The Legacy Flex

The Legacy Financial Literacy Experience (or The Legacy Flex for short), is designed to get people started in the generational wealth race and to run your best leg before passing on the baton.

Through our courses we aim to inspire, and encourage, people to take the first steps on their individual journeys to building Generational Wealth by providing easy to understand practical steps, and plain language practical steps to help you along your journey

Why Choose Us

The Legacy Flex aims to change and elevate our mindsets by providing knowledge, tools and resources to reverse unhealthy financial habits. We should all be aiming to leave behind great financial legacies so that our loved ones can continue to build on solid foundations.

Mindset Matters
This course is designed to introduce basic concepts of investing, and to help develop the long term mindset of a new investor. It is also a practical guide on how to get started on your stocks and shares investing journey.

Coming soon …
Setting The Pace
This course builds on the basic investing concepts introduced in our ‘Mindset Matters’ course. It covers different investing styles and strategies, broker selection and explores different approaches to building a balanced stocks and shares portfolio.

Coming soon …
Passing The Baton
This course continues from the introduction of portfolio structure concepts taught in our ‘Setting The Pace’ course. It explores different approaches to choosing individual stocks for your portfolio, including an introduction to fundamental and technical analysis.

Coming soon …

Introduction

Society is full of individuals who have unhealthy relationships with money. Much of this is a result of the failure of traditional education systems to produce a financially literate society. Consequently, many of us are not equipped with the tools and mindset to create wealth and are unable to leave behind a meaningful financial legacy for our loved ones. A common money related goal is to “get rich” and rarely is there a thought given to creating wealth and becoming financially free.

We live in a time where there are more ways than ever before to make money; unfortunately, there are just as many ways, if not more, to spend hard earned money. Many of us are caught up in the consumer mindset which effectively wastes money through spending on meaningless “displays of wealth” and results in zero progress being made in the generational wealth race. This often leaves our loved ones with debt and money worries that we pass on, instead of wealth.

The Legacy Flex

Why Choose Us

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Introduction