At Thrive, we're building a supportive environment where we can openly discuss your relationship with money, explore your financial habits, and work together to achieve your goals with confidence and clarity.
I have over a decade of experience in financial planning, assisting numerous families with wealth protection, investments, and estate planning. Despite offering technically sound financial plans, I noticed that not all clients were able to follow through. Talking to these clients revealed that their difficulties often originated from their past experiences with money, childhood habits, and attitudes toward risk and spending. Motivated to address these underlying issues, I founded Thrive Wellness to enhance the financial wellbeing of my clients. As a Money Habitudes Program Practitioner, I utilise the Money Habitudes cards to initiate discussions about money. Combining this with my experience as a financial planner, I integrate both emotional and rational perspectives to guide my clients towards their financial goals. Knowing yourself is the first step to a positive change.
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