What we do
At Legacy FA, we provide the Legacy Advantage of...
Technology: Our strength in developing in-house software applications to facilitate our operations and sales processes have helped our financial consultants to interact effectively with our clients with well-prepared information.
Experience: Our strong team of financial consultants are made up of industry veterans and professionals who have accumulated broad-based experience in the life and general insurance sectors. The wealth of experience that they bring with them forms an epitome of quality financial advice for our clients.
Training: Our ongoing rigorous training programmes allow for professional development of our financial consultants that is geared towards effectively monitoring and managing our client’s financial well-being.
Choosing us as your financial planner is one of the most vital choices you will be making for yourself and your loved ones. Legacy FA will help to provide you and your loved ones with requisite financial guidance throughout your lifetime.
Why we do
Comprehensive Financial Planning
Legacy FA provides its clients with comprehensive financial planning advice to cater to evolving life or business needs. Together with our partners we bring a wide range of financial products to our clients’ disposal.Our professional and dedicated financial consultants will ensure there is a potential solution to your every need.
Personal Financial Planning
Income Protection - When your income and hence your responsibility towards your family is affected due to a catastrophic life event, we help you ensure that there is financial stability & peace of mind for your loved ones
Education - Tertiary education funding for children can be a financial burden to parents. We work with you to achieve your tertiary dreams for your children
Investment - Based on your time horizon and risk appetite we help map out your investment portfolio to meet your objectives
Retirement - Retirement funding needs careful planning. Based on your goals we assist you to build different streams of income for your golden years
Estate Matters (Partner Services) - Building your wealth is one side of the story. But ensuring its passed on to the people that matter in your life is another. We highlight the different methods that you can undertake to ensure a seamless transfer of your wealth to your loved ones when you are not around
Mortgage Refinancing (Partner Services) - Loan efficacy helps one to save on undue mortgage interest. Together with our partners, we look at different possibilities in ensuring your mortgage payments remain lean
Debt Management - Debts can rob one’s peace of mind. We run through your debts and resources to give you a structure for repaying your debts with discipline and efficiency to gain back your peace of mind.
General Insurance - We tailor make general insurance plans so that you and your family remain protected when life throws in unexpected challenges when at home, on the road or even on vacation.
Financial Planning For Businesses
Business Succession Planning - We help you create a business succession plan to establish a smooth transition from your business
Employee Benefit Scheme - Employees are pivotal in an organization’s success. We structure plans to cater to the evolving needs of your employees.
Keyman Protection - Some key employees are crucial to a business. We plan solutions that will reward as well as help retain your key people
Commercial Business Insurance - Unexpected events such as theft, fire and liability can severely dent a business. We provide advice to help ensure that your business is able to withstand any such eventualities.
How we do
Fair Dealing Commitment
At Legacy FA Pte Ltd (“Legacy FA”), we are committed to providing sound and quality financial advice and services to our Clients. The Board and Senior Management are committed to advocate and deliver fair dealing outcomes to you.
The following are the fair dealing outcomes that Legacy FA are committed to deliver:
Our Directors and Senior Management are committed to advocating a fair dealing culture within Legacy FA
Due diligence is conducted for the selection of suitable investment products and services to meet the needs of our Clients
Recruit and train competent Financial Consultants to provide our Clients with quality and sound recommendations and advice
Clear, relevant and timely information are provided to our Clients receive guide them in making informed financial decisions
Independent complaints handling process that handles Clients’ complaints in an effective and prompt manner
