Our list of services is as diverse as our experience and caters to our clients’ (your) needs. Our vast experience across all these services ensures that you are always in great hands. We help organise your finances so you can spend time doing things that are more important to you.

At Lilli Pilli Private Wealth we are more than just planners. We pride ourselves on being your financial partner, and to this end make a wide range of service components available to make your financial affairs simple and seamless…

We coordinate financial planning, superannuation advice, retirement planning, investments, taxation strategies, estate planning, cash flow and risk management.
We develop an individually tailored Roadmap for your money – a step by step list of action items to have you feeling positive about your future…