What We Do
From your first meeting, you will know the direction you're heading and the fees involved through a transparent fee for advice model.
We specialise in managing customised investment portfolios with an emphasis on income generation and capital preservation. Our team of Senior Advisers have extensive direct equities experience and will actively manage your portfolios, focusing on your individual requirements. This involves risk diversification across a range of asset classes by utilising a combination of direct investment portfolios.
Our strengths lie in having experienced specialists in different advice fields including investment, strategy, insurance, centrelink and family matters. This enables us to provide a personal and thorough client service experience.
The below shows some of the wealth management services offered by Lighthouse Capital. We are happy to collaborate with other professionals, including any you have an existing relationship with, through our advice 'ecosystem' (accountants, lawyers and debt specialists) to facilitate and implement a successful wealth management plan.
Our services range includes:
- Wealth Accumulation
- Pre and Post Retirement Planning
- Income Streams in Retirement
- Self Managed Super Funds
- Insurance - Life, TPD, Income Protection and Trauma
- Centrelink Advice and Strategies
- Aged Care Advice and Support
- Collaborative Law - helping clients through divorce
- Business Succession Planning
- Family Matters including basic Estate Planning
We offer a referral service to trusted specialists in other fields of advice such as:
- Debt Management
- Commercial Law
- Wills and Estate Planning
- Aged Care Housing and Nursing