Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Get in Touch

Call 02 9054 1230

Our Location

Level 57, MLC Centre, 25 Martin Place,
Sydney NSW 2000

Mailing Address

PO Box 976, Broadway NSW 2007

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Vachan Wealth Management Pty Ltd ATF Life Plan Financial Group Unit Trust Trading as Thrive Financial Group (AR) 1273663 is an Authorised Representative(s) of Authorised Representatives of Godfrey Pembroke Group Pty Ltd ABN 38078629973. AFSL 245451.

General Advice Warning

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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