Share Portfolio Management
History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.
Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing.
Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.
Heinrich Jacobs
Senior Financial Adviser
Heinrich is the Managing Director of Lightbulb Wealth Management and is responsible for leading the firm to execute its strategic objectives, while ensuring the firm’s high standards of client care are maintained.
Heinrich specialises in providing comprehensive advice to a wide range of clients, from affluent and high net wealth individuals and their families, executives, business owners, athletes, non-for-profit organisations, retail clients, through to self-funded retirees.
Heinrich assists his clients with a range of financial planning, investment and advisory services including investment selection, asset allocation, portfolio management and reviews, estate planning, trust advice, residential and commercial lending, and superannuation strategies including self-managed superannuation establishment advice and administration services.
Before founding Lightbulb, Heinrich held a number of corporate management positions at the ANZ Bank and Suncorp Bank. At ANZ, Heinrich led and managed teams working across the retail, affluent, and institutional business segments of the bank with a focus on leading teams and providing strategic advice to clients with a focus on their wealth management, lending, investment, and cross border transactional banking requirements.
Heinrich is passionate about helping Australians grow and protect their wealth and is a strong advocate for advice and improving the client experience. He regularly speaks at industry forums including CPA chapter events.
Heinrich holds a Master of Business Administration (MBA) from Southern Cross University, a Post Graduate Certificate in Management (Distinction) from the Australian Institute of Management, and an Advanced Diploma of Financial Planning.
Heinrich is a licensed Financial Planner AFP® and member of the Financial Planning Association of Australia, and a member of the Finance Brokers Association of Australia.
Outside of work, Heinrich enjoys spending time with his family. He is a former semi-pro tennis player with his claim to temporary fame being a straight sets loss against the former world number 3 and current coach of Roger Federer; Ivan Ljubicic.
Heinrich Jacobs is an authorised representative (1241405) of Lightbulb Financial Management Pty Ltd (AFSL 542662). Heinrich is also an authorised credit representative (475174) of Beagle Finance Pty Ltd (ACL 383640).
Contact Us
Relevant Articles...
Superannuation Member and Death Benefits
Superannuation serves as a critical savings vehicle for Australians, designed to provide financial security in retirement. However, the nuances between member benefits and death benefits can be complex. Let's clarify these differences and explore their implications.
Understand Superannuation Trends and Make Better Choices
Despite efforts to encourage retirees to use income stream products, many are still opting for lump sum payments when accessing their super. In fact, there's been an increase in lump sum withdrawals recently. Are you making the most of your retirement savings? In this article, we discuss why this matters to you and what you can do about it.
Understanding The New $3 Million Super Tax and How It Affects Your Wealth
With significant changes to superannuation tax laws on the horizon, it is essential for high-net-worth individuals to understand the potential impact on their wealth. The looming increase in tax rates on superannuation balances exceeding $3 million has generated substantial debate. As the implementation date draws near, taking a thoughtful and informed approach is vital. However, note that this measure is not yet law.
Key Superannuation Changes for 2024/25 Financial Year
Happy New Financial Year! Australia's superannuation system will see several changes in the 2024/25 financial year. The Superannuation Guarantee rate will increase to 11.5%, and both concessional and non-concessional contribution caps will rise. Some proposed changes, such as superannuation on paid parental leave and modifications to tax rates for high balances, are under consideration. Understanding these updates is important for effective financial planning.