Personal Wealth Services

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


Your financial future. Our priority.

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

Financial planning for your future can be intimidating. 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 advisor, 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?

Subscribe for the latest news + updates


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

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.