Financial Planning

Fall in love with your future with advice from a Geelong financial planner

by LBWCA | Feb 10, 2025 | Financial Planning

Feeling stressed about money? You are not alone. With the right guidance from a Geelong financial planner, managing your finances can be simple and stress-free. A personal financial planner is more than just someone who understands numbers – they provide the support...

Investing the right way: Discover Dollar-Cost Averaging

by LBWCA | Jan 23, 2025 | Financial Planning

Having an investment is an effective way to build your wealth over time. If you’re part of a managed superannuation fund, you’re likely already benefiting from the long-term advantages of dollar-cost averaging. But what is it, and how does it actually work? What is...

How to prepare for your first meeting with a financial advisor

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...

5 key expectations of a financial advisor

by LBWCA | Sep 24, 2023 | Financial Planning

So, you’re thinking of speaking to a financial advisor? Congratulations! This could be one of the best decisions you make right now for future-you. But what should you expect from a financial advisor? What should they be providing – initially and moving forward? ...

Offset accounts: A better way to manage your mortgage

by LBWCA | Nov 20, 2016 | Financial Planning, Knowledge Centre

If you want to repay your mortgage quickly and still have easy access to your additional repayments, an offset account may be worth using. What’s an offset account? An offset account is a transaction account that is linked to your home loan and the money you deposit...

Closing the super savings gap

by LBWCA | Nov 8, 2016 | Financial Planning, Knowledge Centre

While as a nation we collectively face a large retirement savings gap, there are a number of smart things you could consider doing to help make sure your future financial security isn’t at risk. The savings gap Most Australians are financially unprepared for...