Wealth Management – Box Hill

Helping Box Hill locals build a secure financial future

For over 30 years, LDB has been more than just a financial firm; we’ve been a part of the Box Hill community. We understand that whether you’re managing a growing enterprise in the bustling Box Hill activity centre or a family practice near the hospital precinct, you need advice that hits home. Our team provides accessible, high-quality Wealth Management services right on your doorstep, ensuring you have the local support you need to thrive.

Comprehensive Wealth Management for Box Hill businesses and families

We support local businesses and families with a full suite of services:

SMSF services

Self-Managed Super Fund setup, auditing, and strategy.

Investment strategy

Tailored portfolios for growth and income.

Retirement planning

Ensuring your lifestyle is funded post-work.

Personal insurance

Income protection and life insurance reviews.

Why Box Hill locals choose LDB Group

Working as one

We are more than just a service provider; we are a united team. Unlike standalone firms, LDB combines expertise in Accounting, Tax, Wealth Management, Superannuation, and Business Advisory. We work as one unit to ensure every part of your financial life is pulling in the same direction.

A holistic partner for Box Hill

We don’t just fix problems; we build futures. From our hub in the inner-east, we partner with Box Hill clients to provide regular communication and proactive advice. We are accountable for our actions and committed to high-quality service that gives you confidence.

Uncompromising integrity

LDB is one of Melbourne’s most highly regarded practices for a reason. We trust our colleagues implicitly and keep each other accountable, meaning you get advice that is honest, transparent, and strictly focused on your goals

Get help with your Wealth Management today

Drop us a line today and have a chat about how LDB can help you.

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Trusted by the inner-east community

With over 30 years of experience servicing the Box Hill area, our reputation is built on integrity and results.

We are one of Melbourne’s most highly regarded accounting and advisory practices, with expertise in accounting and tax complemented by expertise in wealth management, superannuation, Wealth Management and property.

Meet LDB

Committed to your financial success

LDB brings together experienced accountants, tax specialists, financial advisers and property professionals. We operate as one team with shared values of honesty, integrity and respect, ensuring a seamless experience from your first consultation through to long‑term planning. With our offices close to Box Hill and our understanding of the local market, you’ll benefit from advice that’s both highly professional and truly local.

Frequently asked questions

Below you’ll find answers to common questions that clients in Box Hill often ask about our services.

Do you help Box Hill families with Self-managed Super Funds (SMSF)?

Yes, LDB has a dedicated Superannuation division. We handle the entire lifecycle of your SMSF. from setup and compliance to auditing and strategic investment advice ensuring your retirement savings work as hard as you do.

I already have an accountant, can I use you for wealth management services only?

Absolutely. We often collaborate with external accountants. However, our clients see the best results when they utilise our “Working as One” model, where your LDB accountant and LDB financial planner talk to each other to align your tax and investment strategies.

Is your office convenient for Box Hill residents and businesses?

Yes, we are incredibly close. LDB Group is located in Blackburn, just a few minutes down Whitehorse Road from the Box Hill Activity Centre. We offer ample parking, making it much easier to visit us than fighting for a spot in central Box Hill.