Personal Wealth Services | Geelong Financial Advisors
Your financial future. Our priority.
LBW’s team of Geelong financial advisors are the personal wealth professionals you never knew you needed.
Financial planning for your future can be intimidating. Thankfully, our Geelong financial advisors 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.
As your Geelong financial advisors, 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.
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Financial Planning
Gain a trusted personal wealth partner to help you make better financial choices now, for a better financial future tomorrow.
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SMSF
Independent approach to utilising superannuation to develop wealth creation.
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Estate Planning
LBW provides guidance and understanding throughout the estate planning process.
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Family Office
Secure, manage, and capitalise the wealth you and your family have worked hard for.
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Individual Tax Returns
Maximise your return with LBW and implement strategies to be as tax-effective as possible.
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Ready to take the next step?
Get in touch to explore your options with one of our Geelong Financial Advisors.
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Let’s take the next step together.
Your journey towards a better financial future starts here. Get in touch with one of our Geelong Financial Advisors to discuss 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
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.