by LBWCA | May 1, 2025 | Personal Wealth, Accounting, Accounting & Tax, Accounting & Tax, Accounting & Tax, Financial Planning, Financial Planning
With so many ETFs listed on the Australian stock market, choosing the right one can feel overwhelming. Many ETFs focus on a single asset type, like Australian shares or overseas bonds. If you only invest in one type of investment, there’s more risk. That’s why...
by LBWCA | Apr 7, 2025 | Financial Planning, Financial Planning
Financial markets are constantly fluctuating, and whilst some changes happen quietly, they can still affect investors. The Australian Prudential Regulation Authority (APRA) has announced new rules for hybrid securities. As a result, hybrids will be phased out. In...
by LBWCA | Mar 27, 2025 | Financial Planning
Investing is a long-term game, and making informed decisions today can set you up for financial success in the future. While tracking your portfolio daily is tempting, our Geelong financial advisors at LBW recommend a smarter, more sustainable approach. Here are three...
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...
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...
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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