Business Details
12 Years
experience
Trusted Financial Advisers in North Lakes
Thrive FS has been dedicated to empowering clients through comprehensive financial solutions since 2014. Our team of seasoned professionals combines expertise in financial planning, accounting, and investment strategies to deliver personalized advice tailored to individual circumstances. With a focus on wealth creation, protection, and tax-effective strategies, we work collaboratively to address both personal and business financial needs. Our commitment to ongoing education ensures we remain at the forefront of industry developments, providing clients with innovative solutions. Backed by Australian Financial Services Licensee status, we prioritise transparency, ethical practices, and long-term client relationships.Our multidisciplinary approach allows clients to access accounting, mortgage broking, and superannuation services under one roof. Through regular strategy reviews and a client-centric philosophy, we help individuals and businesses navigate complex financial landscapes. Our proven track record includes assisting pre-retirees, property investors, and small business owners achieve their financial goals. With offices in North Lakes, we serve clients across Queensland with localised expertise and national regulatory compliance. Our team's combined decades of experience in taxation, SMSF management, and investment planning positions us as trusted advisors in the financial services sector.
Services
Financial Planning
Wealth Creation
Investment Advice
Personal Insurance
Superannuation
SMSF Services
Retirement Planning
Business Accounting
Tax Returns
Mortgage Broking
Details
- Year established: 2014
Highlights and features
- We offer tailored financial strategies developed by multi-qualified professionals with industry-specific expertise
- Our integrated approach combines accounting, financial planning, and mortgage broking services under one roof
- We provide ongoing strategy reviews to ensure financial plans adapt to changing life circumstances
- Our team holds advanced qualifications including Master's in Financial Planning and Tax Agent registrations
- We specialise in complex areas like SMSF property investments and transition-to-retirement strategies
What people say
Excellent financial advice
Second to none service
Expert advice appreciated
Grown business successfully
Comfortable retirement planning
Services
Financial Planning
Our financial planning services create tailored strategies for wealth creation and protection. We assess individual circumstances, risk tolerance, and long-term goals to develop comprehensive financial roadmaps. With expertise in retirement planning and tax-effective structures, we help clients navigate complex financial decisions while ensuring compliance with regulatory requirements.
Superannuation
We specialise in optimising superannuation strategies to maximise retirement outcomes. Our experts review existing arrangements, recommend appropriate investment options, and implement tax-efficient contribution strategies. We provide ongoing management to ensure compliance with evolving regulations while helping clients achieve their retirement income goals.
SMSF Services
Our SMSF specialists assist with fund establishment, property investments, and compliance management. We provide holistic advice covering administration, auditing, and investment strategies tailored to individual retirement goals. Our integrated approach ensures SMSF structures align with broader financial plans while maintaining ATO compliance.
Business Accounting
We deliver comprehensive accounting solutions for businesses including tax compliance, BAS preparation, and financial reporting. Our team provides strategic advice on business structures, tax minimisation, and cash flow management. With expertise in corporate tax and international tax frameworks, we support businesses through all growth stages.
Investment Advice
Our investment advisers create diversified portfolios aligned with client risk profiles and financial objectives. We offer ongoing portfolio reviews, asset allocation strategies, and performance monitoring. With access to a wide range of investment products, we help clients build wealth through informed investment decisions while maintaining appropriate risk parameters.
People
Mark Moller
Financial Planner
With a Master's in Financial Planning and mortgage broking qualifications, Mark specialises in retirement strategies and investment planning. He combines technical expertise with clear communication to help clients achieve financial goals.
Leah Norbury
Accountant
A qualified tax agent with a Bachelor of Business, Leah specialises in SMSF management and property investment taxation. Her expertise in business structuring and compliance supports both individual and corporate clients.
Kathy Moore
Tax Accountant
With 20 years' experience in tax accounting, Kathy provides expert advice on income tax matters and compliance. Her attention to detail ensures accurate tax return preparation and strategic tax planning solutions.
Questions
What financial services do you offer?
We provide financial planning, superannuation advice, SMSF management, business accounting, tax services, and investment advice tailored to individual circumstances.
Can you help with SMSF property investments?
Yes, our experts assist with SMSF property purchases, loan structuring, and compliance management to ensure investments align with retirement goals.
Do you offer business accounting services?
We provide comprehensive business accounting including tax compliance, BAS preparation, cash flow management, and strategic tax planning for companies.
What retirement planning options exist?
We offer transition-to-retirement strategies, superannuation optimisation, and tax-effective retirement income solutions tailored to individual needs.
Videos
Reviews (4)
Lisekho Nzimande
Oct 20, 2021
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If you have not invested with Mrs Hendrick Jennifer, then you should not give up on trading yet because you have not invested with the best forex and trading expert. This is my third time trading with the wrong person on a wrong platform until I found out about Mrs Hendrick Jennifer. She did a marvelous job with my $1,000 and I earned $10,850 in… 7days. She's an expert to trust 💯 legit and fast payout of profits. She's trading for me on the 5th time. You have proven to me Mrs Hendrick Jennifer that trading pays and i will forever be grateful. God bless you ma'am. Reach Mrs Hendrick
Umeh Nkiru Stella
Oct 13, 2021
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It will be bad to keep this alone to myself I came across the best binary expect ever Mrs Kelly Robert who really help me to invest, she is very honest and diligent in her work. All I did was invest $500 and within few days she made $7000 profit for me. Contact her via her Email:Kellyrobert11009@gmail.com Whatsapp:+1 (925) 414‑5596
Ekeh Precious Chidinma
Oct 13, 2021
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I have been seeing this post everywhere and a lot of investor's keep saying ''reach out to her''. eventually I did and it turns out to be legit I followed her instructions and i invested and within a week I started seeing good results. Last week l made a successful withdrawal. This get me attracted a lot. Thank you very much. you can contact her via whatsapp and see your self👇👇Email:Kellyrobert11009@gmail.com or WhatsApp:+1 (925) 414‑5596
Luke Shield
Oct 03, 2016
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I use Thrive for both accounting and financial planning, and the service from the entire team has always been top notch. I've been dealing with their financial planner for over 10 years, and in that time the advice provided has been exceptional, and we have Mark to thank for our current financial position - as do many of our family member and friends. Highly recommended.
