See your financial future clearly

At the heart of our goals-based financial planning approach is Brightstar. This powerful software is the ‘financial compass’ that helps us review where you are now, what you do, and your personal and financial circumstances. 

BrightStar allows us to:

• Clarify your goals: Understand and prioritise what matters most.
• Model scenarios: Visualise how decisions today impact your financial future.
• Tailor solutions: Create personalised strategies that achieve measurable success.

In this short video, Andrew Vaughan, Principal of Vaughan Wealth explains more.

We help you stay on course with regular check-ins and reviews. In this way, we can assess whether you are heading in the right direction, or your journey needs to be remapped.

Whether you’re optimising personal and business finances, preparing for an exit*, or managing intergenerational wealth, BrightStar provides the clarity and control you need to make informed decisions.

If you would like to find out more about our Goals-Based approach to Financial Planning or any of our other services, please contact us.

* Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.