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About Legacy Link Advisory

Our Founder

Dawid Brits is an admitted attorney (non-practising) of the High Court of South Africa and a financial advisor with Old Mutual Personal Financial Advice in Kimberley, Northern Cape.


He began his professional career in the legal field, where he gained valuable experience assisting families with the administration of deceased estates and providing a range of fiduciary services. Through this work, he developed a deep understanding of the emotional and administrative complexities that arise during times of loss.


Recognising that many of these challenges could be prevented through proper planning, Dawid expanded his practice into the financial planning space — allowing him to serve clients proactively and structure their affairs with clarity and intention.

Legacy Link Advisory

Legacy Link Advisory was founded with a clear vision: to bridge the gap between legal reality and financial planning.


While many advisors focus primarily on planning, the majority of Legacy Link Advisory’s work lies where it matters most — in the administration of deceased estates and ongoing trust support. This practical, hands-on experience provides real insight into what works, what fails, and what causes unnecessary delays, costs, and frustration for families.


This is what sets Legacy Link Advisory apart.


Planning is not approached as a theoretical exercise, but as something that must stand the test of real-world execution.


What this means for you:


  • Your plan is built with the end in mind — how it will actually unfold in an estate.


  • You avoid common structural mistakes that delay estate administration.


  • Your trusts are not only compliant, but functional and properly managed.


  • You benefit from advice shaped by real cases, not assumptions. 


  • You gain a practical, experienced guide through both planning and administration.


By integrating estate administration experience with financial planning, Dawid provides clients with a unified, strategic approach — where every decision is informed by how things work in practice, not just on paper.

Our Mission

 Operating at the intersection of law and financial planning, we have a unique and practical perspective. We assist individuals, families, and professionals with both estate planning and broader financial strategies, ensuring that their plans are not only compliant but also effective and aligned with their goals.


We work with clients across all income levels — from those building their financial foundation to high-income earners requiring more advanced planning. 


Our focus remains consistent, and we aim to provide clear, practical solutions that protect what matters most and create a secure future.


Our approach is built on:


  • Clarity over complexity; 
  • Practical solutions over theory; 
  • Real-world experience over abstract advice. 


Dawid’s ultimate goal is to help clients move from uncertainty to confidence — ensuring their affairs are structured, their loved ones are protected, and their legacy is secure.


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