Better pathways to build your wealth.
Creating better pathways to your financial future.
2 essential considerations on your journey to wealth:
Personalised Wealth Pathways
Regardless of your financial starting point – whether you're already managing substantial assets, just beginning your wealth-building journey, or somewhere in-between with varying degrees of disposable income and saving capacities – there's a wealth pathway uniquely tailored to your situation.
Leveraging Modern Financial Tools and Products
In today's era of advanced digital services, electronic transactions, and the transformative power of big data and AI, your journey to wealth extends far beyond traditional methods like superannuation funds or stock investments.
We're committed to providing access to these cutting-edge technologies and high performing products to provide an integrated approach to your financial management.
“Our goal is to maximize your financial outcomes, harnessing the full potential of innovative financial tools and proven products to create a comprehensive, efficient and personalized wealth-building pathway that delivers for you.”
“Okay, so how can I access truly modern pathways to wealth?”
Our approach is designed to empower you to align with your situation and goals, ensuring that everyone has access to a strategy that fits their needs and optimises every aspect of your financial life.
To deliver this for you, at Brightday we’ve built a unique platform which brings together 7 critical success factors which working together help us provide better pathways just for you.
Values
At first glance this may seem pretty meaningless because everyone talks about ‘values’, but we do more than that. Like Google’s original “Do no evil” ethos, everything we do, particularly the products, technology, systems and people that we bring to assist you are based on our values of Trust, Proactivity, Support.
Learning
While we have great people and technology to hold your hand and guide you, all of us will be more effective and efficient the better informed and the greater your level of understanding, awareness and knowledge of financial and investment topics and trends is. So we’ve developed a program with innovative teaching elements to help you improve and sustain your knowledge over time.
Tools
We stay across new developments in the type of financial services available and how they are accessed to make sure they fulfil your needs and provide the long-term performance and protection you need.
Savings
A key part of the financial equation is the expenses side and we’ve looked closely at how we can help you maximise your outgoings to drive your dollars further. That doesn’t just mean cutting back or improving tax arrangements (which may be appropriate) but also helping you get more for dollars spent through better value, savings or rewards.
Advice
We help you find the best pathways and strategies just for you, through our team who can lead you or enable you to do it your way with assistance and backup. The way our team works is driven by our values of trust, proactivity and support.
Investment
At Brightday we expand your investment options beyond the usual choices by enabling access to special funds, strategies and models that are difficult for many to reach. These are integrated with practical tools and expert advice to enhance their effectiveness and efficiency deliver long-term, superior results and help you achieve your financial goals.
Compliance
We were appalled to hear about some of the industry behaviour exposed in recent years and while we were founded on customer-centric principles which include always working in your best interest, we doubled down on how our values are implemented in day-to-day activities and decision-making. We have a team dedicated to compliance and who are empowered to say something and do something wherever they see the need – and at the same time our complete team are working within frameworks that promote trust, proactivity for customers and support and service.
Did you notice that we didn’t even talk about performance or returns on this or that individual fund or investment above?
Why not?
Simply because looking after our customers with consistent actions driven by a culture based on our values of trust, proactivity and support, which is bolstered by coordination and integration across the six other success factors delivers a net outsize performance over time.
“Sounds good, how can I find out more?”
We’re happy to talk and help you get on the pathway to a brighter day!
Please schedule a call with our team here.
