Lesson 2
It's not about having lots of money,
it's about knowing how to manage it.
WHAT WE DO
Specialisation has always been the cornerstone of Barnett Lilley and Associates. Over the past 18 years we have resisted the temptation to grow in an attempt to be ‘all things to all people’.
Rather, we have concentrated on the specific areas of investment and superannuation where our experience is unparalleled.
We focus primarily on former public servants or those planning to retire, as well as military personnel, all of whom are entitled to one of the government defined benefit superannuation schemes and who require expert advice around maximising their benefits and managing their investments.
Typically, they are well versed in their own schemes and entitlements, however once they claim their benefit, they require ongoing investment advice and cash flow management to supplement their pensions.
Superannuation
Including personal and
defined benefits funds
Highly specialised advice
Maximise contributions
Maximise tax efficiencies
Manage investment strategy
Manage retirement income streams
Stay abreast of legislative change
Investments
All investment asset classes including cash, shares, listed property and more
Comprehensive advice
Specialist investment managers
Review investment performance
Analyse the asset allocation
Manage the paperwork
Maximise tax efficiencies
Rebalance portfolios with
the Harvest Program