Knowledge. Understanding. TRUST.
Financial security starts with exceptional client relationships.
By understanding you, your values and goals, we can share our in-depth technical expertise and develop a strategic growth plan for you and your family.
Who We Are
“Culture eats strategy for breakfast.”
At Lighthouse Capital we know and accept that change is inevitable.
By fostering a culture of developing and maintaining an open mindset together with a lifelong learning approach, we consistently seek to find improvements in all that we do.
We view good culture as our critical success factor which is reflected in our decision making, approach and ultimately the client experience.
We aim to be an “employer of choice” as we know that by attracting and retaining the right people, then we will continue to come from a place of strength and innovation coupled with a solid heritage.
Principal & Director
- In-house Investment Committee
- Client centric advice and information
- Personalised income stream generation
- Individually managed account specialists
- Embrace complexity and collaboration
- Continually improve our client relationships
What We Do
- Wealth management services
- Holistic financial planning
- Retirement planning – superannuation
- Risk management – personal insurances
- Professional collaboration – advice ecosystem
Intergenerational wealth management
Thoughts & Insights
- Financial literacy
- Community engagement
- Good Money Habits Podcast
- Lighthouse Capital in the media
- “Light The House” innovation think tanks
Financial planning specialists who believe trust… is earnt.
The Lighthouse Culture
We seek to foster an environment based on honesty, integrity and a solid work ethic for the betterment of our clients and the broader community.
Client Centric Approach
Every decision we make in the practice is centred around client goals, outcomes and the client experience.
We will always appreciate and never underestimate the degree of trust that clients place in us and the difference we can make in their lives.
We have one of the most complex financial and tax systems in the world. We thrive on complexity and seek to work with our clients trusted other professionals in order to collaborate for the best possible outcomes.
Employer Of Choice
We seek to foster an environment that truly values its people and provides opportunities for growth and development.
Our Continuous Improvement
Encourage a culture with a mindset that’s open to new learnings and ways to do things better. Be willing to step outside of your comfort zone for personal growth and development. We understand that ideas can emerge from “any corner” and we encourage all to contribute.
Change Is Constant
We understand that change is inevitable in all facets of life. We embrace change, be open in order to adapt and innovate to meet the change.
Heritage & History
Helping Australian’s Grow Their Wealth For Over 20 Years
Company Established in
So, who do we work best with?
Lighthouse Capital will actively collaborate with your other advisors including accountants, estate planning lawyers and bankers/brokers giving us the ability to ensure each and every aspect of your financial world is aligned to achieve the best results.
If you are planning to retire in the next five to ten years, now is the most critical time to establish a targeted and personalised financial plan to secure and protect your future.
- Pay off your debts
- Grow your retirement pool
- Strategies to maximise your wealth
Helping you as a retiree to generate an income stream to support your lifestyle and longevity of funds throughout your retirement years and beyond.
- Generating an income stream
- Preserving your wealth
- Living your best life
In order to optimise the various dimensions of your financial world, we will work together with you to formulate a customised and holistic financial solution.
- Establish financial goals and objectives
- Personal insurances, debt management
- Investing, ownership structures and tax planning
As Australia has a highly complex taxation and superannuation landscape, we collaborate with your trusted advisors to navigate these complexities and assist in developing strategies and solutions.
- High net worth
- Inter-generational wealth transfer
- Complex financial planning strategies
“We have absolute confidence in our adviser. Our relationship with her is excellent, we regard her as a good friend and we know that results achieved are the best ones possible” Wealth AccumulatorsClients
“They are highly responsive, thorough, sound in thought process and analysis, very personalised service and high in integrity” RetireeClients
“Lighthouse capital have proved to be diligent and scrupulous in their investment decisions” Private WealthClients
What We Do
We seek to develop customised, holistic financial planning solutions matched to our client’s individual preferences.
Our strength lies in having experienced specialists across the spectrum of financial planning including strategic advice, personal insurances, superannuation including SMSF’s and portfolio construction. Specifically, we specialise is managing individually managed investment portfolios with an emphasis on income generation and capital preservation.”
Our team work on a holistic basis. This encompasses developing goals and objectives coupled with strategic advice to help you get there. We take a long-term view with ongoing reviews forming an essential part of staying on track.
Our team have extensive direct equities experience and can actively manage your portfolio, focusing on your individual requirements. We diversify across asset classes utilising a combination of direct investments alongside a range of other investment options.
Specialists in pre and post retirement planning for over twenty years, we seek to help our clients maximise their opportunities to prepare for and then enjoy this important stage in life. We work with you to develop realistic savings goals to prepare for retirement.
Having adequate insurances that match your preferences and budget is a critical element to get right in order to protect you and your loved ones. We seek to regularly review types, cover levels and ownership structures along the way to ensure they remain appropriate.
Australia is experiencing the largest wealth transfer in history. This process can be complex and often requires collaboration with other professionals such as accountants and estate planning specialists to develop strategies and structuring advice to help clients safely navigate this critical part of their financial world.
Working with our clients “other professionals” is a specialisation within our advice model. Coordinating an advice ecosystem that brings together your accountant, estate planning specialist and banker where appropriate creates an ecosystem where the relevant parties work together in your best interests.
Lighthouse in the Community
At Lighthouse Capital we take the time to engage with our broader community through industry participation, podcasts, the media, school workshops, university guest lecturing and social media with a view to encouraging others to develop and expand their financial literacy and money habits.
This podcast marries financial education with tips on how to change your “everyday money habits”. In this podcast series we interview the experts in our field.
We regularly contribute to print media and talk back radio with a view to sharing general information and financial literacy insights for the broader community.
Building financial knowledge and developing good “habits” is an essential life skill. Exposing students at a younger age is proving to help them on their way.
With an ever decreasing pool of high quality financial planners in our profession, we provide guest lecturing for Financial Planning Undergraduates with a view to sharing practical and technical knowledge to support the future of the profession and inspire the next generation.
Our team are often involved in a range of activities across the philanthropic spectrum such as pro bono advice and fund raising for the Breast Cancer Research Centre, The Cancer Council, The Good Samaritans and Ronald McDonald House.
We support and encourage our team to aim for the highest educational qualifications within our profession. Lighthouse Capital have been awarded multiple awards spanning many years including GPL Practice of the year and Adviser of the year.
Thoughts & Insights
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As financial advice specialists under the Godfrey Pembroke license, we are self-employed business owners and understand the challenges of managing complexity.
We choose to partner with Godfrey Pembroke to benefit from the support they offer across investment services, research, on-going training, compliance and marketing.
Internal quality measures are an essential part of our service and we are required to adhere to Godfrey Pembroke’s exacting licensee standards. We are regularly assessed against them ensuring that you receive the highest quality of advice.