Financial Advice that helps you build the life you want.
You’ve worked hard to build your wealth, now it’s time to make sure it’s working for you.
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Make smart decisions. Strategy to maximise your investments and accumulate wealth.
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Get clarity. Advice on where your money will work hardest to set you up for the long-term.
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Protect and build your legacy. Planning that safeguards your assets while giving everyone peace of mind.
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Helping you control and manage your retirement assets.
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Preparing for the next generation in a strategic and considered manner.
Plan wisely. Grow steadily. Thrive always.
Our promise to you
✔️ We will work with you to establish your goals
✔️ We will provide strategic direction and a comprehensive plan
✔️ 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
Meet the Financial Planning Team
Lucy Wright
Financial Adviser
Lucy holds a Master of Financial Planning, along with a Bachelor of Commerce and a Bachelor of Business. She works closely with individuals and families to develop tailored wealth and investment strategies designed around their long-term goals.
With a holistic, goals-based approach, Lucy combines strong technical expertise with clear, straightforward advice - helping clients feel confident and informed when making financial decisions.
Rachael Rogers
Servicing Associate
Rachael supports the Financial Planning team by helping manage client administration, coordinating key process and ensuring everything runs smoothly behind the scenes.
Known for her proactive approach, keen attention to detail, she helps keep clients informed and supported throughout the advice journey, while assisting the team to deliver a seamless experience for you.
Financial Planning Client
“It's been a really easy process.
Lucy and the team are very friendly, patient and easy to deal with. I would highly recommend the team at Thrive.”
PrimeWealth Pty Ltd ABN 81 127 580 858, Corporate Authorised Representative (ASIC 318155) of Paragem Pty Ltd
Australian Financial Services Licence 297276 | ABN 16 108 571 875.