LBW Financial Planning Geelong

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.

Our financial advisors also specialise in the areas of estate planning & superannuation, and liaise with our accountants to offer tax effective strategies and solutions as well.

LBW Financial Planning can assist you to grow your wealth and achieve the financial position you have strived towards, all with quality, tailored advice, and friendly, understanding financial advisors.  We are always there to ensure your plans stay on track through life’s changing circumstances.

Get In Touch and make your appointment today to speak with one of our financial advisors for a free, no obligation preliminary consultation.

LBW Financial Planning is an authorised representative of Lonsdale Financial Group Limited (Lonsdale) AFSL 246934, and is 100 percent owned by LBW Business & Wealth Advisers. Lonsdale is only responsible for services provided under this entity and is not responsible for services relating to or associated with accounting, audit or SMSF administration.

 

Get in Touch Today 

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LBW Financial Planning Team 

 

Matthew Grapsas

Matthew Grapsas

ASSOCIATE PRINCIPAL

 

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Matthew Grapsas, Associate Principal

(03) 5221 6111

Ivana Perisic

Tim Block

ADVISOR

 

Tim Block, Advisor

(03) 5221 6111

Simon Flowers

Simon Flowers

PRINCIPAL

Simon heads up the Superannuation team and is also a specialist in tax and business advisory.

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Simon Flowers, Principal

(03) 5221 6111

Cathryn Walley

Cathryn Walley

MANAGER

 

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Cathryn Walley, Manager

(03) 5221 6111