Financial Planning
Healthy Body Healthy Mind Healthy Finances
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Financial Guidance to Help You Realise Your Dreams
Financial planning and advice is changing – and we’re the ones changing it.
Our experienced financial planners have one thing in mind – helping our clients to realise their dreams. Whether that’s to be debt free or you’re planning for a 12 month around the world adventure – we’ll work with you to provide a practical and realistic financial plan to get you there.
We become your financial partner; your team mate. We provide a financial service tailored specifically for you, with your unique financial needs and goals in mind. We pull on the sweat shorts, lace up our boots, and we run along beside you while we get you financially fit.
At Bright Future Financial, we take the stress out of your money and have you on your way to a healthy mind, healthy body, and healthy finances.
Our financial advisers can help you to:
- Plan for your retirement (start at any age!)
- Build your wealth
- Reduce debt and taxes
- Plan for the future
And, unlike others, we offer you our complete Financial Planning Service for a fixed one-off fee. No life-long commissions. Neat.
More money in your pocket.
At Bright Future Financial, we’ll help you achieve your specific lifestyle goals and help you plan your future. We’ll design a financial plan tailored to your situation and needs drawing on our wealth of knowledge and expertise.
Plus, as we’re not affiliated with any specific financial institutions, we will only consider your best interests when recommending products, giving you choice without the big price tag.
If you’ve just saved yourself money on the commissions, building your wealth further and protecting your loved ones is the next important part in building a brighter, healthier future for you and your family.
HOW OUR FINANCIAL PLANNING SERVICE WORKS
Prefer to call?
Call us on 1300 991 484 if you want to find out more about our financial planning service.
Meet and Greet
We want to find out what’s important to you, where you are financially and what are your short and long term financial fitness goals. We provide face-to-face and online financial advice – which means we can meet at your home (if you live in the Brisbane area), at our office, or online via skype.
Your Financial Fitness Assessment
Just like with any good fitness assessment, now it’s time we take your measurements and get a more detailed picture of your financial fitness.
We’ll review your assets, liabilities, insurance coverage, investments, and tax strategies to get a full reading of your overall financial health.
Create a Personal Financial Fitness Plan
Once we have all of your measurements, we can create your own personal financial fitness plan, also known as a Statement of Advice.
This will provide you with a clear focus of where you are, where you want to go, and the steps you will take to get there.
Review your progress and stay on track
It’s important for us to review your progress each month to make sure you stay on track. Because like every fitness journey, you’ll still find over time that your circumstances, lifestyle, and goals will change. And, when they do we’ll be there with you to adjust your personal financial plan and make sure it continues to meet your needs.