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Live Abundantly

A brighter tomorrow doesn’t have to come at the expense of a beautiful now.

With BrightPlan it’s about living well today, while planning well for the future. It’s about simple, innovative, goal-based financial planning that has your best interests at heart.

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Visualize a beautiful life. Achieve it with BrightPlan.

Discover your dreams and build a financial plan to reach them.

  • Explore Europe
  • Start a Business
  • Retire in Style
Persona Form

Uncover your life goals.

Introducing your new financial advisor.

Our advanced software and experienced advisors create a financial plan tailored to your goals, and implement it automatically.

How It Works
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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.

CEFEX