Rediscover your dreams
Start planning your financial journey today!
Creating a lasting legacy
plan now for tomorrow
Your financial journey begins with you, your goals, your responsibilities, and the life you want to build for those who matter most. Legacy Financial planning is more than just a set of numbers, it’s a way to turn your intentions into tangible impact, creating stability for today and strength for the future.
Whether you’re preparing for retirement, protecting your income, planning for a little one, building wealth, or protecting yourself against life’s uncertainties, we provide personalised guidance shaped by your values and priorities.
As we begin our work together, your vision becomes the foundation of everything we do. We listen, assess, and develop a strategy that reflects your life stage and long-term ambitions.
With the right plan in place, you can navigate the future with clarity and confidence. Our role is to be your steady partner through every decision, helping you protect what you've built, support those you love, and create a legacy that stands the test of time.
Your
Financial
Journey
You and your loved ones deserve a future built on more than financial stability, you deserve lasting impact and direction. Our role is to help you move from intention to action, with clear strategies that align with your life and long-term goals. No matter what stage of life you are in, we provide thoughtful, forward-looking planning that is tailored to your priorities. It is a necessity for us to understand your world before we begin the planning process with you. Our starting point is always understanding your Estate and Last Will and Testament, which we believe is the most important document you will ever sign.
Through transparent guidance, we help you make every decision count. Our various third-party partnerships ensure that we always give you the very best advice, whether it be in short-term insurance, home loan services, forex, investments or risk cover.
Your success
starts with trust
Your goals,
our priority
Your financial goals are the foundation of every plan we build. We take the time to listen, understand, and tailor custom financial strategies that align with your vision for the future. Everything we do is focused on helping you achieve the life you imagine with confidence and clarity.
Support for
every life stage
Whether you're just starting out, preparing for retirement, or navigating a major life transition, we provide expert guidance at every step. Our comprehensive financial planning adapts as your life evolves, ensuring you always have the right support at the right time.
Commitment
to growth
Your future deserves a proactive approach. We stay ahead of financial trends and continuously refine our wealth management strategies so you can take advantage of new opportunities and stay aligned with your long-term goals.
A partnership for
the long haul
Your financial journey never stops and neither does our commitment. We’re with you for the long term, refining your financial plan as your needs change. With responsive, ongoing support, we help keep your future protected and your legacy on track.
Don't wait for the perfect moment,
the best time to build your financial future is now.
Rediscover
Your Dreams
Start planning your
financial journey today!
Create a lasting
legacy plan today
for a better tomorrow.
Your financial journey begins with you, your goals, your responsibilities, and the life you want to build for those who matter most. Legacy Financial planning is more than just a set of numbers, it’s a way to turn your intentions into tangible impact, creating stability for today and strength for the future.
Whether you’re preparing for retirement, protecting your income, planning for a little one, building wealth, or protecting yourself against life’s uncertainties, we provide personalised guidance shaped by your values and priorities.
As we begin our work together, your vision becomes the foundation of everything we do. We listen, assess, and develop a strategy that reflects your life stage and long-term ambitions.
With the right plan in place, you can navigate the future with clarity and confidence. Our role is to be your steady partner through every decision, helping you protect what you've built, support those you love, and create a legacy that stands the test of time.
Your Financial Journey
You and your loved ones deserve a future built on more than financial stability, you deserve lasting impact and direction. Our role is to help you move from intention to action, with clear strategies that align with your life and long-term goals. No matter what stage of life you are in, we provide thoughtful, forward-looking planning that is tailored to your priorities. It is a necessity for us to understand your world before we begin the planning process with you. Our starting point is always understanding your Estate and Last Will and Testament, which we believe is the most important document you will ever sign.
Through transparent guidance, we help you make every decision count. Our various third-party partnerships ensure that we always give you the very best advice, whether it be in short-term insurance, home loan services, forex, investments or risk cover.
Your Success
Starts with trust
Don't wait for the perfect moment,
the best time to build your financial future is now.
Our Services
If the advisor associated with this website is not licensed or accredited to sell a specific financial product, that product will be distributed by an accredited referral partner.
Draft your will today to find peace of mind
for your future!
Life is unpredictable, but your legacy doesn’t have to be. Creating a legally valid Last Will and Testament ensures your wishes are honored, your loved ones are protected, and your assets are distributed according to your plan. If you don’t have a will in place or haven’t reviewed it in years, now is the time to act.
A well-crafted will is an essential part of any comprehensive estate plan, helping you avoid unnecessary legal complications and giving your family clarity during difficult times.
You are married or live with your significant other
You have minor children
You care for children that are not biologically yours
You are divorced
You have family members with special needs
You want to name a guardian for your children
You acquire property
You own a business or shares
You hold assets in another country
You want the protection of a trust to take care of funds of certain individuals
Ready to take
the Next Step?
Connect with a trusted LPi advisor today.
Theunry Van Staden
Financial Advisor
Choosing a financial advisor is a significant decision, and we are here to make that choice easier for you. With a personalised approach that truly understands your goals, we craft strategies tailored to your unique financial situation. Our commitment goes beyond numbers we’re dedicated to ensuring your family’s financial security and helping you achieve your dreams. Every decision is made with your best interests at heart, offering clear guidance and unwavering support. Building a legacy of wealth and security for generations to come is our focus!
Contact me
Phone: 27833667662
Email: [email protected]
Whatsapp: Click here
Book a meeting: Click here
Our Financial Services
Estate planning
Expert Will drafting
Trust advisory
Executor services
Estate calculations and solutions
Investment services and Discretionary investments
Retirement annuity fund
Pension & provident preservation funds
Life annuity plans
Living annuity plans
Endowment plans
Flexible investment plans
Tax-free savings accounts
Unit trusts
Offshore investments
Risk and short-term insurance
Risk cover:
Life cover, disability & impairment cover (Lump sum)
Critical illness cover
Income protection (Temporary & permanent)
Funeral cover
Education benefits
Business insurance
Short-term insurance:
Personal lines
Commercial lines
Medical aid and Gap Cover
Comprehensive medical aid
Hospital plans
Medical insurance
GAP cover
Corporate benefits
Pension, provident, and RA schemes
Group risk schemes
Corporate medical aid and medical insurance
Corporate insurance reviews
Home loans
Bond origination
Bond cover
Back-up power solutions
Currency exchange solution
Forex advisory services
If the advisor associated with this website is not licensed or accredited to sell a specific financial product, that product will be distributed by an accredited referral partner.
Draft your will today
to find peace of mind for your future!
Life is unpredictable, but your legacy doesn’t have to be. Creating a legally valid Last Will and Testament ensures your wishes are honored, your loved ones are protected, and your assets are distributed according to your plan. If you don’t have a will in place or haven’t reviewed it in years, now is the time to act. A well-crafted will is an essential part of any comprehensive estate plan, helping you avoid unnecessary legal complications and giving your family clarity during difficult times.
You are married or live with your significant other
You have minor children
You care for children that are not biologically yours
You are divorced
You have family members with special needs
You want to name a guardian for your children
You acquire property
You own a business or shares
You hold assets in another country
You want the protection of a trust to take care of funds of certain individuals
Ready to take the next step?
Connect with a trusted LPi Advisor today.
Theunry Van Staden
Financial Advisor
Choosing a financial advisor is a significant decision, and we are here to make that choice easier for you. With a personalised approach that truly understands your goals, we craft strategies tailored to your unique financial situation. Our commitment goes beyond numbers we’re dedicated to ensuring your family’s financial security and helping you achieve your dreams. Every decision is made with your best interests at heart, offering clear guidance and unwavering support. Building a legacy of wealth and security for generations to come is our focus!
Get in touch with me
Phone: 27833667662
Email: [email protected]
Whatsapp: Click here
Make an appointment: Book now
COMPANY
POLICY DOCUMENTS
The Legacy Planning Institute (Pty) Ltd (LPi) is an authorised financial services provider. FSP 51872
Copyright 2025 LPi. All rights reserved.
COMPANY
POLICY DOCUMENTS
The Legacy Planning Institute (Pty) Ltd (LPi) is an authorised financial services provider. FSP 51872
The Legacy Planning Institute (Pty) Ltd (LPi) is an authorised financial services provider. FSP 51872
Copyright 2025 LPi.
All rights reserved.