LBW Financial Planning was established in July 2005 as a joint venture company. Since then LBWFP has gone from strength to strength as more and more clients realise the importance of the role planning plays in achieving their financial goals. On 18 December 2009 LBW Financial Planning Pty Ltd became 100% owned by LBW Chartered Accountants, and became an Authorised Representative of Lonsdale Financial Group Limited, Australian Financial Services Licence Holder No. 246934.
Why choose LBW Financial Planning?
This is your introduction to a professional financial practice that can help you manage all of your financial matters with ease and confidence.
We care for the financial health of our clients and we invite you to experience the difference. Our special interest is in assisting our clients to establish and manage investment structures that suit their own unique needs and preferences.
Using sophisticated computer modelling and the resources and technical support of major investment groups, our well qualified and dedicated advisor will guide you into the most appropriate investment strategy for you and only recommend thoroughly researched and approved investments – and we will be there to ensure that your plans stay “on track” through changing circumstances.
Self Managed Superannuation Funds
Superannuation remains one of the most efficient investment vehicles available.
We offer a service enabling simple and cost effective establishment and ongoing management of your own fund.
Some of the features of a private superannuation fund are:
| Investment choice and control | Flexibility to retirement and beyond |
| Tax effectiveness | Family retirement vehicle |
| Active participation in management of the fund | Estate Planning |
| Contact us |
| If you are interested in finding out more about LBW Financial Planning, or would like to receive a free initial consultation, please contact Michael Glynn on (03) 5221 6111 |
Download - LBW Financial Planning Brochure
