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
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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