legacy-our-story-brand book
TRANSCRIPT
Our Story
Placed at the heart of Legacy Financial is the story of director Janean Hicks. Growing up in South Africa, Janean suffered the loss of her father as a young girl, and the drama that followed because he didn’t have his financial affairs in order, continues to serve as her motivation to make a difference in the lives of families.
Janean’s story drives the vision, the passion, and the care that flows through every aspect of Legacy Financial, and through her experience, she is able to provide personal guidance and expertise on estate planning, wills and future protection.
Through Legacy Financial, Janean aspires to have a positive impact on the lives of her clients. She wants to take away the worry and replace it with peace of mind. And she wants her clients to be able to say comfortably that a plan is in place for the future of their family.
I love financial planning as a whole but my real passion is helping families plan for the future. This is because of what I experienced as a young girl. Legacy is about succession, cover and protection for people and businesses.
This is our story...
““Janean Hicks
D I R E C T O R
We’re Legacy
Financial
We’re motivated by the opportunity to empower you to write your legacy, your way.
We
know
tha
t lif
e is
an
adve
ntur
e.
We’
re g
oing
to
have
hig
hs, a
nd w
e’re
goi
ng t
o ha
ve lo
ws.
We
wor
k ha
rd t
o bu
ild s
omet
hing
tha
t w
e ca
n pa
ss o
n
to t
he g
ener
atio
ns t
o co
me.
We
wor
k on
our
bus
ines
ses,
our
fina
nces
, and
our
inve
stm
ents
.
And
we
do it
bec
ause
we
belie
ve t
here
is v
alue
in t
he w
ord
Lega
cy.
Lega
cy is
the
sto
ry w
e w
rite.
It re
pres
ents
the
pow
er o
f our
life
’s p
urpo
se.
It’s
not
just
abo
ut m
oney
, it
can’
t be
. It’s
abo
ut r
elat
ions
hips
, and
val
ues.
It’s
abo
ut r
ealis
ing
wha
t’s m
ost
impo
rtan
t in
life
–pe
ople
.
Peop
le m
atter
, esp
ecia
lly t
hose
clo
sest
to
us, a
nd p
lann
ing
for
the
futu
re
is a
s m
uch
abou
t th
em, a
s it
is a
bout
us.
By n
ow y
ou c
an p
roba
bly
tell
that
pro
tect
ing
your
fina
nce
and
asse
ts
is w
hat
we
do B
ut w
e’re
mot
ivat
ed b
y so
met
hing
mor
e…
You insure your house, your car, your health… you should insure your future as well
We believe that protecting your legacy is the most important thing you’ll ever do. But we also know it’s something that’s easy to put off… At Legacy, we take care of everything. We help you plan, strategise and implement the growth, protection and distribution of your wealth. We manage the complete process under our roof and we work in partnership with you to protect what matters most.
Your business, your family, your future… protected
And when it comes to your future, not just any old way will do. You need to do it right. You need to do it your way.
You see your legacy is yours, not someone else’s… It isn’t about a cookie cutter, template approach; it’s about doing it a way that is uniquely you.
Our difference is in our process. We’ve called on all our experience and knowledge to develop an ongoing process, which covers every imaginable need.
We protect your wealth, business assets, wealth distribution, and superannuation, and we do it all through the Legacy Pack and Legacy Pathway.
Nowhere else can you get a specifically engineered product, developed from over 20 years of industry experience. The Legacy Pack is the central place for all your wealth protection documentation, strategy and decisions. It’s a tangible folder, but it’s also a digital footprint, stored both with us and in the cloud, protecting it for the future.
The Legacy Pathway ensures your Legacy Pack is completely set up with a single management path from start to finish, then managed six-monthly to ensure complete protection for you and your future.
Over 20 years industry experience and a process to rule them all
Tel. (08) 9474 7735 [email protected] PO Box 138 Como WA 6952 legacy-financial.com.au