Wealth Creation Strategies

None of us can expect the best for our financial future unless we have strategies in play, strategies that utilise financial secrets that the planners at LBW Wealth Management have proven successful with many many clients.

Superannuation & SMSF

Flexibility of investment choice, tax efficiency and regulatory control are just some of the technical differences between SMSF's and their commercial competitors. Confidence in your Self Managed Superannuation Fund's (SMSF) compliance with evolving taxation and regulatory controls is vital to success in an SMSF.

Portfolio Construction & Investment Advice

For an investment portfolio to help you achieve your financial plan and be truly effective it must be carefully constructed both in terms of assets allocation and the particular investments that minimise risk in achieving your return.  LBW utilises an investment committee armed with extensive industry research, economic analysis to construct portfolios built for your own circumstances.

Wealth Protection & Insurance

Most of us should be concerned that our best laid plans may be turned upside down by unfortunate circumstances,  LBW advisers can assist in putting in place risk management strategies including risk insurance coverage.  We suggest that you really afford not to have this protection!

LBW Wealth Management - Your Sydney Wealth Creation & Financial Advisers

For any financial plan or wealth creation plan to be truly effective it must take into account all of your financial affairs, both business and personal, then be built on well conceived and practical wealth creation strategies flexible enough to allow for modification without undermining your key objectives.

Your financial wellbeing, both professional and personal, is most efficiently and cost effectively handled by a single firm. LBW Wealth Management provides professional financial planning services tailored to your personal needs, and true wealth creation for you, your business and your family.  You can also reap significant fiscal benefits from our partnership with a separate but related accounting firm.

It is never too late, nor too early to initiate plans to meet both your immediate and future monetary needs. LBW professional Financial Planners work with you to create a bespoke financial plan that enables your existing resources to be utilised in the most effective way.

Your LBW financial plan will incorporate your personal goals, reflect you lifestyle aspirations plus provide for contingencies and regular reviews to keep you on track and in control.  Comprising of complementary strategies your comprehensive plan will guide you through:

+ Wealth Creation & Savings
+ Wealth Protection & Insurance
+ Tax Planning & Investments
+ Portfolio Management
+ Retirement Planning & Superannuation

Make a start today by requesting information via e-mail, phone (+61 2) 9411 4866 or complete an on-line enquiry right now to secure an obligation-free consultation with an LBW adviser to review your financial needs, or simply ask for a Financial Planner's expert advice on issues that is troubling you or your family.

Our Financial Advisers are all fully qualified Authorised Representatives with many are certified by the Australian Financial Planning Association (FPA) .

LBW provide you with a suite of professional financial services so you get the most out of reaching your key objectives. They ensure that you have complete confidence in your ability to abide by your financial plan, and that there are related strategies in place that can adapt to meet unexpected or altered circumstances and enable your existing fiscal resources to be utilised in the most tax effective way.

Whatever your requirements, we can help you find the solution - Contact us today.


LBW Wealth Management is an Authorised Representative of Sentry Advice Pty Limited AFSL 227748

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, Sentry Advice 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 Sentry Advice Pty Ltd (AFSL No: 227748) the Sentry 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. LBW Financial Services Pty Limited trading as LBW Wealth Management is a Corporate Authorised Representative of Sentry Advice Pty Limited (AFSL Lic. No. 227748). LBW Wealth Management provides financial services and it does not provide tax advice. All tax, accounting, auditing, business consulting services are provided by LBW & Partners which is a separate legal entity.

I chose LBW Wealth Management because of the focus on a well researched and crafted investment portfolio that was tailored to me!

- Stan K, Sydney


Contact Us

Level 3, 845 Pacific Highway, (Cnr Railway Street)
CHATSWOOD NSW 2067, Australia
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Phone: (02) 9411 4866