Financial planner in Sydney for SMSF, retirement and private wealth
Outsource the complexity. Keep the control.
Hill Private Wealth is a boutique financial planning firm at Level 11, 10 Carrington Street, Sydney NSW 2000. We advise Sydney business owners, senior professionals and families on SMSF, superannuation, retirement planning, investment management and the decisions that sit around them. Evan Hill (CFP®, SMSF Specialist Adviser) is Authorised Representative No. 404669. Hill Private Wealth Pty Ltd is Corporate Authorised Representative No. 1302410 of MTN Wealth Pty Ltd, AFSL 700327. Call 02 9963 7239.
Carrington Street, Sydney. Limited client numbers. 02 9963 7239 · yourteam@hillprivatewealth.com.au
Who we work with
We work with people in Sydney and surrounds whose financial lives have real moving parts: business owners, senior professionals, families with substantial super or investment assets, and people heading into retirement with decisions that are hard to reverse.
Three filters guide who we take on:
Significance
The decisions matter. Super, an SMSF, a business sale, a concentrated position, a retirement date. Not a tidy spreadsheet exercise.
Participation
You stay involved. We bring the analysis and the options. You keep the decisions.
Economics
Ongoing advice is a serious engagement. Fees depend on scope and are set out in writing before you proceed.
If that sounds like you, a discovery call is the right next step. If it does not, we will say so early.
Who this is not for
We are not a mass-market advice factory. We do not chase product volume. We are a poor fit if you want someone to pick stocks without a plan, if you want a one-off product recommendation with no ongoing relationship, or if you prefer to hand everything over and not be involved.
We also will not pretend complexity is sophistication. If a simpler structure does the job, we will say that.
How advice works here
Here’s how it works in practice.
First, we check fit
A short conversation on what you are trying to solve, what already exists (super, SMSF, investments, debt, business interests), and whether our way of working suits you.
Then, foundational work
We gather and organise the facts, map cash flow and goals, surface the decisions that actually matter now, and put options on the table with the main idea, the why, the drawbacks and the risks. That phase often runs over a few weeks, not a single rushed meeting.
Then, ongoing care if we both want it
Reviews, portfolio oversight where we are engaged for it, and a clear path when life changes: sale of a business, inheritance, retirement timing, a new property question.
You outsource the complexity. You keep control of the decisions.
What we help with
Depth lives on the pages below. Use them if you are comparing SMSF, retirement or private wealth advice in Sydney.
SMSF advice in Sydney
Structure, strategy and the questions worth asking before you set one up or change one.
Retirement planning in Sydney
Timing, income, super and the trade-offs before you stop paid work.
Private wealth management in Sydney
Planning and portfolio work when the picture is already complex.
For the full list, including tax-aware planning, insurance needs analysis, estate coordination and cash flow, see all services. You can also read how we work and about Evan Hill.
Sydney CBD, with clients across the city
Our office is at Level 11, 10 Carrington Street, Sydney NSW 2000, above Wynyard. We work with clients across Sydney, including the Eastern Suburbs, Lower North Shore and Northern Beaches, and nearby when the fit is right.
Book a discovery call
Bring the problem you are actually trying to solve. An SMSF that has drifted. A retirement date that is getting real. Super and outside assets that do not talk to each other. A business interest that will dominate the next five years.
We will tell you honestly whether we are the right firm, and what a proper engagement would involve.
02 9963 7239 · yourteam@hillprivatewealth.com.au
Level 11, 10 Carrington Street, Sydney NSW 2000 · PO Box Q791, QVB NSW 1230
