About Us

Achieving your financial goals starts with clarity — understanding exactly where you are today. Just like constructing a building requires careful planning, surveying the land, understanding the environment, and adhering to local regulations, building a secure financial future requires the same level of insight and structure.

At Bright Advice Partners, we believe a balanced life is the foundation of long-term success. That means aligning personal aspirations — like family, education, health, and lifestyle — with professional ambitions such as career growth, income, and performance. Financial soundness is about maintaining that balance through a strategic approach that reflects what’s truly important to you.

Our role is to help you set a clear direction, define meaningful objectives, and navigate the journey with confidence.

Our History

Our story spans over six decades of service, relationships, and evolution.

The roots of our business date back to the 1960s, when we began providing insurance and superannuation advice under the names Corporate Benefits and later CB Financial. Through the 1980s and 1990s, we developed a strong reputation for helping individuals and businesses manage their risk and retirement planning needs, particularly with self-managed and corporate super funds.

The early 2000s marked a shift towards wealth creation and comprehensive advice. A significant milestone came in 2004 with the acquisition of Asteron Life’s share in the business and the merger with a financial planning arm of an accounting and business advisory practice. This transformation brought a realisation: while traditional solutions were strong, clients needed a structured, strategic approach that integrated both their personal and business goals.

In 2019, we began a merger with long-time friend of the business, Jamie Ogden, and his practice, Bright Advice. Although Jamie’s untimely passing meant the integration was never fully realised, we were honoured to continue caring for his clients and carry forward his legacy.

In 2025, key members of our team completed a buy-out, assuming 100% ownership of the business. This change led to a review of our structure and brand, culminating in a new name — Bright Advice Partners — which reflects our long-term vision, commitment to quality financial advice, and the enduring legacy of our friend Jamie.

Today

From our beginnings as a boutique insurance and superannuation firm, we’ve grown into a modern, full-service financial advice practice that supports clients across all stages of life and business.

We now operate from offices in Brisbane, Brendale, and the Sunshine Coast, and work with clients throughout Queensland and across Australia. Whether our clients are planning for retirement, growing a business, buying their first home, or simply seeking peace of mind, we offer advice that’s personal, proactive, and built for long-term outcomes.

What hasn’t changed is our commitment to relationships. We believe financial advice is not just about numbers — it’s about people, goals, values, and conversations that matter. That’s why many of our client relationships span decades and generations.

The Future

Bright Advice Partners is always moving forward. We’re committed to developing our team, enhancing our services, and embracing innovation to stay aligned with our clients’ changing needs. As you move through different stages of life, we aim to be your constant — offering clarity, strategy, and peace of mind along the way.