PERSONAL WEALTH | GEELONG FINANCIAL ADVISERS & FAMILY OFFICE
Ensure your personal wealth is protected, optimised and ready for the future.
You have worked hard to achieve financial freedom, so it’s important to protect it with help from trusted Geelong financial advisers. The family office team at LBW ensures seamless transition to the next generation, with finances, taxes, structures, and assets carefully managed.
Our team partners with you to understand your unique family situation and values. We then create a sustainable plan that secures your inter-generational legacy. With broad expertise and scalable solutions, our Geelong financial advisers provide the structures and strategies that support your wealth now and into the future.
Your financial legacy. Our priority.
How LBW’s Family Office of Financial Advisers will help you and your family.
Peace of mind
Our Geelong financial advisers give you confidence that every part of your wealth is protected.
Trusted partnerships
We build long-term relationship with families and provide advice that aligns with their goals.
Ongoing support & guidance
We educate and guide family members through the family office process, ensuring your wealth is secure for generations.
Dynamic Solutions
Our advisers develop strategies to optimise your assets and uncover new opportunities for growth.
Family Office services
Strategic planning
Tax, reporting and compliance
Succession planning
Investment advisory
Coaching and knowledge building
Reporting and administration
Let’s chat about securing your family’s wealth future.
Meet Our Family Office team
Simon Flowers
Principal
Geoff Williams
Principal
Work with a financial planner Geelong families trust. Contact LBW today to protect and grow your financial legacy with the guidance of our family office specialists.
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General Advice Warning
The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This web site is intended for Australian Residents only.
Links to external websites
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to LBW Financial Planning or our licensee in anyway. Note: LBW Financial Planning and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.