Superannuation is one of the most effective ways to build wealth for retirement, but it's also one of the most misunderstood.
With changing contribution rules, investment options and tax considerations, it can be difficult to know whether you’re making the most of your super.
Whether you’re starting your career, growing your retirement savings or preparing to transition into retirement, the right superannuation strategy can make a significant difference to your long-term financial future.
At LBW, we help you understand how your super fits into your broader financial plan. We can provide advice on contributions, investment strategies, salary sacrifice, transition to retirement strategies and retirement income, helping you make informed decisions at every stage of life.
We believe that understanding super shouldn’t be limited to one-on-one advice. We can support your business by delivering education sessions for your employees to help them understand their superannuation, answer common questions and help them feel confident about their financial future.
What it involves
- Understanding your current financial position
- Defining what retirement looks like for you
- Structuring income so it lasts
- Managing superannuation
Meet Our Geelong Financial Planning Team
Simon Flowers
Matthew Grapsas
Cathryn Walley
Lauren Abela
Aaron Hitch
Jayden Garner
Frequently asked questions
Superannuation is one of the most tax-effective ways to save for retirement. Understanding your contributions, investment options and retirement strategies can help you grow your super and improve your long-term financial security.
Making the most of your super may involve reviewing your investment options, making additional contributions, salary sacrificing or consolidating multiple super accounts. The right strategy depends on your personal circumstances and retirement goals.
Yes. We offer complimentary workplace superannuation education sessions for businesses across Geelong and surrounding areas. These free sessions help employees better understand their super, ask questions and gain greater confidence in planning for their financial future.
