GROW YOUR WEALTH
LILLI PILLI PRIVATE WEALTH
Ready for Today and Tomorrow
In order to ensure our clients are ready for today and tomorrow, we go through a comprehensive approach of understanding clients’ today and put the most effective plan in place to ensure clients’ tomorrow is bright and secure.
Building
Foundations
Getting Started and
Accumulation & Growth
In Your 20’s – 30’s
- How do I build assets?
- How do I budget?
- How can I pay off my credit card or personal debts?
- How do I buy my first home?
- What would I do if I couldn’t work due to accident or illness?
- How do I get my super sorted?
- How do I make more headway with my mortgage?
Retirement
Planning
Consolidation and
Pre-retirement
In Your 40’s – 50’s
- How do I fund my children’s further education?
- How do I start to maximise super contributions?
- Are my investments on track?
- Are my assets appropriately diversified?
- When should I start to consider retirement planning?
- What should I do with my lump sum inheritance?
Enjoying
Retirement
Retirement and
Aged care
In Your 60’s – 70’s
- How do I start to make the most of government entitlements?
- How can I ease into retirement?
- What if my partner goes before me?
- What are my entitlements?
- Will I have enough?
- Do I consider selling the family home?
- How do I protect what I am leaving behind?
Our Partners
OUR SERVICES
We Are Here to Help
We offer a variety of financial planning services, like super consolidation, SMSF, setting up investments portfolios and making sure you and your assets are well protected.
We focus on not only generating assets, but also putting protection structures in place so you are always able to keep what you have built – no matter the financial climate.
What our clients say…
“I would whole heartedly recommend that people in their mid to late 40’s… review their retirement plan and current status with any Super you currently have. It only took us the initial consultation to realise & understand that what we had in place, just wasn’t going to be suffice however, we’re now on track.”
Rodney, Gold Coast