Welcome to Brighter Future Financials!

What we offer

  • At Brighter Future Financials, we simplify the process and prioritise what’s important to you. We listen closely, speak plainly, and create custom strategies. Your interests always come first with a transparent fee-for-service model. We will work with you, fostering open communication and active participation, empowering you toward a brighter future. 

  • The earlier you start the more likely you are of achieving your goals. If you are looking to maximise your success of a Brighter Future, starting early is the key!

  • At Brighter Future Financials, we understand that retirement is personal and unique. The question of how much you need to retire on doesn't have a one-size-fits-all answer. Different people have different visions for retirement, from full leisure to part-time work. Factors like spending habits and desired luxuries can influence your retirement goals. We will listen to your aspirations and tailor the approach to your preferences. We understand that your journey to retirement is just as important as the destination. With more than two decades of experience we will guide you through retirement planning and provide personalised strategies. Our commitment is to work diligently to assist you achieve your financial goals while enjoying a fulfilling retirement.

Check out my videos titled, “Did you know.” These videos break down financial planning concepts in simple, understandable terms.

"Did you know" - Superannuation withdrawal options

"Did you know" - Investment asset classes

"Did you know" - Life insurance

Retirement Planning

  • Superannuation Contribution Strategies

  • Cash Flow Analysis

  • Budgeting

  • Tax Minimisation Strategies

  • Estate Planning

  • Self-Managed Super Fund

Personal Insurance

  • Life

  • Total Permanent Disability

  • Critical Illness

  • Income Protection

  • Business Insurance (Buy/Sell & Key Person)

Investments

  • Direct Shares

  • Managed Funds

  • Exchange-Traded Funds

  • Education Funding

My Journey

Once I graduated high school, I moved to California to play college tennis. It was at University I discovered my passion for financial services. After graduating with a Bachelor of Science (Majoring in Finance) from California State University, Northridge; I spent the next 15 years in the U.S.A. predominately working in the Financial Services Industry. I returned to Australia in 2010, and continued my passion in Financial Planning. I specialise in providing tailer-made solutions by understanding what is important to the client and catering to their individual needs. I engage closely with other professional advisers and consultants such as accountants, Estate planning lawyers, Family lawyers and the like to ensure I provide holistic solutions. 

©Brighter Future Financials Pty Ltd (ABN: 92671179150) is a Corporate Authorised Representative No 001306085 of Advice Assist Australia Pty Ltd ABN: 50 616 870 092, AFSL 496692.  Please click the link for our FSG & privacy policy.

The Financial Planning Process

Let’s work together

Let’s start the dialogue with a free initial consultation.

You can also contact me on 0422 932 004

Email: ar.bff@outlook.com

Testimonials

  • "Ali remains our trusted adviser throughout our retirement since helping us transition to retirement over 5 years ago. We have been more than happy with the attention to our circumstances leading to solutions within a timely manner. The advice accurately reflects our discussions towards agreed upon actions. We would like to thank Ali for his patience as he always ensures he’s available to answer our questions. We have no hesitation in recommending Ali Roshan to anyone requiring financial advice and guidance."

    Graham & Lena

  • "Ali Roshan has been our Financial Planner for the past 7.5 years. Ali consistently provides professional and personable services. We have sought his guidance and seen the benefits and results of our financial plan over time. He is extremely supportive and passionate about delivery and return on our investment. Ali’s strategy and guidance is focused on our best interest, and we thank him very much for his ongoing support. I would definitely recommend him to others."

    Pam & Barry

  • “As clients of Ali Roshan, we are impressed with his knowledge, responsiveness, and professionalism. He can clearly explain market concepts and is focused on tailoring investment recommendations to our specific needs. As a retired couple we find him invaluable in navigating the machinations of superannuation and pension funds as well as new investment platforms. He is a pleasure to work with and we highly recommend him as a Financial Planner.”

    Jude & Hans

  • “We have known Ali for a couple of years and have always found him to be very helpful, knowledgeable and honest. We would have no hesitation in recommending him as a financial advisor.”

    Ian & Glenda