Case Studies

How Peter Unlocked the True Potential of His Property in Retirement When Peter retired, he wanted more than to simply downsize or sell his family home — he wanted to transform the land he’d invested in for decades into a lasting financial legacy for his family. With a large residential block in a prime suburban […]

Sarah and Duncan Smith are accomplished technology entrepreneurs who recently relocated to the United Kingdom with their young child. Having spent years building successful businesses and living in multiple countries, the Smiths were now ready to focus on long-term financial security, asset growth, and estate planning. Referred to Lightbulb by a mutual friend and existing […]

Maria is a globally renowned, elite-level athlete, admired not only for her achievements but also for the way she conducts herself as a professional. With her sport commanding worldwide attention and significant prize money, Maria had achieved remarkable financial success at a young age. Fully aware of the unpredictable nature of elite sports and the […]

James, a successful medical specialist based in Australia, had steadily built his wealth over a number of years. With a self-managed super fund (SMSF) and a diversified portfolio including commercial property, direct shares, managed funds, and ETFs, James had accumulated close to $5 million in assets. Despite this success, he had grown increasingly dissatisfied with […]