Financial security starts with exceptional client relationships.
By understanding you, your values and goals, we can share our in-depth technical knowledge and investment expertise to develop a plan for you and your family.
We foster an environment based on honesty, integrity and positive work culture for the betterment of our clients and the broader community.
Culture matters.
At Lighthouse Capital we understand and accept that change is inevitable.
By fostering a culture of developing and maintaining an open mindset, together with a lifelong learning approach, we seek to continually find improvements in all that we do.
We believe good culture is a critical factor to success, which is reflected in our decision making, approach and ultimately the client experience.
We also endeavour to be an “employer of choice” as we know that by attracting and retaining the right people, we will continue to come from a place of strength and innovation coupled with a solid heritage.
Bernard Schortinghuis
Principal & Director
The Lighthouse Story
Bernard Schortinghuis commenced in the Financial Planning industry in 1993 after graduating from Curtin University with a degree in Economics and Financial Management. In September 2000 the foundation company to what is now Lighthouse Capital was established after an opportunity emerged to take over a small but well managed business within the Godfrey Pembroke Financial Planning network.
The company has enjoyed considerable success over the years and has also seen the integration of other practices and the formation of some key business partnerships to form the structure of what Lighthouse Capital is today.
During this journey, Bernard’s wife Julia, after completing her degree in Commerce, was gaining industry experience in a variety of roles including retail banking and stockbroking. In 2000, Julia was promoted into a Vice President Role with the US Investment Bank, Merrill Lynch.
By 2005, the practice had grown to such an extent that the need for a Practice Manager became clear. It was this growth and the impending integration of another practice that prompted Julia to resign from her position with Merrill Lynch and join the group as Financial Adviser and Practice Manager.
In the same year, Lighthouse Capital expanded into Bunbury where an existing Godfrey Pembroke practice was looking for a compatible succession solution. The late Darrell Carmody worked to instil the same culture and philosophy as experienced in Perth, forming Lighthouse Capital South West some years after. In 2017 Travis Edwards took directorship of the practice, assisting the business to go from strength to strength.
A joint venture arrangement with CNW Accounting was also formed in 2008 to create Lighthouse Capital Applecross (formerly Broadway Financial Services) which provides the ability for accountants and advisers to service clients in a collaborative manner with complex taxation and structuring needs.
More recently in 2022, to acknowledge the work and dedication of key staff in the business, Lighthouse Capital Collective was born with Donelle Parkin and Michael Ip taking on directorship positions to share in the growth of the company and create a succession plan to ensure that our clients are serviced well into the future.
Our newest entity, Lighthouse Capital North, was created in March 2023 with Michelle Taylor coming on board as an adviser within the brand. She brings over 20 years experience in both banking and financial advice and aligns to the business ethos, bringing a a dynamic energy to the office.
Our practices continue to thrive with growth coming predominantly through referrals from existing clients and referral partners for over 20 years with a dedicated team of 20 staff across WA, including 5 specialized advisers.
Godfrey Pembroke Group - An Adviser Led Licensee
Lighthouse Capital chooses to partner with Godfrey Pembroke Group. Founded in 1981, they had a vision to provide high quality tailored financial advice to individuals, small businesses and corporations. Today, they have financial advice specialists throughout Australia and the Godfrey Pembroke network is regularly recognised with industry awards for leading advice professionalism, transparency and trusted relationships.
With a focus on the value of relationships and a deep expertise in addressing complex financial needs, Godfrey Pembroke continues to support us to deliver quality advice outcomes for a broad range of clients.
Godfrey Pembroke is proudly adviser-led, putting the needs of advisers and their clients first. Stronger together, Godfrey Pembroke advisers grow and thrive amongst like-minded peers. Whilst advisers’ businesses and clients are all different, we still think collectively about what’s in our clients’ best interests.
Our Specialization.
Portfolio Design Specialists with an In-House Investment Committee
Individually Managed Accounts and Bespoke Portfolio Management
Complex Technical and Strategic Advice
Personalised and Tax Effective Income Structures in Retirement
Collaborative Approach with Professional Advisers as part of an ‘Advice Eco-system’
High Touch Client Focus and Communication
Our Principles.
Client Centric Approach
Every decision we make in the practice is focused around client goals, outcomes and the client experience.
Employer of Choice
We seek to foster an environment that truly values its people and provides opportunities for growth and development.
Meaningful Work
We appreciate and never underestimate the degree of trust that a client places in us, and the positive impact we can make in their lives.
Continuous Improvement
We encourage a culture with a mindset that's open to new learnings and potential improvement with a willingness to step outside of the 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, innovate and adapt in order to keep up with this element of the advice journey.
We Embrace Complexity
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 and other trusted professionals in order to achieve the best possible outcomes collaboratively.
KNOWLEDGE.
UNDERSTANDING.
TRUST.
Where to Find Us.
PERTH OFFICE
Lighthouse Capital
Lighthouse Capital Collective
Lighthouse Capital Applecross
Lighthouse Capital North
Office
Level 2
11 Mounts Bay Road
Perth WA 6000
Post
PO Box 7034
Cloisters Square
Perth WA 6850
Phone
08 9481 2366
SOUTH WEST OFFICE
Lighthouse Capital South West
Office
Tenancy 2
4 Plaza Street
Bunbury WA 6230
Post
PO Box 6437
Bunbury South
WA 6230
Phone
08 9791 3426