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...
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...
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...
by LBWCA | Aug 6, 2025 | SMSF
Many self-managed super fund (SMSF) trustees now use exchange-traded funds (ETFs) to grow their portfolios. A large number of these trustees work with Geelong financial advisors at LBW to help guide their ETF choices and structure their funds. Recent data shows...
by LBWCA | Jul 27, 2025 | Personal Wealth
There’s an old saying that good investing is about time in the market, not timing the market. This belief supports the power of long-term investing. Therefore, staying invested helps protect returns and avoid costly mistakes. It may feel tempting to react to daily...
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