Legacy Map Wealth Coaching

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The Wealth Planner will initially evaluate the existing profile and is then responsible for the identification of the client’s ideal Treoc structure.

Provide assistance with the set-up of the ideal structure.

Determine future steps and needs and continuously drive these steps and address the needs to ensure the client’s action.

Assist the client with the application of trusts, the activation process, continued support in understanding the flow of funds.

The WP will assist with the basic implementation of the Property Investing Road Map and continuously liaise with Risk Management to contain risk exposure.

They will ensure the client have a detailed plan of action and drive this.

Constantly investigate and add Value

Added Products (VAP’s) to enhance the client’s portfolio.
Liaise with FWP to ensure that the financial structure is in place.

Assist with the Financial Planning, risk management and assistance with the financial processes in the portfolio.

Assist with advice and reference to the correct Service Providers on Usufruct, ALA, Will and more