Lili Hong

Dorset Wealth Management

Gold

3 Yrs Experience

Brisbane City, QLD 4000

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Lili Hong is a highly experienced Financial Adviser who holds the Certified Financial Planner® designation. Her ongoing commitment to her profession was recognised in her winning the 2022 FPA Financial Planner AFP® of the Year award. With a passion for building lasting relationships, Lili acts as a trusted adviser, supporting clients in achieving their personal and financial goals throughout their lives. Lili is a member of the Financial Advice Association Australia (FAAA) and an SMSF Association SMSF Specialist Advisor (SSA®). Additionally, she holds the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designations. By staying connected with the latest industry trends and best practices, Lili remains at the forefront of financial planning. Her dedication to ongoing education ensures that she can provide the highest level of service to her valued clients.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

I offer an obligation- and cost-free initial consultation for potential new clients. This session allows us to discuss your goals, explore whether I am the right financial adviser for your needs, and assess our compatibility. My aim is to ensure that we can work together effectively to achieve your objectives.

5.00 December 2024

Working with Lili has been a really positive experience. She is incredibly knowledgeable and always takes the time to explain things in a way that makes sense to me, which I really appreciate. I feel like I can trust her advice completely, and it’s clear she genuinely cares about helping me achieve my goals.

5.00 June 2024

Lili always demonstrated a high level of financial knowledge and was always able to communicate complex strategies to best suit our individual needs.

5.00 June 2024

We have always found Lili to be a good communicator who provides accurate and timely advice on the issues that are important to us. Her understanding of the changing rules around superannuation and pensions is very strong.

5.00 June 2024

Lili responds to our questions with well structured stepped advice when we are required to act. She has been prompt and has given gold advice.

5.00 June 2024

I have found Lili to be an outstanding financial adviser. She has always been extremely knowledgeable, efficient and concise in her handling of our affairs. However, at the same time she has also shown compassion and has always been non-judgemental. In my opinion, it is her ability to combine these characteristics that makes her exceptional.