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Lightbulb Wealth Management

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25.01.2022 Is your will older than your marriage? You might need a new one (a new will, that is!) https://www.lightbulbwealth.com.au//marriage-and-your-wil/

25.01.2022 If you are drawing down on your super, it might be time for a pause. #superannuation #pension #pensionplanning https://www.lightbulbwealth.com.au//account-based-pensio/

25.01.2022 Do you know how divorce impacts on money management? https://www.lightbulbwealth.com.au/20//money-and-divorce/

25.01.2022 The Commonwealth stimulus package was passed by Parliament this week. Here is what it means for you. https://www.lightbulbwealth.com.au//commonwealth-stimulus/

24.01.2022 Saving for that first home? The Commonwealth Government may have just what you are looking for. https://www.lightbulbwealth.com.au//first-home-loan-depo/

24.01.2022 Renovating or building between now and Christmas? The Commonwealth wants to help. https://www.lightbulbwealth.com.au//the-next-round-of-st/

23.01.2022 Arguing with your partner about money? Here’s how to avoid it. https://www.lightbulbwealth.com.au/2020/09/not-argue-money/

23.01.2022 When it comes to estate planning, many people overlook their superannuation. This is risky, because superannuation does not necessarily form part of your estate. This means that your regular legal will may not address what happens to your super when you no longer need it. https://www.lightbulbwealth.com.au//estate-planning-and-/

23.01.2022 Like to Know How to Sleep Easy in Retirement? https://www.lightbulbwealth.com.au//sleeping-easy-in-ret/

23.01.2022 As the ASX records a new three month high, the Aussie dollar reaches US 70c, and society slowly creeps towards normality, many Australians may be hoping that the ‘she’ll be right’ investment strategy they’ve relied on for so many years, may still be the right one. https://www.lightbulbwealth.com.au//lightbulb-mds-views-a/

22.01.2022 Do you know the impact of marriage on your personal finances? What’s more, could you be married and not realise it? https://www.lightbulbwealth.com.au//11/money-and-marriage/

22.01.2022 Have you thought about the extent to which the residential property market will be affected by the Coronavirus? #investing #property https://www.lightbulbwealth.com.au//time-quiet-thinking-/

22.01.2022 Changes are happening to income protection insurance. One of the main changes has already taken effect, with a couple of others slated for 2021. This article will discuss the changes that have already taken place and we will publish a couple of articles in November discussing the changes that are yet to come. #insurance #FinancialPlanning #money https://www.lightbulbwealth.com.au//income-protection-1-/

22.01.2022 Have friends or family ever asked you for money? https://www.lightbulbwealth.com.au//lending-money-to-fami/

17.01.2022 A new wave of COVID-19 sweeping across Australia and the world has #sharemarket investors on edge. Investment specialists are divided about the market's outlook - some expect another fall while others say it's fair value. But all agree certain stocks and sectors will do better than others during the crisis. Now is the time for patience, sticking to long-term plans, and making the most of opportunities.... https://www.lightbulbwealth.com.au/media/

17.01.2022 Do you approach decisions with a clear head? https://www.lightbulbwealth.com.au/2021//thinking-clearly/

15.01.2022 Make sure you take your holidays. There is plenty of science that shows that people who take holidays actually get more work done. What’s more, their careers - and their lives - last longer and they end up providing more for themselves and their families. https://www.lightbulbwealth.com.au/2019//take-that-holiday/

14.01.2022 Credit Cards. Are You a Transactor or a Revolver? https://www.lightbulbwealth.com.au//credit-cards-are-you-/

13.01.2022 How is the Government Going to pay for its Stimulus? The answer is a happy one. https://www.lightbulbwealth.com.au//where-did-they-get-t/

13.01.2022 In this edition of our newsletter, we discuss the third round of Commonwealth stimulus measures that were announced earlier this week. We also try to take a longer-term view of the Australian economy and in particular the sharemarket, by harking back to other disruptive periods in history and seeing what at least one prominent player from the GFC has to say about the current Coronavirus crisis. As always, we hope that you and your loved ones stay safe and well in these unprecedented times. https://www.lightbulbwealth.com.au/2020/04/april-2020/

12.01.2022 Are you starting to lose interest? Bank interest, that is. https://www.lightbulbwealth.com.au//losing-interest-well/

12.01.2022 We’d like to wish all clients, business partners, and followers a happy Australia Day 2020.

12.01.2022 Most couples prefer not to think about ‘splitting.’ But, as the financial year ends, there is one form of splitting that happy couples can safely think about. https://www.lightbulbwealth.com.au//psst-i-love-you-wann/ #superannuation

11.01.2022 Investing is not like the Grand Slams. Successful investing has more in common with Tuesday night C Grade Pennant. If you make sure you don’t lose, you will end up winning. Game, set and match. #tennis #investing #financialadvice https://www.lightbulbwealth.com.au/2020/01/game-set-match/

11.01.2022 We provide personalised advice and holistic financial solutions that offer outstanding value and deliver lasting results.

11.01.2022 What did the Budget mean for you? If you would like to discuss any of the points raised in the article or would like to chat about your current financial position and goals, please get in touch. https://www.lightbulbwealth.com.au//the-2020-budget-for-/

10.01.2022 What did the Budget mean for Your Business? If you would like to discuss your small business finance needs please send us a PM. #business #smallbusiness #tax #finance https://www.lightbulbwealth.com.au//the-2020-budget-for-/

10.01.2022 To Access or Not to Access (Your Super Early)? That is the Question. https://www.lightbulbwealth.com.au//to-access-or-not-to-a/

10.01.2022 Time is the investor’s friend https://www.lightbulbwealth.com.au//time-is-the-investors/

10.01.2022 Owning your own business is the best way to become wealthy but you have to get things right. https://www.lightbulbwealth.com.au//why-only-some-busines/

10.01.2022 In these very uncertain times conversations about #money have been even more important. We are often at ease talking to our partners or parents about our #finances, but what about our kids? As seen in the September edition of Money Magazine. https://www.lightbulbwealth.com.au/media/

10.01.2022 In this edition of our newsletter, we look at the continuing rise of the share market and ask, why? We also look at the early ‘Corona-impact’ on residential property prices and remind everyone that, if you want your child to have the best chance of being a number 1 draft pick in the American National Basketball Association, you should move to Melbourne before you give birth. Read on to see what we mean. https://www.lightbulbwealth.com.au/2020/06/june-2020/

09.01.2022 The kids are all learning from home. We should too! https://www.lightbulbwealth.com.au//lets-all-do-some-hom/

08.01.2022 Congratulations to all the award winners at today’s end of year Finsure Finance & Insurance awards.

08.01.2022 As we look forward to 2020, what are you most concerned about when it comes to your financial position? Take the poll below and feel free to leave a comment if you have any other areas of concern.

05.01.2022 The Australian share market hit a new all time high today.

05.01.2022 Rounding off the week with our MD sharing his thoughts live on Ticker TV covering why Aussies needs to change their ‘stashing cash’ approach, where to invest and where to get the best financial advice as the pandemic rolls on. #investing #savings https://www.facebook.com/tickertvau/videos/297252598395348/

03.01.2022 There are two types of investment return. They are both good. But which one you prioritise depends very much on your personal circumstances. https://www.lightbulbwealth.com.au//income-returns-and-ca/

03.01.2022 Merry Christmas from everyone at Lightbulb. We hope all our clients and friends have a wonderful festive season.

02.01.2022 Investmend Bonds are a simple, flexible and tax efficient investment solution that can help you achieve your long-term financial goals in a way that suits you. Enjoy the short webinar recording.

01.01.2022 The financial year ends in one month. Don’t leave things to the very last minute. https://www.lightbulbwealth.com.au//winter-means-the-end/

01.01.2022 If you have been following the financial news lately, you will probably have heard people talking about a potential ‘black swan event.’ They are usually referring to the Coronavirus. But, what’s all this about black swans? https://www.lightbulbwealth.com.au/2020/02/black-swans/