Empower Your Financial Future with our Business Solutions
Simplified services in employee benefits, insurance, investments, forex, and home loans - all in one place.
Focus on what matters most
our solutions are built around you
Your financial priorities always come first. Whether you're protecting your business, building personal wealth, arranging reliable short-term insurance, or securing a bond that suits your needs, we focus on what truly matters to you: your goals, growth, and financial peace of mind.
Our team of specialists provides tailored, expert advice that simplifies decision-making, reduces risk, and supports long-term financial confidence. Explore our dedicated solutions and see how we partner with you to build lasting financial stability and success.
LPi specialised partner solutions
with client-first philosophy
Corporate
Your business deserves corporate employee benefits that truly deliver. Gain clarity through expert scheme reviews. Get support with fund consulting, governance, and training. Enjoy seamless admin assistance. All solutions are tailored to your needs and remain fiercely independent.
Short Term
When you need short-term insurance tailored to your needs, our access to over 40 insurers and underwriting managers gives you unmatched choice. Our experienced partners deliver a fast, efficient process that ensures peace of mind for your business or personal coverage.
Investments
Whether you're building wealth or managing assets, our team of CERTIFIED FINANCIAL PLANNERS® and investment specialists are here for you. With five top-tier investment funds and a commitment to low fees and high professionalism, we help you invest with precision and purpose.
Currency Exchange
Trading internationally or managing currency risk? Access better exchange rates with ease. Ideal for importers, exporters, investors, and non-residents. Solutions are tailored to your needs. Expect reliable service, reduced costs, and expanded potential designed to help you thrive in today’s fast-moving global financial environment.
Home Loans
Secure your new home or switch your bond with ease. Enjoy competitive rates and a smooth process from start to finish. Use a smart tool that helps consolidate debt, reducing monthly payments, saving money, and giving you greater control over your financial future with lasting confidence.
LPi Solutions
powered by:
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.
Empower
your financial
future with our
business solutions
Simplified services in employee benefits, insurance, investments, forex, and home loans - all in one place.
Focus on what
matters most
our solutions are
built around you
Your financial priorities always come first. Whether you're protecting your business, building personal wealth, arranging reliable short-term insurance, or securing a bond that suits your needs, we focus on what truly matters to you: your goals, growth, and financial peace of mind.
Our team of specialists provides tailored, expert advice that simplifies decision-making, reduces risk, and supports long-term financial confidence. Explore our dedicated solutions and see how we partner with you to build lasting financial stability and success.
LPi specialised partner solutions
with client-first philosophy
LPi Solutions
powered by
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
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.