When you hear the word “legacy,” what comes to mind? A will? A trust? A set of numbers on a spreadsheet?

That’s only part of it.

At Succession Financial Planning, we believe that true legacy is made of more than rands and cents. It’s the values, habits, and beliefs you pass down to your family, often without even realising it.

It’s how your kids learn to treat money, how they define “enough,” and how they make decisions when life gets messy.

That’s why we encourage families to start talking now, not just once the estate plan is finalised.

Discuss how you make financial choices, what you prioritise, and how you bounce back after setbacks. Share stories from your own past – what you regret, what you’re proud of, what you’re still learning. Talk about the future: education, travel, retirement, giving back.

And yes, talk about who relies on you now. Ageing parents. Young children. Even adult kids who might still be figuring things out.

At SFP, we help families map out more than just a financial plan. We help you build clarity and consensus through conversations around what really matters.

Want help framing your legacy in more than just numbers? Let’s chat.