Our Principal Adviser

Patrik Vachan

My personal philosophy is to treat everyone the way you would want to be treated. My passion is my family and experiencing adventures together. My other passion is Financial Planning, in fact I’d rather work on a spreadsheet than write my bio.

I believe;

• life is better when everyone wins
• simple is powerful
• you should say what you’re thinking
• the size of your dream should scare you
• dreams can be reality in advance
• your health is important
• in starting right now
• our actions speak louder than our words
• the way we treat each other matters
• the only award worth winning is our clients praise
• in blazing a trail.

A little bit more about myself:

I moved from Montreal, Canada to Sydney with my Australian wife in 2007. My wife works in clinical research at USYD. We have one teenage son. I studied a Bachelor of Business Administration in Montreal and obtained my Masters of Business Administration (MBA) from UTS here in Sydney. I also hold a Commerce Degree from Vanier College in Montreal, a Diploma and Advanced Diploma of Financial Planning and Self-Managed Superfund specialisation in Sydney, and a certificate from a Strategic Leadership Program at Stanford University Graduate School of Business. I have been working in the industry since 2007 and advising clients since 2010.

Our values

The 3 core values of Thrive Financial Group were determined by our team and underpin our business. They provide the framework for how we work with our clients and each other.

Partnership

Here, partnership isn’t token, it’s our bread and butter. We thrive on weaving a connection with clients that goes beyond numbers. Your goals become ours, your victories, our high-fives. It’s not just business; it’s a shared journey where we grow together.

Integrity

In our financial realm, integrity reigns supreme. Beyond transactions, it’s the bedrock of trust. We navigate with unwavering honesty and authenticity, ensuring your financial journey rests on a foundation of credibility. Because in our world, professionalism isn’t just a suit—it’s a commitment to your financial well-being and peace of mind.

Excellence

Excellence defines us. In Financial Planning, it’s not merely a goal; it’s our most basic standard. We pursue perfection with precision, ensuring your financial future is crafted with expertise and care. Our commitment to excellence transcends Financial Planning.