Lili Hong

Dorset Wealth Management

Gold

5 Yrs Experience

Brisbane City, QLD 4000

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I work with clients at different stages of life, helping them make confident and well informed financial decisions as their circumstances evolve.

Whether building wealth, preparing for retirement or establishing and managing an SMSF, my role is to simplify complexity and provide clarity. Financial decisions can often feel overwhelming, and I take pride in breaking things down in a way that is practical, structured and easy to understand. Above all, I value long term relationships and guiding clients through life’s financial milestones with consistency, care and integrity.

I hold a Master of Financial Planning and a Bachelor of Commerce in Finance and Accounting from The University of Queensland. As a Certified Financial Planner® professional, member of the Financial Advice Association Australia and SMSF Specialist Advisor® (SSA®), I maintain a strong focus on technical depth, governance and strategic retirement advice, ensuring every recommendation is both thoughtful and robust.

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 August 2025

Lili provides thorough, well-informed information to enable me to plan and manage my current and future financial goals. She takes the time to get to know my individual circumstances and provide me with sound, objective information to assist with making my financial decisions. Thankyou Lili!

5.00 July 2025

Working with Lili was a breeze - she made the whole process easy and stress free. Very caring, professional and patient with clueless us.

5.00 June 2025

Lili's knowledge and help has given me a peaceful mind to focus on other priorities. She is supported by a great team at Dorset wealth that makes it all feel so easy. Thank you Lili

5.00 May 2025

As a young couple in our early career stage, we were feeling quite lost when it came to buying our first home, sorting out insurance protection, and making investments without messing up our tax.

Lili was such a huge help. She went above and beyond by taking the time to understand our situation and providing advice in layman’s terms. We are much more confident now in planning our future finances without too much worries.

5.00 April 2025

I have had an excellent experience working with Lili and her team at Dorset Wealth Management. From the first consultation, Lili was very professional, attentive, and approachable. She actively listened to my situation and offered reasonable advice. She has a very extensive knowledge and was very patient with me. I am really glad that I reached out to Lili and her team at Dorset. With their ongoing support and brilliant communication, I feel more confident with every financial decision I make.