Rachael Yurko

Thrive Financial Services Pty Ltd

Gold
13 Yrs Experience
Palmview, QLD 4553
Thrive is a financial planning practice built on the idea that good advice should be simple - and not just for fancy folk. Being the boss of your money is easier than you think. You've got this.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 16
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Ethics and Professionalism in Financial Advice - Bridging Course
    • Life Insurance
    • Superannuation and Retirement Planning
  • Language spoken
    • English

Thrive Financial Services Pty Ltd

5 Valour St
Palmview, QLD 4553

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 1:30pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Mortgage And Financial Advisers Pty Ltd

AFSL 389206

4.85
16 Reviews
5
4
3
2
1
4.75
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"Rachael helped assess our needs and took care of all the running around, saving us lots of time and money. We're now covered appropriately and looking forward to a brighter financial future."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael is a extremely organised, knowledgable, professional and also a happy bubbly being. She has helped my husband and I so much, especially in understanding things that are far above our heads, and even the simple things that never cross our minds. She's worth her weight in gold"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always relied on expert advice when it comes to matters of insurance however the quality of service provided by Rachael has been a real step up in my experience. Rachael provided me with excellent guidance with my life, income protection and recovery insurance that not only saved money but gave me more cover. I would recommend Rachael to people who want quality, tailored and personable insurance advise with some great extras."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Rachael has always been friendly, helpful & professional."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael is just fantastic with her knowledge patience and service... nothing is too hard and she makes us feel confident in every way that we are being looked after for all our insurance needs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The entire process for obtaining my insurance needs was excellent. Rachael condensed the information down and provided simple and easy to understand advice. The entire process was enjoyable and incredibly professional, and I was frequently updated during the process. A great experience."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"A comprehensive and no obligation process is what I would say. Makes it easy when its all about the outcome for us, and not just the sell !! Very tolerant and maintains gentle reminders through polite email and phone contact until your ready to make the decisions that best suit you."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael always goes above and beyond for her clients. Her enthusiasm, extensive knowledge and exceptionally clear communication style makes doing business with her a pleasure. We appreciate her help so much!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rachael has always been very helpful and informative. Is very good at her job"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Rachael was awesome. She came to our home and discussed our needs without any pressure or difficulty. She also has managed to secure income protection for myself that includes cover for both my knees :) (1 had previously been repaired) Highly recommended! Thanks Rachael."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Life Insurance

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2009

Superannuation and Retirement Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Success Women's Network

Membership type
Member
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