Putting you in control
Smart financial planning is the first step in setting up your future, so you can live the life you want. But what’s the best financial strategy for you?
Before investing your time and money, you need to have a complete understanding of your current financial position and a clear vision of what you want to achieve. This is where your financial planning strategy begins. From here, your Pursue Wealth adviser will guide you through our exclusive Advice Process and create a tailored plan to ensure you reach your goals.
Taking the next step
When you invest in your future by becoming a Pursue Wealth member, you’ll receive our expertise across a range of financial fields:
- Comprehensive financial advice
- Cashflow management / budgeting
- Lifestyle planning
- Investment / portfolio management / shares
- Superannuation and retirement planning
- Estate planning
- Self-managed super
With the knowledge and support of your Pursue Wealth adviser, you have full control over your future.