by LBWCA | Jul 24, 2025 | Financial Planning
In April 2025, a sudden policy shift caused sharp market volatility. The U.S. announced new tariffs, which sent investors into panic. Markets dropped quickly but recovered just as fast once the U.S. paused its trade plans. Even with some calm returning, risks still...
by LBWCA | Jun 9, 2025 | Financial Planning
Markets move in ways no one can fully predict. Some investments rise, others fall. For that reason, investment diversification is crucial. It means spreading your money across many different types of investments. In this blog, you’ll learn how investment...
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...
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