Partners in Achieving your Best Life

“I have had an excellent experience working with Phil, Lili, and their team at Dorset Wealth Management. From the first consultation, the team were very professional and attentive. They listened to my situation non-judgementally and offered reasonable advice. The team has a very extensive knowledge and are approachable. With their ongoing support and brilliant communication, I feel more confident with every financial decision I make. I highly recommend Dorset Wealth Management to anyone looking for reliable and knowledgeable financial advisors.”

“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.”

I reached out to Dorset for guidance on preparing to purchase my next property and reviewing my super, and I’m so glad I did. Lili and the team explained everything clearly and took the time to walk me through how each decision could affect my long-term plans. They were thoughtful, patient, and always made sure I understood the process. I really appreciated their practical approach and how supported I felt throughout the journey.

Working with Lili and her team has been a really positive experience. They take the time to listen, understand our situation, and offer advice that feels thoughtful and relevant to where we are in life. What I have appreciated most is how approachable and responsive they have been, any time I have had questions, they have been patient, clear, and quick to help. With their support, we feel more confident making decisions that not only make sense financially but also align with our bigger picture goals.

“I can’t thank Phil and Lili enough for their guidance and support. From day one, they made me feel comfortable and in control of my financial journey, especially as my husband and I prepare for retirement. Every meeting has been informative and tailored to our needs. They bring a wealth of knowledge and experience, but what really stood out was their ability to explain complex concepts in a way that made sense to me. I highly recommend Dorset to anyone looking for trusted financial advice delivered with care.”

“The DWM team provide thorough, well-informed information to enable me to plan and manage my current and future financial goals. They take the time to get to know my individual circumstances and provide me with sound, objective information to assist with making my financial decisions.”

“Working with Lili at Dorset Wealth Management was a breeze – she made the whole process easy and stress free. Very caring, professional and patient with clueless us.”

“Lili, Phil, and the team at Dorset Wealth Management have been excellent. They provided very clear and professional advice, taking the time to understand my situation fully. I felt supported and confident, would highly recommend.”