Open for everyone to read

The Members’ Pledge

Every professional on the board reads and formally agrees to each promise below before their profile appears. We publish it here so you know exactly what they have signed up to.

1. 01

   I will be honest about what I do

   I will describe my services, qualifications and fees plainly, and I will never imply I can do something I cannot.

2. 02

   I will never pressure anyone

   I understand people come to The Legacy Lounge at a tender time. I will give people room and time to decide.

3. 03

   I will work without judgement

   Whatever someone's circumstances, beliefs, family shape or finances, I will treat them with the same respect.

4. 04

   I am qualified, insured and regulated where required

   I hold the registrations and insurance my profession requires, and I will keep them current.

5. 05

   I will hold what I am told in confidence

   I will protect people's privacy and handle their information carefully and lawfully.

6. 06

   I will refer on when I am not the right person

   If someone needs help outside my expertise, I will say so and help them find the right door.

7. 07

   I will support the community, not just my business

   I am here to help people have better conversations first, and to grow my practice second.