Aaron Hitch

Lbw Business & Wealth Advisors

Platinum
15 Yrs Experience
Geelong West, VIC 3218

Recent reviews

Lbw Business & Wealth Advisors

35-37 Gordon Avenue
Geelong West, VIC 3218

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Lonsdale Financial Group Ltd

AFSL 246934

4.85
8 Reviews
5
4
3
2
1
4.90
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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 ."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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.."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been working with Aaron for over two years now and have been very happy with his service and advice. Aaron is always contactable if we have any questions on any particular matter. We have a high level of confidence that Aaron is looking after us well."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Aaron has been a fantastic partner in ensuring our families financial position is not only preserved , but greatly improved. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Aaron has provided advice on managing our superannuation since 2011. In that time, we have collectively managed my portfolio to close in on our ambitious targets set 10 years ago. Aaron has provided patient and clear explanations over this time. I am confident in his advice and have rarely (if ever) failed to move forward with his recommendations for my Super plan. Aaron reached out at the height of the COVID slump in my Super plan and provided thoughtful and cogent assessments of how we were placed and how to plan and manage for the future. This was out of our usual timings for meeting but was much appreciated at the time."

  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2021

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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