What does a financial planner do?
Our financial advisors are here to assist you with your retirement planning options, Needs Analysis, current insurances review, superannuation reviews and to help you build wealth for the future.
How do I know when I need a financial planner?
If you have a change to your personal circumstances e.g buying your first home, starting a family, received an inheritance, are a business owner or if your Super Fund balance is nearing or over $200,000 it may be a good time to see a Financial Planner.
What type of experience and training do you have?
Our licenced advisors have met all industry requirements to give you advice and have passed their FASEA exams. All of our Thrive Plan employees also have post graduate degrees.
What is ethical investing?
Ethical Investing, also known as ESG investing, allows you to invest in a way that aligns with your values and ethical preferences. It ensures your money is invested in companies that are actively doing the right thing by its employees, the environment and society as a whole. Some key areas include climate change, equal opportunity, gambling, tobacco and the UN’s Sustainable Development Goals.
Can you set up Self Managed Super Funds (SMSF)?
Yes we can! If you are interested in setting up a SMSF book an appointment with a member of the Thrive Plan team and we can help you establish whether a SMSF will be the right way for you to invest your super.