Wealth Planning
Multi-generational strategies tailored to protect, grow, and align your wealth with your life goals.
Legacy is Built with Intention
Wealth is not the destination—it’s the vehicle through which you shape a legacy. At Lightbulb, we work with you to build a multi-generational wealth strategy rooted in clarity, discretion, and enduring value. From asset protection to estate structures, philanthropy to succession, our planning is as comprehensive as it is confidential. Because true peace of mind lies in knowing the future is handled.
Areas of Expertise
Superannuation
- Super fund research and selection
- Optimising super contributions and concessions
- Self-managed super funds (SMSF’s) and defined benefit fund advice
- Retirement pension strategies
Wealth creation
- Cash flow and debt management
- Retirement planning
- Non-super investment structures
- Redundancy management planning
- Managing inheritances, business sale proceeds and bonuses
Wealth preservation
- Intergeneration wealth transfer advice
- Aged care advice and social security benefits
- Superannuation succession and estate planning advice
Featured articles
Cash in the Bank or Shares on the Market?
Deciding where to put your money in Australia can feel like a big decision. Two of the most common options are high-interest savings (HIS) accounts and exchange-traded funds (ETFs). While both can help you build your wealth, they serve very different purposes. Here’s a more detailed breakdown to help you determine which is right for you.
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