Estate Planning Archives | Lighthouse Financial Group

Case Study: How a High-Earning Couple Created a Clear Path to Retirement – Without Compromising Their Lifestyle or Future Legacy

Financial PlanningBy Rachel Stevens June 6, 2025

A professional couple in their early 50s—let’s call them David and Sarah—had recently reached a significant financial milestone: their mortgage was fully paid off, and their children had completed secondary school.

5 Key EOFY Actions to Tie Your Wealth Plan Together

Financial Planning, Superannuation, TaxBy Rachel Stevens May 27, 2025

As the financial year draws to a close, many professionals find themselves in a familiar place: juggling tax planning, superannuation deadlines, and last-minute paperwork, while also trying to keep an eye on their broader financial goals.

Writing a Will? 4 nerve-wracking decisions you might face

Estate Planning, Financial Planning, WillsBy Daniela Miller November 28, 2023

Writing a Will can be a daunting — not to mention emotional — task. But without considering these questions, your efforts at end-of-life planning may be incomplete.

Case Study: How a High-Earning Couple Created a Clear Path to Retirement – Without Compromising Their Lifestyle or Future Legacy

5 Key EOFY Actions to Tie Your Wealth Plan Together

Writing a Will? 4 nerve-wracking decisions you might face

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