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About Us

LBW Wealth Management has a proven track record of assisting clients in all aspects of their financial affairs. As we deal with only a small number of clients we are able to give you the close personal attention you deserve.

The LBW difference

LBW Wealth Management wants to do more than just crunch pick investments; we want to make a difference to your financial future and will work with you as your adviser to ensure you achieve your personal and business financial goals.

We take pride in the excellence of our principals and staff, who all perform to the standards outlined in our Team Commitment to You. In addition, we have a vast and well-resourced network of associates, advisers and specialists, so we can always provide the best available and most up-to-date and appropriate advice.

We recognise the influence and power of technology and have made sure we have the best tools to interact, analyse, and advise you.

Our Principals

Our Wealth Team

 


 

LBW Wealth Management is an Authorised Representative of Wealthsure Financial Services Pty Limited AFSL 326450

 

LBW Wealth Management is the trading name of LBW Financial Services Pty Limited.  The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, WealthSure Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.  Our Australian Financial Services Licence is provided by WealthSure Financial Services Pty Ltd (AFSL No: 326450) the WealthSure AFSL applies to financial products only.  Please note Finance, Mortgage Broking, General Insurance, Legal Document Drafting, Taxation, Real Estate & Business Coaching are not considered to be financial products.