We help people unlock their money to build a better life
A creative approach to financial planning
We’re Brightside Planning, the modern alternative to traditional and unimaginative financial planners. We take the power of smart investments and financial strategy and combine it with what really matters – getting the most out of life. Talk to usabout how we can help unlock your life & money.
We work with families across generations to make sure their assets are managed, distributed and transferred in a way that supports the goals of everyone involved. We also provide insight and advice around any tax implications that come with assets being shared within your family.
The couple turned to Brightside Planning to help assess their financial situation and set about creating a plan for the future. By looking at their assets, income potential and financial protection products they were able to see the future through a new set of eyes.
They learnt that it would be possible for them to spend two years travelling the world, exploring the places they have always wanted to visit. Their travels took them to Cambodia, Equador, Galapogos Island and Thailand.
After David passed away, Belinda continued to work with Brightside Planning to keep her financial plan on track. This gave her the confidence to make important life decisions.
Russell has always counted the pennies, always conservative with money. After meeting with Brightside Planning, Russell and Sharen’s perspective started to shift. They spent five hours talking about life, goals and how they see the future. By the end of the meeting they began to realise that following the ‘standard’ life plan wasn’t the only way.
It was quite the wakeup call. With a new outlook, they began to work on a new financial plan that was structured around fun – not just figures.
When they first met with Brightside Planning their goal was clear. They wanted to travel Europe on their bikes. The challenge was how to achieve that.
By looking at their life and business as a whole, Brightside Planning suggested that they realise the value they had built up in their business by putting it up for sale. This would realise enough money for them to stop working and start enjoying life.
With the business sold and their assets reorganised, they set about planning the trip of a lifetime.