We are All About
Financial Consciousness.

At Congealed Legacy, we are partners with a love for the Financial Profession, doing what we do best: Building financial consciousness with a passion for people. Our people-focused approach to financial wellbeing embraces growth through consistently engaging all aspects of financial planning while inspiring people to aspire for a more improved financial wellbeing and lifestyle. We believe people as well as companies who put their people’s sense of financial independence as a priority, can best achieve this through continuously engaging all aspects of financial planning by:

  • Improving financial literacy
  • Engaging a professional that can best help implement solutions that address the needs and goals of each individual or business
  • Creating engagement platforms to consistently keep people informed while offering guidance and
  • Helping people take control of their finances

What you need to
know about Us.

At Congealed Legacy, we are partners with a love for the Financial Profession, doing what we do best: Building financial consciousness with passion for people. Our people-focussed approach to financial wellbeing embraces growth through consistently engaging all aspects of financial planning while inspiring people to aspire for a more improved financial wellbeing and lifestyle. We believe people as well as companies who put their people’s sense of financial independence as a priority, can best achieve this through continuously engaging all aspects of financial planning by:

  • Improving financial literacy
  • Engaging a professional that can best help implement solutions that address the needs and goals of each individual or business
  • Creating engagement platforms to consistently keep people informed while offering guidance and
  • Helping people take control of their finances

What you need to
know about Us.

At Congealed Legacy, we are partners with a love for the Financial Profession, doing what we do best: Building financial consciousness with passion for people. Our people-focussed approach to financial wellbeing embraces growth through consistently engaging all aspects of financial planning while inspiring people to aspire for a more improved financial wellbeing and lifestyle. We believe people as well as companies who put their people’s sense of financial independence as a priority, can best achieve this through continuously engaging all aspects of financial planning by:

  • Improving financial literacy
  • Engaging a professional that can best help implement solutions that address the needs and goals of each individual or business
  • Creating engagement platforms to consistently keep people informed while offering guidance and
  • Helping people take control of their finances

Our values

Partnership.


With like-minded people and businesses to better build and improve financial literacy.

Our values

Passion.


Delivering knowledge and aiding advisors to be holistic financial coaches to their clients and doing it with passion.

Our values

Professionalism.


Continuously representing and contributing to our financial services profession and the larger South African economy, with the utmost professionalism, competence, conduct and skill required to best deliver our services.

Our values

People.


Knowledge is power! When people are given knowledge that helps them understand what it means and how to be in control of their finances, what changes and decisions they need to make towards financial independence, they are given power over their finances that can, through guidance, help build and preserve wealth, therefore building family legacies.

Our values

Progress.


For any plant to grow, a seed needs to be planted. For anything to take shape and keep on growing it must be watered. Congealed Legacy is the epitome of how to best build a people who are aware, knowledgeable and in control of their finances. Consistently engaging with one’s finances brings about progress and growth that becomes more rapid and keeps getting even better with time.

Our values

Partnership.
With like-minded people and businesses to better build and improve financial literacy.
Passion.
Delivering knowledge and aiding advisors to be holistic financial coaches to their clients and doing it with passion.
Professionalism.
Continuously representing and contributing to our financial services profession and the larger South African economy, with the utmost professionalism, competence, conduct and skill required to best deliver our services.
People
Knowledge is power! When people are given knowledge that helps them understand what it means and how to be in control of their finances, what changes and decisions they need to make towards financial independence, they are given power over their finances that can, through guidance, help build and preserve wealth, therefore building family legacies.
Progress.
For any plant to grow, a seed needs to be planted. For anything to take shape and keep on growing it must be watered. Congealed Legacy is the epitome of how to best build a people who are aware, knowledgeable and in control of their finances. Consistently engaging with one’s finances brings about progress and growth that becomes more rapid and keeps getting even better with time.

Our values

Partnership.


With like-minded people and businesses to better build and improve financial literacy.

Our values

Passion.


Delivering knowledge and aiding advisors to be holistic financial coaches to their clients and doing it with passion.

Our values

Professionalism.


Continuously representing and contributing to our financial services profession and the larger South African economy, with the utmost professionalism, competence, conduct and skill required to best deliver our services.

Our values

People.


Knowledge is power! When people are given knowledge that helps them understand what it means and how to be in control of their finances, what changes and decisions they need to make towards financial independence, they are given power over their finances that can, through guidance, help build and preserve wealth, therefore building family legacies.

Our values

Progress.


For any plant to grow, a seed needs to be planted. For anything to take shape and keep on growing it must be watered. Congealed Legacy is the epitome of how to best build a people who are aware, knowledgeable and in control of their finances. Consistently engaging with one’s finances brings about progress and growth that becomes more rapid and keeps getting even better with time.