LBW Geelong

It's never too late to take control of your retirement plans! ⏳ With smart financial planning, you can have peace of mind and enjoy not having to worry about the future.

To learn how to start securing your retirement contact our team 🔽

📱 (03) 5221 6111
💻 www.lbwca.com.au

At LBW, we are committed to elevating the potential of our people and believe celebrating their achievements and career success is important, so let's take a moment to celebrate some achievements of our incredible team!

👏 Well done to Karan Desai and Corey Wilson for completing their CA exams in June.

👏 Congratulations to Maddy Caldwell, promoted to Supervisor, and Frank Le****no, promoted to Senior Accountant, effective 1 July.

Your contributions are truly appreciated. Keep up the fantastic work!

🏆Judges Simon Flowers and Dr Simone Boer recently caught up with Pre Loved Geelong for their site visit.

As Geelong's largest consignment store, Pre Loved Geelong take pride in providing a platform for both sellers and buyers to participate in the circular fashion economy. Their mission is to create a community-driven marketplace where high-quality preloved clothing finds new life, allowing fashion-conscious individuals like you to discover hidden gems while reducing waste and supporting local businesses.

👉For more information, head to https://loom.ly/18mn6gc

LBW Business + Wealth Advisors are passionate about helping Geelong businesses thrive 🌟

Check out our blog to find out how we can help you to maximise your business opportunities

👉 https://bit.ly/LBW_Business_Advisory

It was an excellent night celebrating all the GBEA finalists ✨️

Starting a business? The team at LBW is here to help!

At LBW, we take the time to get to know you, and your business goals so we can deliver tailored insights, professional advice, and innovative solutions to help you achieve your business objectives 🚀

Let's journey together towards success! Book a consultation by calling 📞 (03) 5221 6111 or filling out our contact form on our website at 💻 lbwca.com.au

Whether you're just starting your career, building a family, or looking towards retirement, having a financial plan is essential to securing your future.

From investment advice to retirement planning to managing your superannuation and tax strategies, we're with you every step of the way of your financial journey.

No matter if you're 20, 40, 60, or beyond, we provide the expertise and support you need to reach your financial goals 💫

Don’t wait to start planning your financial future. Contact us today and take the first step towards achieving your dreams.

📞 (03) 5221 6111
💻 lbwca.com.au

The team at LBW would like to take the time to say a huge thank you to Tammie Bushell for her 20 years of service at LBW 👏

Tammie is not only a Chartered Accountant but also a scientist … sort of! She also holds a Bachelor of Science in mathematics. So she knows numbers! 🔢

Tammie is great with our clients. They speak glowingly of her attention to detail and responsiveness 🙌

Tammy is also a passionate Cats fan, some might say the most devoted they have seen. She has attended most grand finals and home matches - safe to say she lives & breaths the blue & white! 🔵 ⚪️

Thank you Tammie for everything you do for LBW. When you see Tammie around the office make sure you congratulate her on this amazing milestone! 🎉

Do you know what SMSF stands for?

Better yet do you know why people use Self Managed Super Funds or SMSF? 😉

If you answered no to either of those questions reach out! 📲

Our expert SMSF team will guide you through the self managed super fund process, from setup to investment advice, taxation planning, and retirement strategies. We’ll show you how to leverage the tax benefits of super and gain flexibility and control over your wealth 💰

Call 📞 (03) 5221 6111 to book a consultation and let’s get you on the path to retirement and financial freedom!

We're proud to support Geelong's thriving business community! 🌟

For over 30 years, we've been dedicated to fostering the growth of local organisations and as the major sponsor of the Geelong Business Excellence Awards (GBEA) for the fifth consecutive year, we celebrate the incredible achievements of our local businesses.

Discover how the GBEA fosters business reflection, improvement, and recognition in our latest blog post ⬇️


https://bit.ly/LBW_CelebrateLocalBusinesses?utm_content=sked_66a84ebca61d9a3da6168576&utm_medium=social&utm_name=sked&utm_source=facebook

"We use LBW exclusively for our personal and business tax requirements. The team are very professional and competent." – Benny, Google reviewer

Thank you to Benny for the great feedback. The team at LBW Business + Wealth advisors were happy to help!

Speaking to our knowledgeable team could be the best financial move you make.

📞 (03) 5221 6111
💻 lbwca.com.au

Safeguard your business through our comprehensive auditing processes. Our thorough approach identifies and mitigates risks, ensuring your business operates securely and efficiently 🔒

LBW’s Geelong audit and assurance team is dedicated to enhancing your business operations offering a clear and comprehensive view of your business, providing in-depth insights that empower you to make informed improvements 📊

Contact our experienced team to learn more about how LBW can support your business with expert audit and assurance services by booking a consultation today.

📞 (03) 5221 6111
💻 lbwca.com.au

Growing a business is hard but doing it on your own is harder!

With 30+ years of collective business advisory experience, LBW partners with both small and large local businesses, to help them reach their long-term goals 🤝

Making informed decisions is critical to the future potential of your business.

Get in touch with our business advisory team and help grow your business 🌱

📞 (03) 5221 6111
💻 lbwca.com.au

FYI ONLY - GBEA finalist announced. We will reshare the GBEA post about the finalists.

For most of us, financial success doesn’t happen on its own or overnight. Individuals that have found success often attest to the power of setting goals and making plans that support that vision. 💫

Whether you have big financial dreams for your business, or for your family, defining clear goals is an important first step towards achieving success and financial prosperity.

Read our blog for some tips to get you started:
https://bit.ly/LBW_financial_wealth_advisors

“If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed” – Edmund Burke

Do you need assistance with managing your finances? LBW Business + Wealth advisors are here to help.

📞 (03) 5221 6111
💻 lbwca.com.au

Whatever your life stage, great financial advice is life changing 🙏

Empower your financial goals with our wealth of knowledge and experience.

If you or your business requires expert guidance, LBW Business + Wealth advisors are here to help.

Book a consultation:
📞 (03) 5221 6111
🕣 8:30am to 5pm Monday to Friday

“I've been using LBW for my personal tax and business accounting for several years and have been extremely happy with the service.” - M. Google Reviewer

Thank you to M. for the wonderful feedback. The team at LBW Business + Wealth advisors are thrilled to have been a help!

Our LBW tax specialists can give you peace of mind – get in touch today.
📞 (03) 5221 6111
💻 lbwca.com.au

Tax season usually means extra work for small business owners, but this stress can be exacerbated if you’re making common tax mistakes in your bookkeeping. 📑

Knowledge is power, so we’ve compiled a list of the most common tax errors that small businesses fall prey to and how to avoid them.

Check out our blog to find out more 🔽
https://bit.ly/LBW_Business_Accountant

Has your business entered the 2024 Geelong Business Excellence Awards yet? 🏆

Entering your business for a Geelong Business Excellence award offers a unique opportunity to benchmark your business against others in the region, gain valuable insights, promote your achievements, and enhance your credibility to attract new opportunities 💫

LBW Business + Wealth Advisors is proud to be the major sponsor of these prestigious awards for the fifth year in a row. We believe there is no better way to reflect on and celebrate your business journey 👏

Enter now at www.gbea.com.au to be recognised as one of Geelong’s best businesses.

Is your business feeling the tax time stress? 💢

LBW business and wealth advisors can help to make tax time a breeze. Get in touch with our expert team today.

📞 (03) 5221 6111
🕣 8:30am to 5pm Monday to Friday

With a new financial year upon us, it's the perfect time to set your goals for the next twelve months 💭

Whether you’re setting up a new business or wish to grow your business the team at LBW can help to make your dreams a reality 📊

Get in touch with our expert team today.
📞 (03) 5221 6111
💻 lbwca.com.au

“Setting goals is the first step in turning the invisible to visible.” - Tony Robbins.

Need help reaching your goals? Our team has been partnering with individuals and businesses in Geelong for over 40 years to achieve theirs.

At LBW, your success is our success.

📞 (03) 5221 6111
💻 lbwca.com.au

In this economic climate, money can be stressful. But it doesn’t have to be. 💫

The experienced team at LBW Business + Wealth Advisors can assist you with strategies that may help to ease financial stress.

📞 (03) 5221 6111
💻 lbwca.com.au

Learn why your business needs a financial audit on our latest blog 🔽

bit.ly/LBW_Financial_Audit

Entries for the much anticipated 2024 Geelong Business Excellence Awards are open!

LBW Business + Wealth Advisors and the Geelong Chamber of Commerce proudly invite all businesses, business leaders, and young entrepreneurs in the Geelong region to submit an entry and showcase their outstanding achievements.

Find out more about how to enter at https://www.gbea.com.au/enter-now/
Entires close Friday 12 July.

Thank you to S.W. for the wonderful feedback. The team at LBW Business + Wealth Advisors are thrilled to have been a help!

A great business advisor gives you peace of mind – get in touch today.

📞 (03) 5221 6111
💻 lbwca.com.au

Full review:
“Conscientious and professional. No task too big or too small. LBW have helped me through my first two years in business and I always feel like they have my best interests at heart. Highly recommended.” - S.W.