Better Investing.

Welcome to a suite of next generation investing strategies, advice and products that match who you are and where you want to go.

Who are you?

Let’s start with 2 ways to consider your preferred investment approach:

Where you are now?

  • This typically refers to when I am new to investing. I might be less familiar with the market and am in the process of learning the basic principles and strategies of investing.

  • This describes my phase of having gained some experience in investing and making progress in accumulating wealth and building my investment portfolio

  • I am approaching retirement age. My investment strategies might be more conservative, with a focus possibly on capital preservation and generating stable income.

Where’s your investing comfort zone?

  • This refers to when I prefer actively managing and adjusting my investment portfolio. I might pay more attention to market trends, asset allocation, and regularly rebalancing my investments.

  • In this approach, I tend to adopt a more passive approach to investment strategy and management.

  • This describes a beginning stage or newcomer status in investing, where I have relatively little knowledge and experience in the field and may require more guidance and education to develop investment strategy.

We will look at some of the investment options we facilitate access to below.

If you would like help assessing these factors in light of your personal situation, feel free to reach out to our team.

Unique possibilities

Brightday has an exclusive partnership with Pearl to give you a unique power to unlock your potential.

Pearl offers truly holistic suite of investment options to deliver exceptional client wealth outcomes, practice efficiency, sustainable profit and value.

Market-leading Investment, Super & SMSF Wealth Management Platform.

Founded in Australia in 2016.

Specialist Managed Account provider and pioneer in Managed Account (MDA).

Actively managed with full transparency of holdings, transactions and structure.

A comprehensive suite of bespoke Managed Portfolios and funds.

Outperforming benchmarks and competitors.

Refined rigorous research process and accountable management system delivering strong historical returns across the full suite.

Industry best-of-breed compliance, service and technology.

Key Products and Services

Pearl 3.0 in 2024

  • direct investing with virtual accounts

  • Pearl founders fund and Pearl income fund

  • access to exclusive investments through fractional ownership

  • AI-assisted investment research and recommendations

Pearl Managed Portfolios

  • multi-asset (conservative, balanced, growth, high growth)

  • sector (Aussie, emerging leaders, income, international, alternative)

  • available under IMA and MDA

Lasting Performance

Performance is one thing, sustained over years is another.

Since inception, Brightday portfolios have delivered returns in the top quartile of Fund Managers in Australia.

Comparison update on 05/08/2021 Data is extracted from Chant West. Pearl Super Portfolios are liquid and only contain listed assets. We do not hold unlisted assets and do not apply “in-house pricing". Pearl Super Admin Fees are not included in the return above. Pearl Super admin fees are 0.30% or under, and are capped, depending on portfolios size.

Pearl Funds Management, an authorised representative AFS Rep No 001254808 of Banyan Securities Pty Ltd AFSL 484139

General Advice warning:

The information presented by us is general in nature and does not take into account your personal goals and objectives. It does not represent financial product advice. You should always seek independent legal and financial advice before making a decision in relation to a financial product. Read the Product Disclosure Statement (PDS) before making a decision. You should consider your own circumstances, needs and financial objectives before making a decision.