Financial planning services in Sydney
Hill Private Wealth is a boutique advice firm at Level 11, 10 Carrington Street, Sydney. Below is what we help with. The deeper pages on SMSF, retirement and private wealth are the right place if you are comparing firms on those topics.
Carrington Street, Sydney. Limited client numbers. 02 9963 7239 · yourteam@hillprivatewealth.com.au
SMSF advice
Self-managed super can add control. It also adds cost, compliance and trustee workload. We help you test whether an SMSF still earns its place, and how strategy inside the fund should look if it does.
Retirement planning
Retirement is a sequence of decisions: timing, spending, income sources and risk. We put the trade-offs on one page so you can choose deliberately.
Private wealth management
When entities, super, investments and family goals interact, you need integrated planning and clear portfolio logic, not separate conversations that never meet.
Superannuation advice
Contribution strategy, fund choice, insurance inside super, and how super sits beside non-super assets. Rules change; we work from current settings and your accountant’s tax view where needed.
Also covered across our retirement and SMSF pages.
Investment planning and portfolio oversight
Portfolios should match a purpose and a risk you can live with. We focus on structure, costs, tax awareness and discipline through market cycles. We do not market past performance as a promise.
Tax-aware planning
We coordinate with your tax adviser. Structuring and timing can matter; personal tax outcomes depend on your full position. We do not replace your accountant.
Insurance and risk planning
Cover should follow need. We work through a needs analysis and structure, and we do not accept insurance commissions.
Estate coordination
Wills, binding nominations and entity control need to align. We work alongside your solicitor. We do not draft legal documents.
Cash flow and debt decisions
Surplus, buffers, offset vs extra repayments, and what the next dollar should do. Usual preferences, with the factors that change them.
Family trusts and structures
Trusts are tools, not trophies. Suitability depends on control, tax, asset protection goals and cost. Reviewed with your accountant and lawyer.
How we work
Fit conversation, foundational work, then ongoing care if we both want it.
Book a discovery call
Not sure where to start? Begin with a discovery call. Bring the decision that is actually keeping you busy.
