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...
by LBWCA | Jul 27, 2025 | Personal Wealth
There’s an old saying that good investing is about time in the market, not timing the market. This belief supports the power of long-term investing. Therefore, staying invested helps protect returns and avoid costly mistakes. It may feel tempting to react to daily...
by LBWCA | Jun 4, 2025 | Financial Planning
The end of the financial year is fast approaching, making now the ideal time to review your super. Even small additional contributions before 30 June can make a big difference to your retirement savings over time, thanks to the power of compounding returns. This...
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