Lilli Pilli Private Wealth is our preferred fully Licensed Financial Planning & Advisory, they provide our clients with quality financial advice which covers every aspect of their financial lives. Wealth generation, growth and protection of wealth are the core principles that they generate financial plans on.
In order to ensure that our clients are ready for today and tomorrow, they 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.
They focus on not only generating assets, but also putting protection structures around so our clients are always able to keep what they have built. Their Financial Advisers always keep up to date with all changes in regulation of the industry, in order to be able to help our clients with all new opportunities that may rise in ever changing financial planning landscape.
Lilli Pilli Private Wealth Pty Ltd (Corporate Authorised Representative No. 1262031) and all our advisers are Authorised Representatives of Sambe Investments Pty Ltd T/A Finchley & Kent, Australian Financial Services Licence No. 478766, ABN 67 078 995 856, and has its registered office at Level 14, 309 Kent Street, Sydney NSW 2000.
Sambe Investments Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products.
Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Lilli Pilli Private Wealth Pty Ltd and Sambe Investments Pty Ltd T/A Finchley & Kent will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.