LBW - Your Leading Financial Planning Firm
Achieve your financial goals, develop a tailored investment strategy with an LBW financial advisor.
Our client focused financial advisors are wealth management specialists, armed with the tools and knowledge to help clients achieve their financial goals. They offer tailored investment strategies to suit individual client needs and lifestyle stages.
Servicing the Geelong and surrounding areas for over 12 years, our financial advisors provide a high level of expertise and service in the financial planning market. The team at LBW Financial Planning are committed to improving the financial position of the clients we serve. No matter what stage of life our clients find themselves in, the focus of the team is to add value by maximising financial wealth.
Clients are at the heart of what we do, and our financial advisors strive to provide excellence through tailored wealth management strategies that will assist our clients to reach their personal financial goals. This could include assisting new parents to find affordable and reliable insurance cover to protect their family, helping retirees manage an investment portfolio that derives a superior return that will help fund their annual holiday.