Member Benefits

Fast-track your financial success with a Pursue Wealth Membership.

Your membership benefits

Fast-track your financial success with a Pursue Wealth Membership. Every membership level offers exclusive, ongoing benefits and personalised support from our team of experienced financial advisers.

Our flexible plans are designed to accommodate your dreams both now, and into the future, giving you full control over the level of benefits your lifestyle demands.

Limited Membership

  • Annual Review
    Formal review held in our office

  • Annual review and re-balancing of superannuation investments (where required)

  • Access to Pursue Wealth team

  • Referral to technical specialists as required

  • Monthly newsletters

  • Invitations to seminars and events where appropriate

  • Access to Pursue Wealth Financial Knowledge Centre

  • Only available for members solely with superannuation advice

Full Membership

  • Annual Review
    Formal review held in our office

  • Annual review and re-balancing of all investments (where required)

  • Access to Pursue Wealth team

  • Referral to technical specialists as required

  • Monthly newsletters

  • Complimentary tickets to seminars and events where appropriate

  • Access to Pursue Wealth Financial Knowledge Centre

  • Priority access to a financial adviser
    within 24 working hrs of initial contact

  • Estate Planning guidance and assistance

Platinum Membership

  • Two Annual Reviews
    Formal reviews held in our office

  • Quarterly review and re-balancing of all investments (where required)

  • Dedicated Pursue Wealth Adviser

  • Referral to technical specialists as required

  • Monthly newsletters

  • Complimentary tickets to seminars and events where appropriate

  • Access to Pursue Wealth Financial Knowledge Centre

  • Priority access to a financial adviser
    within 8 working hrs of initial contact

  • Estate Planning guidance and assistance

  • Direct equities - research, updates and corporate actions

  • Dual meetings with accountant/ taxation specialist

  • Must be a platinum member if you hold direct equities

Optional add-on to your Membership: Cash flow management software

Access added benefits with our hub of professionals

Ensuring you receive the right financial advice and support is our number one priority. That’s why we’ve built a team of trusted professionals who are each specialists in their own field, including:

  • Mortgage broking and debt management
  • Business insurance
  • Domestic insurance
  • Property buying advocacy
  • Estate planning
  • Taxation
  • Accounting

No matter what your goals and dreams are, as a Pursue Wealth member you have access to a dedicated team of experts to ensure you always get the best advice.

Become a member and achieve your dreams.

Become a member and achieve your dreams.

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