
The businesses of Bayside are built on personal journeys and community support, and today we’re celebrating a local financial planner who turned his lifelong industry experience into his own practice, helping clients move from financial worry to confidence about their retirement future.
Day 26 of Businesses of Bayside
Celebrating the local legends who make our community thrive! Today, we’re featuring Ali – Financial Planner from Brighter Future Financials.
Website: Brighterfuturefinancials.com.au
Here’s his story…
When did you start your business?
October 2023.
What inspired you to start your business?
When I was younger, I never thought I would be one of those people that had their own business. I always thought it was out of my reach. Having worked in the finance industry for most of my life, I have built a strong community who inspired me to believe in myself and take the leap of faith and start my own business.
What is your business philosophy?
I believe my clients should feel confident and in control of their journey so I focus on providing clear guidance, educational resources, and regular check-ins to ensure they have the clarity and support they need every step of the way.
What is the most rewarding part of your business?
For me it’s about helping my clients build a brighter future. I love seeing them have that moment where they go ‘oh I don’t need to worry now’. We are now living longer, so our retirement life is nearly the same period of time as our working life, so it is a great sense of satisfaction when a client moves from a place of worry, to feeling they can make it.
What is one misconception people may have about financial planners?
That we are just in business to sell products. For me always, strategy is first, products second. I work with my clients to understand their retirement vision and what I can do to help get them there. Only once we have a strong strategy set do we start talking about products – the products support the strategy, not the other way around.
Is there a local Bayside business you love and want to shout out?
Yes, the team @ce_family_law
Let’s support local! If you love businesses like Ali’s, check out the website and spread the word!