Private Wealth Management
We provide personalised advice and holistic financial solutions that offer outstanding value.
Protect. Grow. Transfer with Purpose.
At Lightbulb, our Private Wealth Management service is designed for those who understand that true wealth isn’t just accumulated—it’s structured, preserved, and passed on with intent. We work with accomplished individuals, families, and family offices to develop comprehensive strategies that honour the complexity of their wealth and the clarity of their long-term vision.
Unbound by institutional constraints, we offer independent, client-first advice that reflects your values, lifestyle, and legacy goals. Whether you’re navigating the intricacies of multi-jurisdictional assets, preparing for succession, or simply seeking more control over your financial future, we bring together strategic thinking, elite professional networks, and a solutions-focused approach.
From wealth planning and investment advice to structuring, tax, and legacy preservation, we deliver clarity in complexity—and confidence in every decision.
Explore Our Private Wealth Services
Wealth Planning
Multi-generational strategies tailored to protect, grow, and align your wealth with your life goals.
Investment Advice
Global market intelligence and bespoke portfolio design, built for performance with purpose.
Structuring & Tax
Tax-efficient structures that protect your assets today—and your legacy tomorrow.
SMSF Establishment & Accounting
End-to-end control and compliance for self-managed superannuation with expert precision.
Estate Planning & Legal Services
Comprehensive legal frameworks to ensure your wealth is transferred exactly as you intend.
Family Investment Office
Consolidated oversight, governance, and strategic investment management tailored for sophisticated family wealth.
Featured articles
A Practical Checklist for End-of-Year Financial Review
The end of the year often feels like a rush towards the holidays, but the weeks leading up to December are the perfect time for a quick, essential financial clean-up. A few hours spent reviewing your details now can save you money and stress when the new financial year rolls around. This simple checklist will guide you through the often-forgotten administrative tasks that ensure your money is working as efficiently as possible.
Contact Us
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