You’re doing well, but not sure what move to make next?
You’ve worked hard to build momentum. You’re saving, investing, or reducing debt, but you’re not sure where to focus next.
At Thriving Wealth, we help people who’ve built a strong financial foundation gain clarity, take control, and create a personalised roadmap to financial freedom.
Our approach is strategy-first and lifestyle-focused, delivered by a multi-award-winning team that genuinely cares about your long-term success.
We’d be the right fit if you:
You’re earning well and saving, but want to be more strategic with your next step
You’re busy with work or business and want expert guidance you can trust
You feel financially stable, but wonder if you’re truly making the most of your position
You’re navigating a significant life stage, like:
Starting a family
Managing a windfall or inheritance
Selling a business or investment
Planning for retirement or a career pivot
You want a plan that balances lifestyle, freedom, and long-term outcomes
If any of this sounds like you, book a free intro call below—we’d love to hear your story.
How We Help Clients Build Confidence, Clarity and Control
Here’s what real clients say after working with Thriving Wealth.
Lauren | Young Family
Meet Lauren, a mum of two boys who wanted to live and create a financially free life for her and her family.
Rob & Terezija | Pre-Retiree
Meet Rob & Terezija, parents of older children who lacked clarity and direction for their financial future.
Multi-Award-Winning, Industry-Leading Advice
Led by Australia’s 2024 Financial Adviser of the Year, John Cachia.
We’re proud to be consistently acknowledged for the results we help clients achieve.
Here’s What Happens After You Book
STEP 1: Free Intro Call (15 minutes)
We’ll ask a few key questions to understand where you’re at financially, what matters most to you, and where you feel stuck or uncertain. It’s a chance for us to listen and see if we’re the right fit.
STEP 2: Free Discovery Meeting (60 minutes)
If it makes sense, we’ll book a deeper session to explore your goals, income, expenses, assets, debts, and opportunities. We’ll also unpack your expectations, mindset, and money story, and discuss what you want your future to look like. You’ll get a feel for who we are, how we build wealth, and what partnering with us can look like.
STEP 3: Personalised Financial Roadmapping Session (90 minutes)
If you’re ready to move forward, you’ll work directly with John Cachia, Australia’s Financial Adviser of the Year, to map out your tailored financial strategy.
In this session, you’ll receive:
A full audit of your current strategies
A clear plan for your lifestyle goals and financial priorities
Expert insight into trade-offs and strategic decisions
Forecasts using industry-leading modelling tools
A Partnership Proposal built around your personal journey
This is where clarity turns into confidence—with the guidance of one of the nation’s most awarded financial advisers.
STEP 4: Ongoing Advice Partnership
If you love the roadmap, we can partner with you long-term to help implement your strategy, optimise your position, and grow your wealth with confidence.
No pressure. Just real conversations and a clear path forward.
You’ve worked hard to get to where you are.
Whether you’re building momentum or have already achieved success, you deserve a plan that helps you live and build wealth on your terms. Let’s help you take the next step — with clarity, strategy, and a team behind you.
Trusted. Awarded. Proven.
Our clients trust us. The industry recognises us. Here are a few moments we’re proud of.
