Georgia Shuwalow of Lambourne Partners

Georgia Shuwalow, Financial Planner of Lambourne Partners Financial Planning has been a member of Business Referral Group, Newcastle Chapter since July 2015.

I am a qualified Financial Planner with over 10 years experience in the industry. I have been working at Lambourne Partners for over 2 years. Prior to this I have worked for a big bank as well a other independent financial planning firms. This has provided an exposure to a wide variety of clients.

Lambourne Partners was established as an accounting firm in 1984 and offers clients a range of services in relation to accounting, taxation, financial planning and self managed superannuation funds. The financial planning department is developing an extensive client base and the advisers are committed to providing high quality advice that is tailored to your goals for both new and existing clients.

I am able to assist clients with a full range of financial services, including insurance, retirement planning and superannuation, investments, Centrelink maximisation and Aged Care strategies. By working closely with my clients and focusing on their goals and circumstances I am able to assess their situation and provide strategies to help them meet their financial goals. Aged Care is a strong focus in my recent work and I am passionate in assisting families ensuring that they transition into Aged Care for a loved one is as seamless as possible.

BRG has benefited both myself and Lambourne Partners by providing direct referrals, as well as establishing connections with other local professionals that we can confidently refer our clients to.

Our group meetings involve discussions on a range of topics that are specific to small businesses. As the groups are small, the regular meetings ensure that everyone gets to know your business and goals. Going through business planning, marketing and ideas provides external feedback and support, which is invaluable in establishing the strategies used to achieve our goals.

BRG enables us to establish professional contacts and gives them the advantage of my expertise in a different area to their own. This provides a different point of view, which can be invaluable. The group also provides an effective referral source. The referrals received as a result of BRG are consistently good referrals, all people who are genuinely interested in working with me as an adviser.

BRG has increased my belief in the effectiveness of networking and has provided me with a great group of professionals that can provide feedback on a range of business topics. In addition, I have learnt how to provide better referrals to my contacts.