Become a Client
Nurturing a legacy of trust with you, wherever you are
We understand the value of your time, so let us manage the details while you focus on what truly matters.
Legacy Capital strives to ensure that becoming a partner is a seamless and stress-free experience. Our step-by-step onboarding process is straightforward and hands-on, providing you with confidence and peace of mind that your financial future is in the right hands.
1. The First Steps
Once you’ve chosen Legacy Capital, we dedicate time to understanding your distinct financial needs and aspirations. Our team guides you through the account opening and advisory process, introducing the range of services available to you. Leveraging our relationship-driven approach, our expert learns about your goals, obligations, and priorities, enabling us to craft solutions perfectly aligned with your objectives. The more we understand, the better we can deliver strategies tailored to your success.
2. Tailored Solutions
Your relationship manager or investment expert will collaborate with our team, sharing insights about your goals and financial situation to craft a portfolio recommendation tailored to your needs. Together, you’ll review this recommendation, explore our personalised solutions, and discover how our evolving services can support your success - whether it’s achieving business objectives, growing your wealth, or building a lasting legacy.
3. Ongoing Support
In a constantly evolving world, adapting and refining your strategy is essential. We ensure you stay informed about relevant developments while supporting your strategic planning and administrative processes. Once your portfolio recommendation is approved and your accounts are set up and funded, we implement your tailored strategy and action plan. Your relationship manager or investment expert will provide ongoing updates on industry insights, market developments, and any factors that may impact your portfolio or business objectives. As a valued partner, you will also gain access to a comprehensive range of resources and expertise to support your financial journey.