Our Approach

"Avoid the "ostrich effect" and create more certainty, even when the finance market hits difficult times"
Step1

DISCOVERY MEETING

The Bright Wealth experience begins with you sharing your financial and lifestyle goals. We gain a thorough understanding of your current financial position and personal values. After our first meeting, we mutually decide whether Bright Wealth is the right firm to partner with you on this journey.

Step2

STRATEGY MEETING

After analysing your situation with our team, we meet again to outline the various strategy options available to you to strike a balance between desired lifestyle and building wealth. This session not only provides you with a range of possible solutions, but also answers many long-unaddressed questions, as we work through the options available to you.

Step3

DESIGN

Whether it is simple accounting procedures or a detailed financial plan, we will spend the time necessary to design the right strategy for your situation, before we move forward. At this point we will agree upon the optimum selection of strategies that together form your financial plan. This will place you in the very best position to achieve your desired outcomes.

Step4

IMPLEMENTATION

Your financial strategy will be designed to achieve positive outcomes immediately, whilst continuing to be dynamic and relevant to your life at any given time in the future. As your plan is set in to motion, we will undertake the administrative processes necessary to implement your agreed strategies.

Step5

REVIEW

Our review service is available to track legislative and market influences, and if you choose to, we can meet regularly to keep up to date with what is happening in your life. Your plan will remain flexible to reflect any life changes to ensure that your outcomes are still reached, regardless of what life throws at you.