PERSONAL WEALTH | ESTATE PLANNING
Get your affairs in order with LBW, the trusted financial planners in Geelong.
Estate planning is about more than money or assets. It is about peace of mind. At its heart, estate planning aims to ease the burden for families during what is often the most difficult time.
Family structures are increasingly complex, which makes estate planning advice more important than ever. Allowing LBW to manage these complexities ensures you have a clear financial plan to protect your family’s financial future.
Our team of Geelong accountants and financial advice specialists work closely with the solicitors, executors, and trustees of your Will to achieve the outcome you want for everyone involved.
It is never too early to start planning for your estate. Beginning the conversation with a trusted financial planner in Geelong today is the first step towards securing the future of your wealth.
How Estate Planning with LBW will help you and your family.
Peace of mind
For you and your loved ones. Estate planning ensures you can continue caring for those who matter, even when you are no longer here.
Control
The right plan gives you confidence that your assets and superannuation are distributed exactly as you intended.
Empathy
LBW values compassion and care, guiding every estate planning client and their family through the process with understanding.
Trust in experience
With expertise across complex matters, LBW’s team, including experienced Geelong accountants, provide reassurance every step of the way.
Estate Planning services
Planning of estate structure, superannuation and financial planning
Assistance with documentation for estate planning, wills and power of attorney
Testamentary trusts advice
Estate distribution advice
Let’s chat about your financial goals for life.
Meet Our Estate Planning team
Simon Flowers
Principal
Tim Patterson
Manager
Secure what you’ve worked for. Start the journey with LBW today.
LBW clients enjoy the ease, security and having everything in one place with the LBW App.
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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.