Disclosure

We are committed to providing our clients with comprehensive and seamless services. To achieve this, we have established a business relationship with Legacist Fin Pty Ltd, a company with which we share common ownership/management.

This relationship allows us to leverage the combined expertise and resources of both organisations, ensuring that we can offer a more holistic and integrated experience to our clients. By collaborating closely with Legacist Fin Pty Ltd, we can streamline processes, enhance communication, and deliver more effective solutions tailored to meet our clients’ needs.

We want to assure our clients that this relationship is governed by strict ethical standards and transparency. Our primary goal remains to serve our clients’ best interests, and we are committed to maintaining the highest level of integrity in all our business dealings.  We may receive a fee from or participate in profit share arrangements with these entities.

If you have any questions or require further information about this relationship, please do not hesitate to contact us.