by LBWCA | Dec 17, 2025 | Personal Wealth
Many people believe they need a million dollars to retire. That number sounds ideal, but it’s not necessarily true. Your retirement savings goals depend on your lifestyle, spending habits, and your future planning. ...
by LBWCA | Dec 9, 2025 | Personal Wealth, Financial Planning
The holidays bring a chance to give meaningful presents to those you love. For many families, it is also a time to think about lasting gifts. Investment bonds are a simple and thoughtful way to create long-term value for your children or grandchildren. They offer...
by LBWCA | Nov 27, 2025 | Financial Planning, Personal Wealth
Selling your business is more than a transaction; it’s the closing of one chapter and the beginning of another. t represents years of hard work, dedication, and the courage to build something from the ground up. Once the sale is complete, your focus...
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 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...
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