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Helping you achieve dreams success life goals fulfillment opportunity adventure growth potential freedom independence knowledge
since 2014
Not your ordinary financial adviser, Melbourne-based Pursue Wealth appreciates your dreams can be big (just like ours). Assisting go-getters across Australia, we’re here to help you achieve your big goals – while still allowing you to enjoy an amazing life. Working with us on your personalised journey, we will help you set up your finances in a way that suits you and your lifestyle – all while helping you create the wealth you desire, smarter and sooner.
As a valued member at Pursue Wealth, your personally designed plan will ensure you achieve financial freedom before you know it. With access to our award-winning team, you’ll have the expert support and tools at your disposal to make your dreams a reality (no magic wand required).
Financial freedom is just one click away – so what are you waiting for?
Whatever dreams you have, it’s never too early to benefit from the financial freedom revolution. Founded in Melbourne, our expert team of financial advisers are chomping at the bit to help you smash your goals, wherever you happen to be in Australia!
As an award-winning team with an adventurous spirit, our financial advisers love the challenge of designing a financial plan that lets you live your life. Because like you, we’d rather buy our Jimmy Choo’s in Paris, not from Bali.
Everything good comes in threes, right? That’s definitely the case for our three-step process which is designed to help you achieve financial freedom and start living the life you want. Led by our team of Melbourne financial advisers, we’re with you every step of the way as you steer a path towards a life where you can build wealth without missing out on the good stuff.
01
The Dream
We’ll help articulate your dreams and set goals to inspire you to enjoy the life you deserve. Think fabulous trips and new adventures; changing nappies and great educations; start-up life and building empires, or the home that gets you onto (or higher up) the property ladder.
02
THE PLAN
In keeping with your ambitious mindset, we use an innovative process to design a plan tailor-made to your personal needs and lifestyle. So, what are your preferences? Prada rather than Chanel; Champs Elysees versus Mt Everest; or saving the forests over furniture.
03
THE REALITY
Did you know that with an accountability buddy you increase your chances of achieving your goals up to 95%? With Pursue Wealth as your financial sounding board we’ll keep you accountable and empower you to make decisions on the go. Say goodbye to online shopping hangovers and monthly bill shock!
For the past decade, we’ve worked with focused go-getters and ground-breaking entrepreneurs Australia-wide, helping them conquer financial freedom. And, unlike your traditional financial adviser, we make sure we all have fun along the way.
Join other valued Pursue Wealth members, who’ve gained experience and independence on their financial journey, and watch as your excitement builds along with your wealth. Elon Musk has nothing on us! Soon, you’ll be rocketing into your own world of financial freedom – it’ll just be more ‘down to earth’ than his.
2024
Distinguished Service Award – FAAA – Sam Robinson
Top 3 Financial Services in Melbourne
Nominated in the Best Financial Advisors Melbourne – Josh Wingrove
Elite Broker – CommBank – Josh Wingrove & Pursue Property
2023
2020
Women in Finance Awards – Director of the Year (Winner) – Sam Robinson
Women in Finance Awards – Thought Leader of the Year (Finalist) – Sam Robinson
Worldwide Finance Awards – Mortgage Broker of the Year (Winner) – Pursue Property
FSPower50 – The Most Influential Financial Adviser in Australia (Finalist) – Sam Robinson
FSPower50 – The Most Influential Financial Adviser in Australia (Finalist) – Josh Wingrove
Telstra Women in Business Emerging Leader (Finalist) – Sam Robinson
Australian Small Business Champions Award Business Growth (Finalist) – Pursue Wealth
Australian Small Business Champions Award Financial Services (Finalist) – Pursue Wealth
APAC Australian Enterprise Awards Leading Specialists in Investment & Portfolio Planning – Victoria (Winner) – Pursue Property
2019
2018
Young Leaders in Finance Awards- Thought leader of the Year (Winner)- Sam Robinson
Young Leaders in Finance Awards- Principal of the Year (Winner)- Sam Robinson
Australian Small Business Champions Award (Finalist) – Pursue Wealth
AIM Leader Manager Award (Nominee)- Josh Wingrove
Consultum Rising Star (Finalist) – Josh Wingrove
FSPower50- The Most Influential Financial Adviser in Australia (Top 50 in Australia)- Sam Robinson
2016
Consultum Rising Star (Winner) – Sam Robinson
AIM Leadership Excellence (Finalist) – Sam Robinson
Money Management Young Achiever of the Year (Finalist) – Sam Robinson
2015
2014
AFA Rising Star (Finalist) – Sam Robinson
Money Management Rising Star (Finalist) – Sam Robinson
AFA Rising Star (Finalist) – Josh Wingrove
AMP Adviser of the year (Winner) – Sam Robinson
AFA Female Excellence in Advice (Nominee) – Sam Robinson
AFA Rising Star (Finalist) – Josh Wingrove
2013
2012
AFA Female Excellence in Advice (Nominee) – Sam Robinson
© 2024 Pursue Wealth
Pursue Wealth Pty Ltd ABN 95 602 183 773 Authorised Representative No. 469120 of Achieving Your Dreams Pty Ltd ABN 19 669 760 561 AFSL No. 552419. This website contains general advice only and has been prepared without taking into account your objectives, financial situation or needs. Before acting on this general advice, you should consider the appropriateness of it to your situation. You should obtain and read the relevant Product Disclosure Statement (PDS) before making any decision to acquire any financial product. Please refer to our FSG (available at pursuewealth.com/financial-services-guide) for contact information and information about remuneration and associations with product issuers.