ph: 08 8271 7150
We are Garry and Ellie, the Directors and Senior Financial Planners dedicated to helping you achieve financial success and peace of mind.
We want to provide a fresh look to financial planning with the goal of making wealth creation something that our clients are excited about and look forward to learning about.
With a combined experience of nearly 30 years in the financial planning industry, we bring a wealth of knowledge and expertise to our clients. Throughout our careers, we have worked in various roles, gaining invaluable insights into the intricacies of personal finance and investment strategies. Now, as co-founders of Thrive Wealth Partners, we are thrilled to guide individuals and families on their financial journey.
Our passion for financial planning stems from witnessing the transformative impact it can have on people's lives. We believe that everyone deserves to feel confident and empowered when making financial decisions. By providing personalized advice tailored to your unique circumstances and goals, we strive to demystify complex financial concepts and help you navigate the ever-changing financial landscape.
As senior financial planners, we place a strong emphasis on building long-lasting relationships with our clients. We understand that trust is the foundation of any successful partnership, and we work diligently to earn your confidence. By taking the time to listen and understand your aspirations, concerns, and dreams, we develop customised strategies that align with your vision for the future.
At Thrive, we take a holistic approach to wealth management. We consider all aspects of your financial well-being. By taking a comprehensive view of your financial situation, we can create a roadmap that helps you achieve both your short-term and long-term objectives.
We are firm believers in the power of education and continually invest in our own professional development to stay at the forefront of industry trends. This commitment ensures that we can provide you with up-to-date advice, incorporating the latest financial tools and strategies into our recommendations.
Beyond our professional roles, we are committed to making a positive impact in our community. Whether it's through financial literacy initiatives or volunteering our time and expertise, we believe in giving back and helping others achieve financial independence.
Thank you for considering our financial planning services. We are excited about the opportunity to work with you, understand your unique financial goals, and guide you toward a brighter and more secure financial future. Together, let's embark on a journey of financial success and create a legacy that lasts for generations to come.
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