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
High-Level Financial Objectives for 2026
As the year wraps up, it's the ideal moment to transition from day-to-day money management to strategic wealth building. If you're currently generating strong income and have achieved basic financial security, your 2026 goals should centre on optimisation, expansion, and protection. We'll use the S.M.A.R.T. framework to set some sample goals that could move you closer to financial independence or early retirement.
Contact Us
We are delighted that you are getting in touch with us. We value open communication and are committed to providing you with the highest level of customer service.