LBW Business & Wealth Advisors

LBW Business & Wealth Advisors is a locally-owned public accounting practice based in Geelong, with over 40 years of experience in delivering business and financial advice. The firm operates under the legal entity LBWFP Pty Ltd, trading as LBW Business + Wealth Advisors. The practice provides services in Geelong and Melbourne. Its main services include business advisory, accounting, audit and assurance, business valuations and forensic accounting, financial planning, SMSF, estate planning, family office, and individual tax returns.

LBW Business & Wealth Advisors is identified by clients chiefly with retirement planning and the administration of self-managed super funds, alongside tax return preparation and broader financial counsel. A recurring theme in feedback is the plain manner in which strategies and regulatory obligations are explained, turning intricate matters into language that is readily understood. Staff members named in comments, among them Aaron, Lauren, Geoff and Jayden, attract consistent praise for their friendly and approachable style, their prompt replies to correspondence and the ease with which appointments are arranged.

Reviewers describe a process where present circumstances and longer-term objectives are explored before any recommendation is put forward, and regular strategy discussions are valued for keeping investment approaches attuned to shifting personal situations and market conditions. Support spanning business and personal financial affairs is portrayed as thorough and well coordinated, with tax return work and oversight of investment portfolios sitting alongside the transition into retirement and the management of superannuation funds. Clients report feeling kept abreast of how their portfolios are tracking, and the shift to retirement is repeatedly described as having run without complication.