Who do we work best with?

 

Lighthouse Capital actively collaborates with your other professional consultants including accountants, estate planning lawyers and bankers/brokers which gives us the ability to ensure each and every aspect of your financial world is aligned to achieve the optimal results.

 
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Wealth Accumulators

In order to optimise the various dimensions of your financial world, we will work together with you to formulate a financial solution that may include:

  • Establishing financial goals and objectives

  • Ensuring appropriate Personal insurances are in place

  • Providing advice with regards to your debt management needs

  • Investing, reviewing ownership structures and tax planning

  • Building wealth tax effectively

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Pre-Retirees

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. This may include:

  • Paying off your debts

  • Growing your retirement benefits

  • Maximising your wealth position

 
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Retirees

Helping you as a retiree to generate an income stream to support your lifestyle and ensuring longevity of funds throughout your retirement years and beyond by way of:

  • Generating a tax effective income stream in retirement

  • Preserving your wealth

  • Living your best life

 
 

Private Wealth

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. This may include:

  • High net worth individuals

  • Inter-generational wealth transfer

  • Complex financial planning requirements