Lilli Pilli Private Wealth
Who Are We
Lilli Pilli Private Wealth bases its investment recommendations on quality, researched products and provides recommendations for appropriate and affordable insurance and businesses with a desire to create long term wealth utilising a number of strategies and techniques to help achieve this objective.
Why Choose Us?
The Perfect Partnership
01. More than just a planner
Being your perfect planning partner is paramount to us, but we also look at our clients as friends. At Lilli Pilli Private Wealth we treat and manage your affairs with integrity, honesty, fairness and objectivity.
02. Tailored to your needs
In order to work as your planning partner, we need to understand your individual investment objectives and financial situation before we recommend any investment plan to you.
03. A great financial plan promotes a secure future
Your financial plan is like a map that pinpoints where you are now, takes into account your current situation and gives you a strategy that will navigate you towards achieving your goals. The plan is also designed in a way that can help you prepare for the unexpected. That’s why a good plan takes time to develop and is reviewed as your situation changes.
What our clients say…
“I can’t thank the team enough for their support and patience through our investment build and the set-up of our self-managed super fund. Right from the first meeting we felt we were in great hands. We were kept informed at every stage and no question was considered stupid. The team… is both knowledgeable and professional. The on-going support is invaluable and gives a great sense of security as making future financial decisions can be quite daunting. I would be happy to recommend them to anyone.”
Margarette & Steve , Sydney