Personal Wealth Services

Discover your financial potential with a tailored wealth management strategy that aligns with your financial goals, whatever your life stage.

LBW Personal Wealth services

Your financial future. Our priority.

LBW are the personal wealth professionals you never knew you needed.

Our financial advisory team provide clear and simple advice that sets you up for success.

Our clients feel more financially secure, whether they are building wealth, planning for retirement, or simply living their best life.

Our mission is to give you the tools to make smart financial decisions, to make the most of your money and prosper – financially and personally.

 

Take control of your wealth with LBW.

Ready to take the next step?

Get in touch to explore your opportunities with an LBW wealth advisory expert

Looking for Business Advisory services?

Rachael makes doing our tax so easy and really takes the hassle out of tax time. I highly recommend LBW for prompt, professional and friendly service. Geelong (if not Victoria's) number 1 accounting firm!!
Justine Frost
Justine Frost
04:40 22 Jul 21
Olivia Johnstone has been assisting me with my business taxation and family trust matters for a number of years. Absolutely knows her tax, rings you back, I can highly recommend her.
Jeannette Ernst
Jeannette Ernst
06:02 19 Jan 21
Conscientious and professional. No task too big or too small. LBW have helped me through my first two years in business and I always feel like they have my best interests at heart. Highly recommended.
Sam Watling
Sam Watling
00:45 22 Feb 20
LBW Accountants have provided friendly and professional service to our small business and our family over many years. A pleasure to work with them.
Terri Allen
Terri Allen
21:41 18 Feb 20
Ive found LBW and particularly Nick and Melissa invaluable in managing our accounting needs. There knowledge is second to none and they are always on hand to answer any questions that arise.
peter clark
peter clark
04:44 03 Feb 20
I've been going to see Ben Cannard at LBW for the last 3 years and he is by far the best accountant I've ever had. Very reasonably priced for doing two tax refund applications for me and my partner. We always get a decent refund and Ben is always professional, on time and answers all of our questions. Can highly recommend Ben and LBW as a result.
Sean Gleeson
Sean Gleeson
22:07 21 Jan 20
We use LBW exclusively for our personal and business tax requirements. The team are very professional and competent. The coffee is good also 🙂
Benny Backflop
Benny Backflop
22:33 02 Mar 17
We have been dealing with Simon and Ryan for years for all of our tax requirements. They guys are super friendly and know their stuff.
wholebodyco.
wholebodyco.
22:24 02 Mar 17

Our Clients

Your journey towards a better financial future starts here. Get in touch to explore your personal wealth opportunities.

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

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