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
How to Maximise Your Age Pension
Making the most of the Age Pension isn’t about dizzying formulas or dry legal jargon — it’s about everyday choices that genuinely shape comfort and security in retirement. From turning the family home into an even greater asset, to simple steps like updating how much Centrelink thinks your car is worth, these practical strategies are based on real stories and proven tips that can help retirees enjoy a worry-free retirement, stretch every dollar further, and feel confident about their financial future.
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