Join our Financial Legacy Membership Group!

We have taken monthly subscription boxes to the next level by providing you with a  Financial toolkit curated with the hacks, gems, and insights to increase your wealth. Our Financial legacy box is tailor made and includes the following topics:

Your membership also affords you access to a specific segment of our Financial Blog with Loads of Information directly from Financial Advisors!

Legacy Boxes COMING SOON!

How the service works

Every Month our Financial Advisor curates a box full of exclusive financial planning advice, credit hacks, investment options, and accompanying tools to assist you on your financial legacy journey!

Sign up using our Contact Form so that we can accurately determine what your financial goals are.

We send you a form with specific information that we use to access your financial rating score .We will then craft a specialized wealth management plan designed to guide you along your financial journey to achieving generational wealth.

We will offer you recommendations on how to improve your rating.

An additional bouns for cutomers with a good rating is a credit solution from banks online.

We’ll help you make smarter choices

We’ve got the data that matters. We use it to benefit you best by finding
credit cards and other loans vehicles that you’re more likely to get. By giving you the tools you need, you will be able leverage debt to create significant wealth for you and your family for generations to come!

Guaranteed Rate
Worksheets, Credit and Investment Strategies,
Budgeting
Credit Vehicles

Eligibility

See how likely you are to be accepted for certain offers, before applying

Pre-approval

Our green tick gives you the green-light to apply with confidence

Guaranteed rates

The rates that we recommend are predicated on what are the most suitable rates to accept based on your financial positioning and future goals. The rate ranges that  you see, are the rates that will facilitate the most optimal results.

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Get all the tools you need to become financially fit!