Our services
Retirement planning for a secure tomorrow —
helping you navigate your golden years.
Investment Management
Our comprehensive services cover the entire investment spectrum—from strategic planning to execution and ongoing management. Guided by a rigorous governance framework, the Brilliant Investment Committee, composed of executive members, seasoned researchers and independent advocates dedicated to protecting the financial interests of pre-retirees and retirees.
Income Planning
Specialising in creating robust strategies for passive income generation, we ensure a stable and predictable income stream for retirees. This includes optimising withdrawals from retirement accounts and employing a diverse range of vehicles and other income-generating investments to support a comfortable lifestyle in retirement.
Estate Planning
We assist in planning for the transfer of assets in a manner that honours your wishes and preserves your legacy. Our services extend to updating wills, establishing trusts and coordinating with legal professionals to ensure all estate and legacy planning is both comprehensive and compliant with current laws.
Tax Optimisation
We provide guidance on minimising tax liabilities to maximise retirement savings. We care about your after-tax income, not before tax, as this is what really matters in retirement. Our strategies involve smart withdrawal planning, investment choice considerations and managing required minimum distributions in a way that reduces tax impacts and preserves wealth.
Connect with us
We don’t seek to differentiate ourselves by what we do, rather we just want to do what is right for every family we work with. We want to work with good people and do so over multiple generations of your family.