Thrive Plan Packages

Not sure where to start?

We have bundled our most popular services into the packages outlined below. If you are unsure if your financial planning needs can be met within these packages, get in touch and we can tailor our services specifically for you.

INSURE

Insurance Only package aimed to review your current insurance policies.

  • Statement of Advice – SOA
  • Needs Analysis
  • Implementation

ALIVE

A package aimed to review your current insurance policies.

  • Statement of Advice – SOA
  • Preparation of up to 4 tailored strategies
  • Needs Analysis
  • Insurance Review
  • Implementation

STRIVE

Wanting to take your investments to the next level? This package will help you Strive toward it.

  • Statement of Advice – SOA
  • Preparation of up to 6 tailored strategies
  • Needs Analysis
  • Insurance Review
  • Implementation

THRIVE

For the complex investor, this package will not only help you Thrive, but also your investments.

  • Statement of Advice – SOA
  • Preparation of 8 plus tailored strategies
  • Needs Analysis
  • Insurance Review
  • Implementation

Thrive Plan offers the following Ongoing Advice Packages:

ALIVE

The Alive package is suggested if total Funds Under Management (FUM) is greater than $300K.

  • 1 strategic annual advice review
  • Access to dedicated service team and financial advisor
  • Investment portfolio review and report
  • Estate planning review
  • Access to seminar programs
  • Regular videos to keep you informed and educated on financial matters.

STRIVE

The Strive package is suitable if total Funds Under Management (FUM) is greater than $800K.

  • Everything in the Alive package plus
  • Additional meeting with senior financial advisor
  • Two investment portfolio reviews and reports
  • Priority access to dedicated team and financial advisor.

THRIVE

The Thrive package is tailored for clients Funds Under Management (FUM) is greater than $2M.

  • Everything in the Strive package plus
  • Unlimited meetings as requested with senior financial advisor
  • Four investment portfolio reviews and reports
  • Review of Centrelink schedules (if applicable)
  • SMSF strategy and current investment review.

Need a personalised solution?

Initial Advice Fees and Services

To help get your journey started, we advise we may request an initial deposit to begin the advice process. The remaining portion will be billed upon advice presentation.

STATEMENT OF ADVICE – SOA
A financial plan outlining strategies and products tailored to meet your personal needs, goals and objectives.

STRATEGY PLANNING
In-depth planning and research to ascertain financial products and formulate strategic strategies in line with your best interests.

NEEDS ANALYSIS
A needs analysis that incorporates your desired lifestyle, personal needs and current financial circumstances.

INSURANCE REVIEW
Review of your insurance policy(s), factoring in your current circumstances (financial and lifestyle) to ensure your cover continues to meet your needs.

IMPLEMENTATION
With your permission, we will action the strategies outlined in your SOA, so you don’t have to! We submit and follow up forms on your behalf, liaise with insurance providers, establish and/or alter superannuation and investment accounts.

Our promise to you.

  • That we will not give you boring accounting reports to look at.

  • We will give you reports that you can understand and get value from.

  • We will do what we say we will do.

  • We will be forward thinking and supportive in our advice.

  • You will not become a number, we will keep our personal touch.

  • We will always innovate.

  • Our advice will be common sense and fit for purpose – we won’t ask if you’d like fries with that.

Thrive Plan Pty Ltd ABN 69 611 096 470 is a Corporate Authorised Representative (ASIC No. 1256624) of GPS Wealth Ltd | Australian Financial Services Licence 254544 | ABN 17 005 482 726.

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Thrive Plan Pty Ltd ABN 69 611 096 470 is a Corporate Authorised Representative 1256624 | GPS Wealth Ltd | Australian Financial Services Licence 254544 | ABN 17 005 482 726  | www.gpswealth.com.au | Tel: (02) 8074 8599

Start to Thrive

You may be surprised by how quick we get back to you. We pride ourselves on our response rates. Try us…

Orange Office

8 McNamara Street, Orange NSW 2800

Open Hours

Monday – Friday: 8:30am — 5pm