Don’t just dream. Achieve your dreams sooner rather than later as a Pursue Wealth member.
We’ll work with you to set short, medium and long term goals, and keep you on track to achieve them. As a Pursue Wealth member, you’ll have the tools at your disposal to ACHIEVE your dreams. Become a member today!
As an award-winning team with an adventurous spirit, we’ll design you a financial plan that will suit your lifestyle and your goals. Because like you, we’d rather buy our Jimmy Choo’s in Paris, not from eBay.
Want your dream home without sacrificing too much of your lifestyle or travel plans? We’ll help you put a realistic plan in place to secure a home you love, so you can relax and know the stress has been removed.
SUPPORT & ADVICE THROUGHOUT YOUR JOURNEY TO ACHIEVE YOUR DREAMS
ARTICULATE YOUR DREAMS
As part of your membership, we’ll work with you to articulate your dreams and set up goals along your journey to achieve them. We will get a clear understanding of your dreams, and work together to design a solid plan for you to reach them sooner.
GET GREAT FINANCIAL ADVICE
We’ve developed an innovative five step process to dig deep and understand your dreams. We’ll work with you to develop a personalised plan to help you reach the life you’ve dreamed of! With us, financial planning is not something you push to the bottom of priority list.
START LIVING THE LIFE YOU WANT
As well as providing consults and advice, you can access some nifty calculators and financial tools via our Financial Knowledge Centre. With these tools and calculators on hand, you can make better informed decisions and won’t suffer the-day-after-online shopping hangover!
“Life is a helluva lot more fun if you say yes rather than no“
~ Richard Branson
WHAT MEMBERS ARE SAYING
“Josh demonstrates great knowledge within all areas of finance. He takes the time to explain insurance packages, possible share purchases and other investment opportunities. Professional in his research, honest feedback and time spent explaining my options and opportunities, has developed my financial portfolio that I both understand and feel comfortable with.”
“My partner and I are a young professional couple looking at putting strategies in place to build our long-term wealth, as well as saving to buy our own home. After receiving poor advice from institutional financial advisers, we approached Pursue Wealth based on their transparency and independence. We found Sam and Josh to be very understanding of our situation, and they were able to provide effective analysis and recommendations for changes we could make immediately. We are already seeing the benefits from having their advice. Due to the open and honest way they conducted consultation with us, we have every confidence in their ability to manage our long-term wealth goals, and would happily recommend them to friends and family.”
JAKE & AMY
“Sam, as my financial advisor gained my trust with her knowledge and her always ‘can help’ support. She truly understood my needs and has created a plan that I’m confident about will work out for my retirement and current needs.”
“Sam is an extremely efficient adviser, she explains things to me in a way I understand. Before I came to see her money scared me and it used to be a big stressor in my life, I now know where all my money is and feel confident that it is working for me. She is very proactive and always designs a solution to suite my goals and circumstances. I have recommended her to my family and friends and she always looks after everyone that I have recommended. She keeps me on track and makes me feel like my dreams are achievable”
“Josh has a unique ability to cut through the complexity of financial service advice and tailor his communication so that I can understand. Having an advisor that considers my personal values and long term goals whilst tailoring advice is important to me and has created a great deal of trust in Josh’s service.”
We’re adventurers too, and love to make the most of every day. Because we choose to live our dreams, we understand that this is only made possible by having a great financial plan in place. Click through to meet our team who work hard in making this a reality for our members too.
Our members are the people that make us tick. The best part of our jobs is the part where we get to meet members from all walks of life, learn all about their hopes and dreams, and commit to helping each of them fulfil those dreams. Potential Pursue Wealth members range from ambitious professionals, goal-setting entrepreneurs, go-getting intrepid adventurers, and growing families. Click through to find out more about who our members usually are, and read about some of our awesome members!
Our team at Pursue Wealth is so excited and so very honoured to have been nominated as a finalist in 2017’s Australian Small Business Champions Award! This puts us firmly amongst the best of the best in our industry. The results of this award will be announced on the 1st of April 2017 at a very special ceremony – we will keep you posted!
As our valued members, what we want to tell you is this… THANK YOU. Pardon the cliché, but we really couldn’t have done it without all of you. Regardless of whether we win this award, we want you to know that we will continue working hard for you and our results with you will mean more to us than any awards!
Wish us luck!