Affinity Legacy Planning

Affinity Legacy Planning is a trusted financial advisory firm dedicated to wealth management and succession planning tailored for high-net-worth individuals and family businesses. With over 25 years of experience, their comprehensive services include estate planning, tax advisory, and business succession strategies, ensuring clients can secure their financial futures effectively.

The firm prides itself on a client-focused approach, building long-term relationships while delivering personalised solutions. Their proven methodology involves understanding individual client needs and creating tailored strategies that align with their financial goals and values.

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