by LBWCA | Mar 28, 2024 | Financial Planning, Estate Planning
As Geelong financial advisor, we think a lot about the future. And we want you to think about the future, too. Specifically, we want you to think about planning for retirement now. As you navigate your late thirties, forties, and early fifties, it is essential to...
by LBWCA | Feb 14, 2024 | Business advisory
If you are a small business owner, you will know that the title comes with numerous hats, some more comfortable than others. There is, of course, your core business hat – the reason you are in this game – but there are also the necessities of management, sales,...
by LBWCA | Jan 15, 2024 | Business advisory
Claimed by the Financial Review late last year to be one of the ‘biggest investment trends of the decade’, the exchange traded funds (ETFs) industry is booming, with growth forecast to continue year on year. If you’re looking to take control of your financial...
by LBWCA | Nov 24, 2023 | Accounting & Tax, Accounting & Tax
With the silly season well and truly upon us, many businesses are looking to recognise and reward their staff’s efforts with a Christmas Party. This can be a great way to bring the team together and to celebrate successes in an informal and festive way. It’s important...
by LBWCA | Oct 30, 2023 | Financial Planning
Whatever your stage of life, visiting a financial advisor can be a crucial step towards financial freedom and peace of mind. But once you have made the decision – and the appointment – what next? What do you need to prepare for your first meeting? Is the onus all on...
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