Changes in our Financial Planning Division

Jul 1, 2022 | LBW News

LBW Business + Wealth Advisors are excited to announce that today we commence using our own Australian Financial Services Licence (AFSL).

The decision to go down this path is with our clients best interests at heart. To be able to provide quality service and advice and having complete control over our own direction was decisive.

Our financial planning team has never been better placed to offer our valued clients a high level of advice, service and care to help them manage their wealth and plan for their retirement.

Matthew Grapsas

Principal

Related insights

How diversified ETFs can simplify your investment plan

How diversified ETFs can simplify your investment plan

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...

read more
Home is where the super is for many Australians 

Home is where the super is for many Australians 

Many Australians own a home. However, selling that home can also help boost your superannuation balance. As a result, many retirees use the downsizer measure to add to their super, which can provide tax benefits and long-term financial security.   How the downsizer...

read more

Subscribe for the latest news + updates

Get in touch to explore your opportunities with an LBW expert and discover your journey to a better financial future.