria Link, Irene,

0157

PHONE

+27 (12) 755-7996

EMAIL

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© 2024 Legacy Wealth Management. All Rights Reserved. | A division of Senatla Group, an authorized Financial Services Provider, FSP No: 47120 | Privacy Policy | Terms & Conditions

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