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.
To maintain our high standard of service in managing the portfolio of our ongoing clients, we have closed our books to new clients.