Wealth Management Burwood

Helping Burwood locals build a secure financial future

For over 30 years, LDB has been more than just a financial firm in Blackburn; we've been serving 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, personalised Wealth Management services right on your doorstep, ensuring you have the local support you need, just down the road in Blackburn.

Comprehensive Wealth Management for Burwood 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 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 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 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, 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 office in Blackburn, just minutes from Burwood, together with 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.

Do you help Burwood 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 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.