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
February 2026 Market Updates
The first month of 2026 has been a masterclass in market adaptation, as the initial optimism of the new year met a series of significant economic "reality checks." While the ASX 200 and S&P 500 both reached historic peaks, they finished the month with late-session pullbacks as global investors pivoted away from pure growth toward the resilience of hard assets. Domestically, a surprising rebound in headline inflation to 3.8% and a remarkably tight labour market have shifted the conversation from potential rate cuts to a decisive 3.85% cash rate hike by the RBA. The Australian property market remains remarkably defiant, recording a 0.8% increase in values in January as a chronic shortage of supply continues to act as a floor for prices.
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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.