Business Advisory – Burwood

Helping Burwood 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 Burwood community. We understand that whether you’re serving the student community near Deakin, or running a retail outlet at Burwood One or Burwood Brickworks, you need advice that hits home. Our team provides accessible, high-quality Business Advisory services right on your doorstep, ensuring you have the local support you need to thrive.

Comprehensive Business Advisory for Burwood businesses and families

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

Strategic planning

3-way forecasting and growth strategies.

Succession planning

Preparing your business for sale or generational transfer.

Business structuring

Asset protection and tax minimization setups.

Virtual CFO

High-level financial insight without the full-time salary.

Why Burwood 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 Burwood

We don’t just fix problems; we build futures. From our hub in the inner-east, we partner with Burwood 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 Business Advisory 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 Burwood 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, Business Advisory 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 Burwood 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 Burwood often ask about our services.

When is the right time to engage a Business Advisor?

If your business in Burwood has hit a plateau, you are facing cash flow issues, or you are planning a major expansion, it is time to move beyond simple compliance. We help local business owners in Burwood turn their numbers into a strategic roadmap for growth.

Can you help with business succession planning?

Yes. Whether you are passing the business to family or preparing for a sale, our “Working as One” approach ensures we structure the exit to maximize your return and minimize tax implications across your business and personal wealth.

Is your office convenient for Burwood residents and businesses?

Absolutely. We are just a short drive up Middleborough Road or Burwood Highway. Many of our clients are based in Burwood. Our Blackburn office provides a central, quiet location for strategy meetings away from the hustle and bustle.