Terms & Conditions

At Legacy Wealth Builder Group, we are committed to providing quality financial services to our clients. Our Directors and Senior Management are committed to advocating for and delivering fair services to you.

The following are the fair dealing outcomes that Legacy Wealth Builder is committed to providing:

• Upkeeping a fair dealing culture.
• Carry out due diligence when selecting investment products and services for our clients.
• Recruiting and developing competent financial consultants who prioritise excellence.
• Offering clear and timely information that will allow our clients to make informed financial decisions.
• Clear process for escalation of complaints.