Barnett & Lilley & Associates

BARNETT LILLEY & ASSOCIATES PTY LTD

Barnett Lilley & Associates Pty Ltd (BL&A) is a financial consulting firm, specialising in financial planning for Public Sector   employees, in particular those making the transition from the Public Sector into retirement.

The core services that we provide include:

  • Superannuation fund and benefit analysis (specialising in Government schemes);
  • Remuneration strategies;
  • Taxation strategies; and
  • Investment strategies.

Rather than provide a full financial planning service we aim to tailor our services to our areas of specialisation, and peripheral issues are instead referred to other specialists.  We consider peripheral services to include accounting, legal and estate matters, insurance and stockbroking.

We appreciate that there is a considerable wait for new appointments, and whilst we do not see this as ideal, we do feel it is necessary to maintain a high standard of service for our existing clients.  If your matter is urgent and we cannot assist you, we are happy to refer you to another organisation that may.

 

Please click on Newsletter/Documents to view BL&A 2009 Budget Update

Please click on Newsletter/Documents to view April 2009 BL&A Newsletter

 


Barnett Lilley & Associates Pty Ltd
ABN: 90 074 689 599 AFSL: 237915
Phone: 02 6225 8200 Fax: 02 6225 8222
Email: clients@blapl.com.au

Last updated on 13 May 2009

 

© Copyright 2009 Barnett Lilley & Associates Pty Ltd | Privacy Policy | Disclaimer