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
Preparing for the 2027 Capital Gains Tax Changes
The federal government's proposed capital gains tax reforms, set to take effect on 1 July 2027, will reshape the investment landscape for millions of Australians. While much of the public debate has focused on property, the changes reach far beyond real estate, affecting shares, managed funds, and business interests held by individuals, trusts, and partnerships. At the heart of the reform is a structural shift away from the existing 50% CGT discount toward inflation-adjusted indexation, accompanied by a new 30% minimum tax on real gains that will catch even low-income investors who have historically paid less. For investors, the message is clear: the passive, set-and-forget approach that served previous generations well is no longer fit for purpose
Contact Us
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.