Your Financial Future, Secured.
Great advice with
the best people.
Financial planning is probably one of the most important things you will do in your life - yet it’s typically something that most people dread. The truth is, it really doesn’t have to be complicated. At LPi, we make all client conversations easy to understand and declutter the conversation. We do this by focusing on three key things: your goals and dreams for your life, your risks and fears, and your plan and your desired legacy. We believe that a will is fundamental to financial planning, and this is something that’s simple enough to do yet often overlooked. Our advisors are people-centric, and a successful day for them means happy, well-serviced clients, who are one step closer to reaching a goal worth celebrating.
Our Offering.
What can we do for you?
In the tapestry of life, the threads of longevity are woven with a delicate balance. At LPi, we understand the concerns that may arise as you contemplate the prospect of living a long and fulfilling life. Our experts are here to guide you through the intricacies of longevity planning, ensuring that each chapter of your life is met with financial security and peace of mind.
Will and
Estate Plans
Personal Financial Plannning
Health, Gap and Wellness Programs
Car, Home, Valuable Asset Insurance
Business Insurance Solutions
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The Legacy Planning Institute is an authorised financial services provider