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Accounting Firm

LBW Business + Wealth Advisors

Geelong accounting, business advisory and wealth firm serving individuals and businesses in Geelong and Melbourne

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TrustList summary

LBW Business + Wealth Advisors is an accounting, business advisory and financial planning firm in Geelong, Victoria, also serving Melbourne. It states more than forty years of delivering business and financial advice.

The firm splits its work into personal wealth services and business advisory services.

Products and services

  • Financial planning: retirement and wealth goals.
  • SMSF, estate planning and family office: for personal and family wealth.
  • Individual tax returns: preparation for private clients.
  • Accounting and tax consulting for businesses: compliance, strategy and planning.
  • Business advisory: support for growing companies.
  • Audit and assurance: including business valuations and forensic accounting.

Clients

People planning for retirement or tax efficiency, and business owners at various growth stages.

Key facts

  • Based in: Geelong, Victoria, Australia
  • Also serves: Melbourne
  • Experience: over forty years

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

What the business tells TrustList

Founded
1986 (40 years) evidence sent

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