Lily Advisory is a boutique providing the tools and knowledge for women to lead a financially sound and business savvy lifestyle.
Lily Advisory has three main focus areas:
Wealth Coaching for women
Business Mentoring for female-led businesses
Financially Sound Woman (FSW) Investment Club: masterclasses, webinars, podcasts, networking events, newsletters, investment meet-ups
At Lily Advisory, we understand that every woman is different and has unique requirements and we wanted to make sure to offer help for each of these aspects.
Perhaps you recently went through a significant financial change in your life and find the task of now having to take control of managing your wealth daunting and cumbersome. With the right set of tools and approach we can help you go through this process smoothly and make it enjoyable. With our hands on educational approach with time we can help you become financially sound.
Perhaps, you are a professional woman who needs help in optimising your current situation in order to maximise tax efficiency and capital preservation with some growth based on your individual situation.
Perhaps you are going through the process of trying to turn your passion into a viable business but need some guidance in how to make the process structured, successful and enjoyable. Having a mentor can be a great boost to your business, providing you with the necessary tools and helping you open the right doors.
At Lily Advisory, we understand that it can be difficult and time consuming for women to find the right answers to these questions and to decide where their priorities should lie. We specialise in providing help throughout these complex processes, aiming to assist you in crystallising what your needs are in your specific situation in life, and advising on suitable solutions