Aaron has been invaluable in advising us on our superannuation, growing our assets , insurance and retirement planning. He has understood our changing family commitments and needs . I would highly recommend Aaron as a knowledgable and considerate advisor.
Aaron manages my investment portfolio, in a balanced fund, in a way that grows the asset while still giving me a suitable transition to retirement income stream to complement my part-time salary. Aaron is clearly very knowledgeable about all matters relating to superannuation, ranging from the legislation to how investment markets behave and operate. I have great confidence in Aaron's abilities and I trust him and his judgment. Aaron always replies promptly whenever I make contact.
Aaron has been proactive in building a solid foundation for both My wife and my financial security. He is both personable and professional and understands the fluctuations we have lived through over the last few years , his support in helping us understand and manage our Super and Share Portfolio as well as tax & insurance advice has given us a real plan and direction going forward .
Aaron proved to be an all round solution to our retirement income, tailoring each product to dovetail into our exact needs. He has an ability to explain things in layman’s terms which allowed my wife and I to make decisions on how we wanted to use our funds and what goals we might be able to set for ourselves to ensure our our children would benefit from any remaining funds.
Aaron has kept me up to date with regular yearly reviews and at times sending me information about diversifying into a different investment which has always proved to be a beneficial decision..
LBW Financial Planning35-37 Gordon Ave
Geelong West, VIC 3218
- Adviser status Platinum
- Number of reviews 8
- First year providing advice 2007
- Years of experience 16
- Certified Financial Planner (CFP)
Lbw Wealth Pty Ltd