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 a 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 Lifestyle Asset Management Pty Ltd (AFSL 288421). Heinrich is also an authorised credit representative (475174) of Beagle Finance Pty Ltd (ACL 383640).
Contact Us
Relevant Articles...
Psst. I love you. Wanna Share our Super…
Most couples prefer not to think about ‘splitting.’ But, as the financial year ends, there is one form of splitting that happy couples can safely think about.
Winter means the end of the financial year!
Next week marks the start of winter and also the last month of what has surely been the most bizarre financial year in history. June 30 is a deadline for a whole range of things, so in this article we want to remind you of some of them. As the weather has gotten colder, why not make yourself a nice warm drink and read on.
Account-Based Pensions – Save the Other Half for Later?
In recent weeks we have discussed various Commonwealth responses to the Coronavirus. One response that has received relatively little ‘airtime’ is the announcement that people drawing account-based pensions from their super fund can reduce the amount they must withdraw in this and the coming financial year.
To Access or Not to Access (Your Super Early)? That is the Question.
Amid the raft of measures announced by the Commonwealth Government last month, one of the more contentious was the decision to allow limited access to superannuation benefits to people who are ‘under-age.’ This change took effect from Monday of this week. Whether withdrawing makes sense in your case depends very much on your unique situation.