Financial Planning Advice

Build, preserve and maximise your financial potential with tailored Financial Planning to achieve financial freedom.

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How we can help you reach your goals

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Meet our Financial Planning team

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PERSONAL WEALTH | FINANCIAL PLANNING

Whatever your life stage, great financial advice is life changing.

Understanding when you need financial advice can be hard to determine. At LBW, our financial planning services are ideal for anyone looking to improve or enhance their personal wealth.

As expert Geelong financial planners, we help people make smart financial decisions. We take a genuine interest in your life goals, helping you plan and implement financial strategies to reach them.

LBW Geelong Financial planning team, central Geelong office off Pakington Street

Seeking Financial Planning advice

Some common questions that lead people to seek advice include:

How am I going to maintain the lifestyle I want in retirement?
Will I have enough money to retire comfortably?
How should I invest my savings?
Is my super working hard enough?
How will I support my family if I get injured or become ill?
What should I do with an inheritance I’ve just received?
How will downsizing the family home impact the Age Pension?
How do I navigate Aged Care?

Your financial future. Our priority.

Our job is to understand your journey, ask the right questions and provide solutions to help you live your best life.
At LBW, we:

Uncover your life plan, your wants, and dreams
Educate you about investing and managing money
Challenge your thinking
Develop a road map to help you get on track and stay on track when life changes
Most importantly, working with an LBW Planner will give you certainty and peace of mind that you have a secure financial future.

How Financial Planning with LBW can enhance your financial freedom.

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It’s never too early to receive great financial advice. Working with an expert LBW Financial Advisor can help you lay the foundations to a better financial future.

Whether it’s paying off your home loan sooner, saving for your children’s education or dreams of an annual holiday, we can help you develop a financial plan.

Receiving expert financial planning advice earlier in your career and life can positively impact your future wealth potential.

We only offer advice and services that are applicable to you, and only when you need them.

Plan your future success with LBW.

Most people have insurance for their home and cars, but overlook their most valuable asset – their life – and their ability to earn income over time.

While personal risk insurance cannot alleviate the emotional stress of losing a loved one, it can help ensure that your family can enjoy the quality of life that you wish for them, and protect them from being financially disadvantaged.

At LBW, we work with experts in the personal insurance field to determine the level of cover you need, and source highly rated products with competitive premiums, to provide peace of mind for you and your family.

LBW helps career and family-focused individuals make smarter financial decisions to elevate their wealth potential.

We appreciate that life, work, and family commitments can get in the way of assessing your current financial position. We work with you to understand your goals, where you are today, and your future plans. We then deliver clear, tactical solutions to get you there.

We put the focus on super and look at ways to maximise your retirement savings.

Working with an expert advisor provides peace of mind that your financial future is secure.

From retirement planning, to using super as a wealth creation tool, LBW financial planning team can help you.

At LBW we believe that helping our clients achieve financial independence gives them the opportunity to live their best life.

Our financial planning experts work with you to optimise your wealth plan based on the assets you have accumulated over your working life.

We help you manage your money so you can focus on living a fulfilling life.

At LBW we believe in true financial freedom.

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LBW BWA Plusses no border small-1

Let’s chat about your financial goals for life.

Meet Our Geelong Financial Planning team

Matthew Grapsas

Principal

Lauren Abela

Senior Financial Advisor

Aaron Hitch

SENIOR FINANCIAL ADVISOR

Jayden Garner

FINANCIAL ADVISOR

Discover your wealth potential. Start the journey with LBW today.

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LBW BWA Plusses no border small-1

LBW clients enjoy the ease, security and having everything in one place with the LBW App.

Excellent

LBW Business & Wealth Advisors4.9

3 months ago

The service and advice we have received from LBW over the last 4 years has been excellent. Lauren has spent time getting to know us and understanding our immediate and future plans. Our interaction with LBW has been both caring and professional.

3 months ago

LBW has been a successful partnership for us. We feel that our finances are in safe hands and sound knowledge provided every step of a decision. Nice job, Aaron!

4 months ago

We've been with Lauren at LBW for about 9 years and have had our investments looked after very well with good advice and regular meetings to go over changes in investment strategy when the financial climate requires it. Can recommend Lauren, her advice and the care she's taken with our investment portfolio.

Barbara Hackman

4 months ago

Always prompt and very friendly service. Very happy with all our dealings with them. Lauren is very professional, a pleasure to deal with.

4 months ago

Professional Prompt and friendly service

4 months ago

Lauren and her team have helped us sort out our finances and set us up moving forward. Highly recommend Lauren.

4 months ago

We have had nothing but very positive experiences with our advisor Jayden Garner at LBW. He is very knowledgeable and explains everything so well that it is easily understood. Jayden is very friendly and so accommodating with any request that we have had and we highly recommend him to anyone that may be looking for some very good advice.

5 months ago

LBW have been fantastic to deal with. Geoff has always responded to emails and phonecalls and queries promptly and has been able to facilitate meetings within days of requesting with no issue. Highly recommend.

5 months ago

LBW audit and assurance team are efficient, reliable, friendly and helpful. We have engaged the team for almost 10 years and time and time again they have proven to be very professional and knowledgeable.

5 months ago

In the five years LBW have helped manage my financial affairs, I have found them to be extremely professional, knowledgeable, adaptable and friendly. Aaron’s considered advice, product and market knowledge, have helped me confidently make a number of major decisions which I believe have considerably strengthened my future financial wellbeing. Cheers Peter O

5 months ago

We're very happy with Aaron Hitch and the LBW team. Aaron has been exceptional handling our Superannuation since we saw him a couple of years ago. Aaron listened to what we wanted in our impending retirement and set us up accordingly. Aaron was very patient with us and our many questions, always taking the time explaining things clearly. Because of Aaron's advice and savvy investing, my wife and I could have retired by now, but we'll continue to build our super for another year and pull the pin at 63. Our super has grown quickly with Aaron taking care of it. We never thought early retirement would be an option. Thanks Aaron! We highly recommend Aaron and the LBW team to handle your Superannuation. Don't leave it too late to get his advice!

5 months ago

LBW and Arron have been such a guiding light for us over the last few years in relation to helping us managing our finances. Aaron along the way has listened to the changing situations with our work , family life & our plans for our future and provided us with sound advice and strategies to help us with our goals heading towards retirement. Thanks Aaron

5 months ago

We have been helped by Aaron and LBW Business and Wealth Advisors for some years now and have always received great advice and have felt they understand our financial needs and wishes. We are kept informed and up to date with our investment portfolio and requirements of our Self Managed Super Fund and also our transition into retirement, which went smoothly, thanks to Aaron and the rest of the team at LBW.

5 months ago

We can’t recommend these accountants enough. They’re not only highly professional but also genuinely approachable and easy to talk to. They made everything simple to understand and were always quick to respond to questions. It’s such a relief knowing my finances are in good hands. If you want accountants who truly care about their clients, this is the team to go with.

Giorgio Tramontin

5 months ago

I’ve had a great experience working with the team at LBW. Professional, knowledgeable, and always quick to respond to questions. They explain things clearly and make the whole process stress-free, from tax returns to general financial advice. Highly recommend their services to anyone looking for reliable and trustworthy support.

5 months ago

The team at LBW have provided fantastic advice and service over the years. Insightful, responsive and accommodating.

5 months ago

We must thank Aaron for his professional and easy manner. He has a great knowledge on all the stock holdings that we hold. Aaron has easy manner and explains things clearly. We are very pleased dealing with Aaron. Cheers Greg & Karen.

5 months ago

Aaron and his team at LBW have truly been a pleasure to work with. Over the past two years, they’ve supported us with both the professional and personal sides of our financial situation, and it’s made a real difference for us. Aaron is always friendly, approachable, and easy to communicate with, and he consistently makes us feel comfortable and welcome. We’re very grateful for their guidance and would highly recommend Aaron and the LBW team.

5 months ago

Excellent service.

5 months ago

Tammie and Geoff have been my accountants for over 20 years, both for my business and personal finances. Their service has outstanding in all that time. They have always been readily available, timely in their responses and really knowledgeable in handling the financial side of my business. I would highly recommend them to anyone, especially if you are running a small business.

5 months ago

I cant say enough about the team at LBW..Jayden..Kelly..Arron and the fantastic service and help they provide ..such personable people ..i feel like family not just a customer ..nothing is too much for these guys ...god bless you have rearranged my life for the better 100 % Kari and i thankyou regards Joseph

5 months ago

Very professional & personable team at LBW Accountants & Financial Planning . Matt Grapsas & Geoff Williams have always provided me & my family with very sound advice over many years. Highly recommend.

Mark DiFrancesco

5 months ago

5 months ago

We have chosen to use LBW for 15 + years. They are great to deal with and always go above and beyond for us and there clients. We would highly recommend them for any business accounting!

5 months ago

We are very happy with our accountancy firm LBW. We have been a client for over 20 years. They are efficient and affordable. Geoff is only a phone call away, when we need advice.

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General Advice Warning

The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This web site is intended for Australian Residents only.

Links to external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to LBW Financial Planning or our licensee in anyway. Note: LBW Financial Planning and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.