Planning for life
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 us about how we can help unlock your life & money.

Our approach

OUR TOOLKIT

Business planning

If you own and run a business it is a big part of your life, not to mention your financial position. We build your business into your financial plan and can help with everything from growing the value of the business to succession planning. See more at Brightside Business.

Stories

Jim & Jenny

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.

MONEY MYTHS

Money Myths 2Always diversify

The idea that the only good portfolio is a diverse portfolio has been around for a long time. But there are many situations where being more narrowly invested can actually be a better approach.

Stories

Peter

Peter and his wife had put a lot of thought into managing their money, but it was never at the expense of enjoying themselves. They had always taken all the holidays they’ve wanted, many of which in a motorhome that has taken them thousands of miles.

They were worried that giving up work meant giving up the things they loved, but Brightside Planning helped them realise that didn’t need to be the case. What’s more, they showed them how it was possible to stay in their family home as long as they liked.

With a new financial plan, Peter was given the confidence to make some new investments including a couple of buy to let properties that would provide a steady income.

MONEY MYTHS

Money Myths 3You should always accumulate wealth

What’s the use of slaving away to build up assets that you won’t get to enjoy? A lot of our clients find out that it’s possible to enjoy the life they want with the assets they already have.

Stories

David & Judith

When David and Judith first met with Brightside Planning, they weren’t too sure what to expect. But what they experienced took them by surprise. They got into a long conversation about their plans, goals and what they wanted to get out of life. They felt like they could really open up and talk about anything.

Two meetings later, they realised that their pipe dream of moving to the coast wasn’t a pipe dream after all. They learnt that by restructuring their finances it could soon be a reality. However, the thought giving up work early did worry them. They didn’t want to have to live as penny pinchers – and that’s what they thought retirement would mean.

But Brightside Planning was able to show them how, with some smart investments, their life on the coast would be just as comfortable as it was now.

We're creative about financial planning. See what ideas we have for you
Lifetime cashflow
Life planning
Family finance
Smart Investments