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Plan for Life, not just retirement

BrightPlan provides personalized financial advice based on your unique life goals to help you plan and invest for a brighter future.


Visualize a beautiful life. Achieve it with BrightPlan.

Discover your dreams, build a financial plan to reach them, and implement it automatically.

Persona Form

Uncover your life goals.

Introducing your new financial advisor.

Our advanced software creates a financial plan tailored to your goals. Every goal gets its own risk profile, timeline, portfolio and investment account.

How It Works

Putting You First

The first digital advisor certified for fiduciary excellence.

We're always looking out for you, not for sales commissions, kickbacks or hidden fees. Certification by the Centre for Fiduciary Excellence (CEFEX) means we adhere to the highest standards to act in your best interests.