Helping you achieve dreams success life goals fulfillment opportunity adventure growth potential freedom independence knowledge

since 2014

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Want to have fun living your dream?

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?

Let’s get the ball rolling

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.

Want to start hanging pictures on your own walls? Build your property empire? And, still have fun, sip barista-made lattes, or travel? We’ll help you develop a plan so you can build on your property journey and still enjoy life.
Got better things to do with your money than pay tax? Want more time to start making a difference? We’re on top of the changes, coming to you with the best ideas so you can focus on putting your money to good use.

Ready, set, go
- 3 simple steps

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.

Melbourne Financial Adviser - Pursue Wealth

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!

What our clients say

Making finance
fun and simple

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.

When we say award-winning, we mean it!

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

2017

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