We couldn’t be more excited to welcome you to join the Pursue Wealth group! We are pumped to see what we can achieve together.
Pursue Wealth was founded in 2014 with the dream to have fun every day – whether working, socialising or playing. We love providing life changing financial and property advice that inspires our members to create their dream life. Pursue Wealth has currently helped over 300 members and we are now on a mission to help more people take control of their finances. Finances should be fun and empowering.
We live and breathe our values, whether that is in our interactions with members, teammates, product providers, suppliers or guests. So, we always try to have fun, be genuine, inspire those around us, push ourselves to innovate, all whilst being professional.
When we started our financial advice journey in 2011 (which happens to be when we first met… cute), we were given a book by our then boss, “Oh the places you’ll go” by Dr Seuss. We have used this book as a form of mentor for the many celebrations and learnings throughout life. Life has many ups and downs, but it’s how you handle them that matters.
The brainchild of intrepid entrepreneurs, Josh Wingrove and Sam Robinson, Pursue Wealth delivers personalised solutions through three key entities:
Financial planning services that invests in you and your future.
The key to unlocking your dreams, whether a new front door, new frontiers or new adventures.
The glue that cements your dreams and makes you stick to your plans and remain focused on the end goal.
“Life wasn’t meant to be easy!” But that doesn’t mean we can’t try and make it easier where we can.
We respect how fortunate our lives are and so try to have a positive impact on those less fortunate. Our social conscience also extends to trying to help people whose lives seem a little out of control, to take it back and help them steer a better path.
Most importantly of all, we try to bring a bit of fun and laughter into the lives of those who are doing it tough – because without a bit of frivolity in your life, that’s just silly.
All of our corporate responsibility activities look to reinforce our key three values of Fun, Control and Easy.
One of the first things we though about was how we could protect the environment and proactively reduce our footprint. We could control, to some degree, the impact we would have on the environment through our business practices. Some of our initiatives in this area include:
In addition, we ensure we provide fair and equitable work opportunities. This includes:
And, a personal passion of ours, we look to include the impact businesses have on our society and the environment and offer ESG opportunities for investors where possible and desired.
You wouldn’t shoot an arrow, or launch a missile, without a target in sight. The same applies to realising your dreams.
Our range of financial planning, property and accounting & tax services will stop you from free-falling without a parachute and ensure you touch down where you want. But we will still ensure that as the intrepid spirit you are, you feel the wind in your hair and the sun on your face while you experience the adrenaline rush of the experience. That’s what partnering with Pursue Wealth on your wealth journey is all about.
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.
© 2024 Pursue Wealth
