ABOUT US

Building your dynasty and creating a legacy is a journey. It can be daunting to walk this journey alone, so why settle for anything less than a committed wealth planner whom you trust will guide you to providing for you, and your family in times of celebration, times of hardship and life changing events? Regardless of where you are in your journey – at the beginning, in the middle or approaching your golden years – you can have the support needed to help you leave a legacy.

About us

What we do

Through one of our accomplished planners, you will have the opportunity to choose from a wide range of services and products that help you and your family safely and reliably plan for the future.

About us

Our team

As representatives of Legacy Planning Institute, our experts will be able to help you make informed decisions, to protect and grow your wealth.

David Hannaway

David Hannaway

CEO

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Ben Moller

Ben Moller

COO

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Johanee Adlam

Johanee Adlam

National Office Manager

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Teresha Naidoo

Teresha Naidoo

HR & Operations

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Grenville Speckman

Grenville Speckman

Booking Agent

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Sulaiman Jackson

Sulaiman Jackson

Managing PartnerJohannesburg

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Shyam Dayaram

Shyam Dayaram

Managing PartnerJohannesburg

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Pierre Viviers

Pierre Viviers

Business Unit ManagerPretoria

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Charn Jordaan

Charn Jordaan

Business Unit ManagerJohannesburg

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Almeric Van Schalkwyk

Almeric Van Schalkwyk

Business Unit ManagerJohannesburg

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Ronnie Ndlovu

Ronnie Ndlovu

Senior Wealth PlannerJohannesburg

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Charlotte Crafford

Charlotte Crafford

Senior Wealth PlannerPretoria

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Grant Williams

Grant Williams

Senior Wealth PlannerPretoria

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Alindi Gilson

Alindi Gilson

Wealth PlannerPretoria

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Antoinette Parkin

Antoinette Parkin

Senior Wealth PlannerJohannesburg

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Bernard Lekoma

Bernard Lekoma

Wealth PlannerJohannesburg

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Chanelle Dippenaar

Chanelle Dippenaar

Wealth PlannerPretoria

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Damian Govindasamy

Damian Govindasamy

Wealth PlannerJohannesburg

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Dante Van Niekerk

Dante Van Niekerk

Wealth PlannerPretoria

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Marlene Koekemoer

Marlene Koekemoer

Wealth PlannerJohannesburg

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Tamerin Rutherford

Tamerin Rutherford

Senior Wealth PlannerJohannesburg

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Lukas Gerhardus Dreyer

Lukas Gerhardus Dreyer

Senior Wealth PlannerJohannesburg

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Brenton Naidoo

Brenton Naidoo

Business Unit ManagerKZN

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Nivek Gurudial

Nivek Gurudial

Wealth PlannerKZN

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Luyolo Kohliwe

Luyolo Kohliwe

Wealth PlannerKZN

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Terence Bunseelal

Terence Bunseelal

Wealth PlannerKZN

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Naveshan Basdew

Naveshan Basdew

Wealth PlannerKZN

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Clair Preston

Clair Preston

Wealth PlannerJohannesburg

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Henriette Snyman

Henriette Snyman

Wealth PlannerJohannesburg

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Kirsten Economides

Kirsten Economides

Wealth plannerJohannesburg

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Jaco Fourie

Jaco Fourie

Senior Wealth PlannerJohannesburg

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Craig Fairbairn

Craig Fairbairn

Senior Wealth PlannerWestern Cape

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Liam Adams

Liam Adams

Senior Wealth PlannerWestern Cape

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Juan Genade

Juan Genade

Senior Wealth PlannerWestern Cape

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Terri Booysen

Terri Booysen

Wealth PlannerWestern Cape

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Ziyaad Kemp

Ziyaad Kemp

Wealth PlannerWestern Cape

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Sureshen Naidoo

Sureshen Naidoo

Wealth PlannerWestern Cape

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Chandre Boshoff

Chandre Boshoff

Business Unit ManagerWestern Cape

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Christiaan Visagie

Christiaan Visagie

Wealth plannerWestern Cape

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Rudiger Muller

Rudiger Muller

Wealth plannerWestern Cape

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Yashay Mulraj

Yashay Mulraj

Wealth plannerWestern Cape

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Kelvin Swanepoel

Kelvin Swanepoel

Wealth PlannerWestern Cape

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Luke Bassett-Smith

Luke Bassett-Smith

Wealth PlannerWestern Cape

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Raasheed Abrahams

Raasheed Abrahams

Wealth PlannerWestern Cape

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Brett Logarsperan

Brett Logarsperan

Wealth PlannerWestern Cape

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Chris Wilkinson

Chris Wilkinson

Senior Wealth PlannerJohannesburg

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Shaven Maibchund

Shaven Maibchund

Business Unit ManagerJohannesburg

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Victoria Hardie

Victoria Hardie

Senior Wealth plannerJohannesburg

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Brandon Hill

Brandon Hill

Senior Wealth PlannerJohannesburg

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Quinton Pretorius

Quinton Pretorius

ParaplannerJohannesburg

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Wayne Lee

Wayne Lee

Wealth PlannerJohannesburg

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Chantal Pillay

Chantal Pillay

Senior Wealth PlannerJohannesburg

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Chris Palmer

Chris Palmer

Senior Wealth PlannerJohannesburg

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Robert Swanepoel

Robert Swanepoel

Senior Wealth PlannerJohannesburg

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Mokgadi Khuzwayo

Mokgadi Khuzwayo

Wealth PlannerJohannesburg

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Brett Carwardine

Brett Carwardine

Senior Wealth PlannerJohannesburg

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Shalendra Mangray

Shalendra Mangray

Wealth PlannerJohannesburg

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Sybrand de Klerk

Sybrand de Klerk

Wealth PlannerJohannesburg

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Byron Anley

Byron Anley

Wealth PlannerJohannesburg

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Scott Spicer

Scott Spicer

Wealth PlannerJohannesburg

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Craig Piek

Craig Piek

Wealth PlannerJohannesburg

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Dean Gibson

Dean Gibson

Wealth PlannerJohannesburg

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Zoe O’Reilly

Zoe O’Reilly

Wealth PlannerJohannesburg

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Blog

What is a good financial plan?

Over the last decade, I have had the privilege of working alongside insightful individuals. I have been fortunate enough to gain a wealth of knowledge in such a short time and have been mentored and guided by learned and experienced individuals, not only in their business but in life too. The recipe always boils down to one consistent principal “what if?”