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
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
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