Services
For Individuals
We provide tailored financial planning solutions that help individuals prepare for retirement while securing their future through wills and trusts. Our wealth management and investment strategies are designed to grow and preserve assets, with opportunities across both local and international markets. In addition, we integrate comprehensive insurance solutions — including life, funeral, and education planning — into a client’s broader financial plan. For those managing personal obligations, we also guide debt restructuring, disciplined savings, and wealth protection strategies.
Schedule a private one-on-one consultation
For Businesses
Legacy Ladder partners with companies to design employee benefit packages and corporate insurance solutions that attract and retain top talent. We offer investment advisory services with access to both local and global markets, including exposure to the Johannesburg Stock Exchange (JSE). To protect business continuity, we provide risk management and compliance consulting, ensuring businesses remain financially resilient. Furthermore, we deliver financial literacy workshops that empower staff with practical knowledge to improve their financial well-being.
Schedule My Consultation
For Institutions & Schools
For schools and institutions, we develop innovative fee financing and predictability dashboards to improve financial stability and reduce the burden of late or irregular payments. Our employee coverage programs offer protection and benefits to staff, while our parent-focused financial wellness programs equip families with tools to plan tuition payments and secure their children’s education future.
Request a Free Pilot Program