About Me

At Legacy Private Wealth the focus is clearly on Wealth creation and Wealth protection strategies.A Boutique financial planning practice servicing Perth and the South West with over 20 year`s experience in the industry, we make it possible for retirees, business owners and families to access easy to understand, customer centric and affordable financial advice.Looking after Retirees ,professionals, Mums and dads and small business owners we look to put in place strategies to protect wealth and ensure smooth succession within family run businesses.Some of our specialist areas include•