Legacy Financial Planning is a privately owned mortgage broking and financial planning practice based in Richmond. We work with families, professionals and business owners across Melbourne’s inner suburbs.
Adam brings more than 20 years in financial services to every client situation. The practice offers both sides of the property-and-wealth equation under one roof: personal financial advice under our own AFSL, and mortgage broking through the Connective lender panel, which gives access to 70+ lenders from the major banks to mutuals and specialist providers.
The two sides of the practice work side by side.
Mortgage broking handles the property-related moments: the first home, the upgrade, the investment property, the refinance that frees up cashflow. Financial planning covers everything else: super, retirement, insurance and longer-term wealth strategy.
Together they cover the whole financial picture — from the first home to retirement.
Outside the office, Adam’s happiest somewhere outdoors — camping, fishing, snowboarding, and exploring Australian country towns with his Welsh wife.
The same instinct shows up in the way the practice works: get the big-picture plan right, then go and enjoy what you’ve built.
A first conversation is unhurried. The right loan starts with understanding what you’re actually trying to do — not just filling in a form.
We don’t work for a bank. As mortgage brokers, we’re legally required to act in your best interests — and we take that obligation seriously.
Mortgages are full of jargon. We translate it. If something isn’t a good idea for you, we’ll tell you — even if it costs us the deal.
Settlement isn’t the end. We review loans periodically because the right structure changes as your life does.
The work we’re proudest of isn’t the deal that closes fastest. It’s the client who is still our client a decade later.— The Legacy team
