by LBWCA | Oct 20, 2026 | SMSF
If you’re managing an SMSF in Geelong and property forms part of your investment strategy, there has been an important change to the borrowing rules you need to know about. From 10 August 2026, self-managed super funds (SMSFs) can generally no longer enter...
by LBWCA | Oct 20, 2026 | Financial Planning
Uncertain markets have a way of testing even experienced investors. One moment, things feel relatively steady. The next, markets are responding to interest rate changes, inflation updates, global events or shifts in economic sentiment. When investment values...
by LBWCA | Sep 29, 2026 | Estate Planning
Watching your parents grow older can bring changes for the whole family. Their health, independence and lifestyle may begin to look different, and over time, the way they manage their finances can change too. You might notice bills being missed, paperwork...
by LBWCA | Sep 16, 2026 | Personal Wealth, Financial Planning
Have you ever looked at your bank statement at the end of the month and thought, “Where did it all actually go?” You’re not alone. For many of us, the challenge with money isn’t always the maths. It’s the small, everyday decisions we make almost without...
by LBWCA | Aug 28, 2026 | Personal Wealth, Financial Planning
When people think about becoming a millionaire, they often picture winning the lottery, inheriting money or selling a successful business. In reality, many people build significant wealth more quietly through consistent saving, disciplined investing and giving...
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