About us
Expert Financial Advice for The Life you want to Live
Your Legacy Group is where your financial journey starts — the page where we share practical advice and solutions around investing and retirement. Behind the scenes, all planning and products are handled through EQ-FIN, a trusted Liberty Life franchise. In short, you get a personal, easy-to-understand approach, backed by the strength and security of Liberty Life.
Get a Free Consultation Today
Reach out now for a personalised plan and explore tailored financial solutions designed around your specific goals.
About us
Expert Financial Advice for The Life you want to Live
Your Legacy Group is where your financial journey starts — the page where we share practical advice and solutions around investing and retirement. Behind the scenes, all planning and products are handled through EQ-FIN, a trusted Liberty Life franchise. In short, you get a personal, easy-to-understand approach, backed by the strength and security of Liberty Life.
Get a Free Consultation Today
Reach out now for a personalised plan and explore tailored financial solutions designed around your specific goals.
Why Choose Us
We unlock Your financial Potential
In an ever-increasingly complex world of investing and financial planning, it is important to work with and trust a financial adviser who you know is qualified, knowledgeable, trustworthy and represents a respected company.
We take a holistic approach to life’s challenges, making it easy for you to build a complete picture and a workable plan.
Together, we co-create a roadmap that integrates your assets, as part of a financial plan for your future.
It is through the sharing of your dreams, aspirations and thoughts with a trusted financial adviser that together you co-create a rewarding, personalised and fulfilling experience.
What We Do
Financial Guidance For Every Stage of Life
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future. From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Investment Planning
Strategic wealth-building approaches to reach your long-term goals.
Tax Optimisation
Reduce liabilities and increase savings with customised tax strategies.
Estate Planning
Protect your legacy with clear, legally sound wills and succession planning.
Retirement Planning
Secure your future with personalised retirement strategies and income planning.
Corporate Fund Planning
Structure and optimise corporate funds to support growth, stability, and long-term goals.
Risk Assessment
Protect your finances with smart insurance and contingency planning.
How we Work
Your roadmap to long-term financial success
We adhere to the 6-step financial planning process endorsed by FPSB and affiliated with FPI. Covering investment, retirement, and estate planning, this comprehensive approach charts your path to success.
step 1
Establishing and defining the professional relationship
Step 2
Gathering information (Including your goals, timeframe and attitude to risk)
Step 3
Analysing and evaluating your financial status
Step 4
Developing and presenting the financing recommendations
step 5
Implementing the financial planning recommendations
Step 6
Monitoring the financial planning recommendations
Our Leadership
Experienced guidance you can Trust
Juan Volschenk is the Principal Executive Financial Planner at EQ-FIN, a franchise of Liberty Life, specialising in comprehensive financial planning, wealth management, and estate planning.
He holds a BCom Degree in Finance and is recognised as a Top 35 Financial Planner at Liberty Life, having achieved Platinum Achiever Status for outstanding performance & services.
With a strong academic foundation and broad professional certifications, Juan is deeply committed to helping clients make informed and confident financial decisions. He is known for his ability to clearly explain complex investment strategies, risks, and tax considerations, always placing his clients’ long-term financial security and legacy planning at the centre of every recommendation.
Take the next step with confidence
Financial planning works best when it starts with a clear conversation. Speak to a trusted adviser, gain clarity on your options, and take the first step toward a more secure and well-structured financial future.
Take the next step with confidence
Financial planning works best when it starts with a clear conversation. Speak to a trusted adviser, gain clarity on your options, and take the first step toward a more secure and well-structured financial future.
Driven by expertise and personalised service, we’re here to guide you towards financial success every step of the way.
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