• About
    • About us
    • Values & Culture
    • Client Resources
    • Community
    • People
  • Services
    • Personal Wealth Services
      • All Personal Wealth Services
      • Financial Planning
      • SMSF
      • Estate Planning
      • Family Office
      • Individual Tax Returns
      • Financial Services Guide
    • Business Advisory Services
      • All Business Advisory Services
      • Accounting & Tax Consulting for Businesses
      • Business Advisory
      • Audit & Assurance
      • Business Valuations & Forensic Accounting
  • Careers
    • Life at LBW
    • All Current Opportunities
  • Insights
  • Get in touch
Solo and Secure: Smart Financial Planning for Singles with LBW 

Solo and Secure: Smart Financial Planning for Singles with LBW 

by LBWCA | Sep 17, 2025 | Financial Planning

Being single can be empowering and rewarding, but it sometimes comes with financial challenges that aren’t always obvious. From utilities and rent to car costs and everyday bills, what feels manageable in a two-income or shared household can quickly become...
How falling interest rates could pinch your savings again 

How falling interest rates could pinch your savings again 

by LBWCA | Sep 9, 2025 | Financial Planning

Many Australians are adjusting to a lower-interest-rate environment. With inflation easing, the Reserve Bank has cut rates 3 times in 2025 and may cut rates again. As a result, rate cuts are already lowering savings and term deposit returns.  In this blog, we...
Will currency still matter in future investment returns? 

Will currency still matter in future investment returns? 

by LBWCA | Sep 3, 2025 | Financial Planning

Changes in currency can affect your investment results. In recent years, a strong U.S. dollar has increased global returns for many investors. Now that the dollar has returned to fair value, that impact may shrink. LBW advisors guide clients through these changes and...
Life Pivot Planning: Guidance from LBW Financial Advisors

Life Pivot Planning: Guidance from LBW Financial Advisors

by LBWCA | Aug 25, 2025 | Financial Planning

Life does not always follow the path we imagined. Sometimes, the plans we made no longer reflect who we are or where we want to go. That is why life pivot planning can help. Whether you are changing careers, moving house, or starting a new venture, this blog shares...
Two ways to use your mortgage rate cuts: investing mortgage savings 

Two ways to use your mortgage rate cuts: investing mortgage savings 

by LBWCA | Aug 14, 2025 | Financial Planning

If you’re one of the many Australians with a home loan, a mortgage rate cut can be welcome relief. It’s also a chance to consider investing mortgage savings for long-term benefit.  There are two main options to consider. You could use the savings to make extra...
« Older Entries

Recent Posts

  • Solo and Secure: Smart Financial Planning for Singles with LBW 
  • How falling interest rates could pinch your savings again 
  • Will currency still matter in future investment returns? 
  • Life Pivot Planning: Guidance from LBW Financial Advisors
  • Two ways to use your mortgage rate cuts: investing mortgage savings 

Recent Comments

    Your financial future.
    Our priority.

    • Follow
    • Follow
    • Follow

    Personal Wealth Services

    Financial Planning

    SMSF

    Estate Planning

    Family Office

    Individual Tax Returns

    Financial Services Guide

    Business Advisory Services

    Accounting & Tax Consulting for Businesses

    Business Advisory

    Audit & Assurance

    Business Valuations & Forensic Accounting

    Quick Links

    About

    People

    Careers

    Insights

    Client Resources

    Contact

    GEELONG OFFICE
    35-37 Gordon Avenue
    Geelong West VIC 3218
    T: 03 5221 6111

    POSTAL ADDRESS
    PO Box 4115
    Geelong VIC 3220

    MELBOURNE OFFICE
    Level 3, 365 Little Collins Street
    Melbourne VIC 3000
    T: 03 9670 4444

    Download the LBW App today.

    Liability limited by a scheme approved under Professional Standards Legislation.

    LBWFP Pty Ltd (ABN: 84 632 407 259) trading as LBW Business + Wealth Advisors is a Corporate Authorised Representative of LBW Wealth Pty Ltd, AFSL 534569 (ABN: 56 652 382 128)

    Last Updated: August 2024 | Copyright © 2024 | LBW Privacy Policy | LBW Wealth Pty Ltd Privacy Policy | LBW Financial Services Guide |LBW Terms of Business |