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How diversified ETFs can simplify your investment plan

How diversified ETFs can simplify your investment plan

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...
The end of hybrids. What it means for your investment strategy

The end of hybrids. What it means for your investment strategy

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...
3 portfolio investment tips for long-term growth from a Geelong financial advisor  

3 portfolio investment tips for long-term growth from a Geelong financial advisor  

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

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

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 

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...
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Recent Posts

  • How diversified ETFs can simplify your investment plan
  • Home is where the super is for many Australians 
  • The end of hybrids. What it means for your investment strategy
  • 3 portfolio investment tips for long-term growth from a Geelong financial advisor  
  • Our Geelong tax accountant explains tax strategies for property investments

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