Investing Archives | Pursue Wealth

A Guide to Australian Ethical Investments in 2020

by Pursue Wealth Dream Team | Jan 1, 2020 | Finance, Investing, Investments

We have just turned the corner on a new decade which symbolises a fresh start and a clean slate for all the ambitious goal setters in the world. In preparation for your new year resolutions, you can ask yourself these three questions: What dream do you want to achieve...

Purchase Property; Pursue the Australian Dream

by Pursue Wealth Dream Team | Apr 4, 2019 | Finance, Goals, Investing, Property, Wealth

To own your own plot of land one day was one of the many goals that we accepted as a given. Having a place to call your own has been the staple for many Australians in the past century. Sadly, it seems that many of us are now foregoing the hope of owning a home....

Women and money, how to achieve financial success as a member of fair sex

by Pursue Wealth Dream Team | Mar 7, 2019 | Budget, Economic update, Family, Finance, Investing, Investments, Leadership, Superannuation

Women and money, how to achieve financial success as a member of fair sex.1st of March, 2019 The road to financial success is daunting, particularly for women. Whether you are earning far above the national average or are living day-to-day, women of all income...

Australian Stock Market Today

by Josh Wingrove | Jan 15, 2019 | Australian Stock Market, Economic update, Investing, Investments

Australian Stock Market Today 15th January 2019 Disappointing Chinese trade data has given Australia’s mining and energy sectors a slap and kept the broader market flat after what promised to be a positive start to the week. The benchmark S&P/ASX200 index...

How much do I need to start investing?

by Pursue Wealth Dream Team | Oct 30, 2018 | Investing

I had no idea what investing was or where to start. I had some savings but wasn’t sure what to do with them. After meeting with Josh and running through different ideas that would suit my needs, I learnt about investing and got excited about making my money work for...

Your personal CFO

by Sam Robinson | Oct 23, 2018 | Family, Finance, Insurance, Investing, Investments, Property, Savings, Superannuation, Tax, Wealth

If we all made the right financial decisions in life than we would all be rich. What if I told you that you can get more wins on the board with your very own, Personal Chief Financial Officer (CFO) aka holistic Financial Adviser. So, what is a Personal CFO? Well if a...

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Google Rating

4.9

Based on 50 reviews

Pursue Wealth

4.9

Jake Taylor

05:00 09 Aug 19

Josh, Sam and the team, exemplify how you can benefit from tailored and goal orientated financial planning advice. Keep up the great work!! :)

Daniel Luhrs

22:40 05 Aug 19

Great team of really friendly, helpful people. Josh is a really knowledgeable planner and saved me a ton on Personal Insurances. Pleasure to deal with, really personable. Would strongly recommend for Advice, insurance or Home Loan needs.

Luke Emerson

00:43 28 Jun 19

We have worked with Sam coming up 4 years and what we have achieved in that time due to her guidance, advice, facilitated discussions & prompting has been awesome. Would highly recommend to any young couple wanting to get their financial life in order!

Frank Bowman

20:51 31 Jan 19

Poor service from Josh Wingrove, not intersted in helping me at all. Do not trust this company, all they want is to take your money not help you gain control of it. AVOID!

Amanda Beaumont

02:03 28 Jan 19

A fantastic service! 5 star. Pursue Wealth are a professional team. When meeting with them you can certainly feel they want to get you the best financial & lifestyle results. Josh & Sam are down to earth and explain things layman's terms and make finance fun.

Keong Yip

04:32 16 Nov 18

Dynamic, professional and great to deal with. I would not hesitate to recommend the team Pursue Wealth to anyone who requires financial advice.

Alex Kocic

04:21 16 Nov 18

Josh, Sam and the team at Pursue Wealth are professional and friendly, and are a well trusted group in the financial services industry. Highly recommend them.

Danielle Kelly

02:35 07 Oct 18

Pursue Wealth doesn't just provide financial advice, they help you to look at your life goals and create the necessary financial steps to achieve them. We found them to be a really well-rounded service, and a great team to deal with!

Kim Coleman

02:49 06 Oct 18

Josh was a delight to work with, giving my husband and I the best insurance strategy to ensure that our family (especially our little one) is protected in the event that something happens to either of us.Highly recommend Josh and his team for any insurance matters.

Hayden Pike

10:39 05 Oct 18

The team at Pursue Wealth offer a wealth of knowledge delivered in a very friendly and professional environment. A well respected and trusted group in the financial services industry.

Paul Menton

12:09 02 Oct 18

I definitely recommend these guys for mortgage and financial advice. Josh and the team take the time to understand your situation and develop solutions tailored to you and your goals. They are very responsive to all queries. Great experience all round.

Jacinta Taylor

00:35 03 Sep 18

Sam and the team at Pursue Wealth have been amazing to work with over the past few years. They have developed for us a realistic and comprehensive plan that perfectly suits our individual goals and lifestyle. They are so knowledgeable and so friendly - we feel so organised and have achievable goals. Highly recommend.

Shae Robinson

12:05 31 Aug 18

I have been with Pursue Wealth for years and have always been extremely happy with the personalised, professional and friendly service. They have helped my husband and I with all of our finance needs and have always been there to give wonderful advice to help us achieve our goals.

D Cropley

06:09 31 Aug 18

The Pursue Wealth team have been instrumental in helping our family identify our financial goals, both short term and long term. They expertly assisted in recommending the right financial products to facilitate the achievement of said goals and are always a pleasure to deal with. We highly recommend them, particularly for 30 something’s who are looking to set themselves up financially.

Taylor Smith

07:57 30 Aug 18

Tina Ferreira

22:13 29 Aug 18

Sam & her team are super helpful & professional. Always with your best interest in mind. If you want to ease your financial worries and get a plan in place, I highly recommend Pursue Wealth.

Kate Larsen

21:38 29 Aug 18

The team at Pursue Wealth have been key in getting our finances (and life) in order. With their attention to detail I know I am getting the best solution for me, not just a one size fits all plan. Love your work guys!

Matt Hawkins

08:30 29 Aug 18

Sam & the team at Pursue Wealth were able to help me articulate my goals, design a road map for my financial future and provided a bespoke tailored solution to ensure my financial security. I would recommend the Pursue Wealth dream team to anyone looking for financial clarity, as a member of the team they care more than just your average adviser.

Charles Green

07:50 29 Aug 18

The team at Pursue Wealth tick all the boxes that make a fantastic advice team. They focus on the individual and their personal goals to create a plan you know has been tailored to make sure you achieve what you want in life! Their support team is also really friendly and prompt to reply to queries. I've worked with PW for the last 12 months and would recommend them to anyone driven to get the best out of themselves.

Thim Kah Leong NG

08:24 17 Jul 18

A very friendly team here at Pursue Wealth! Nothing beats their knowledge and their unwavering desire to help you achieve your goals. Would not go anywhere else. You won’t regret having Pursue Wealth on your team.

Vivian Sepillo

05:34 10 Jul 18

Amy Crosland

00:42 06 Jul 18

Pursue Wealth are exceptional in their approach and ability to help their clients understand, plan, and achieve their financial goals. They provide practical, realistic advice, with professional and friendly assistance to implement and maintain what is best to for you and to align with your measures of success.

Tom Sutton

01:05 26 Jun 18

Can’t recommend the team at Pursue wealth enough! Professional, honest, genuine and easy to deal with.

Tom O'Brien

06:46 25 Jun 18

I've been working with Pursue Wealth for a number of years. I've always found them to be astute with their advice, efficient in their work and ethical in their conduct. I would have no hesitation in recommending their services to any person seeking sound financial advice and planning.

Adam Davidson

00:11 22 Jun 18

Approachable, Friendly, Honest and always there to assist with any question or concerns around all my financial needs or Investments. Whether it is financial advice, insurance set-up, superannuation, Tax advice and or Home loan review and application. The Pursue Wealth Team have offered their advice and expertise, to help set-up and monitor these financial stress without an issue. I have been a member of Pursue Wealth for a number of years now and would strongly recommend all their services to anyone requiring this advice or service. A big Strong thankyou to the team, practically Josh on a fantastic contribution to my current financial situation and on going support.

Jarrod Lee

10:22 21 Jun 18

Couldn't recommend Josh and the Pursue Wealth team enough! Have them thank for putting me on track to achieve my financial goals. I now have a better understanding of my spending habits and how I can easily cut down my expenses so I can put more $$ towards the things that matter the most.

Anj Greenaway

08:20 21 Jun 18

Friendly, knowledgeable, staff are always there to help and answer any questions. Easy to deal with. We never felt pressured to do anything we didn’t feel comfortable with. We feel we can trust them 100% with the advice and suggestions they have given us.

Tim Miller

05:24 21 Jun 18

Great practical advice with a personal touch. I’d recommend the PW dream team to anyone who is keen to understand their financial potential, stick to a plan and achieve their goals.

Laiza Garcia

04:27 21 Jun 18

Aaron Blackeby

23:34 20 Jun 18

Very professional and prompt services. More than just a financial firm, they bring a welcoming friendly vibe.Easy to talk with and get a real life understanding of financials, where other firms can be over the top.Highly recommend using the fantastic team at Pursue Wealth. They worked wonders for me.

Steve Lee

09:22 20 Jun 18

Josh and the team have been very helpful and very professional. I am looking forward to what is to come !!

Catherine Jansen

01:14 20 Apr 18

Easy to work with team of fund vibrant people. Love being a client of Pursue Wealth

KMB & Co.

04:52 20 Nov 17

Pursue Wealth are an amazing team of professionals! They provide personalised services and genuinely like to get to know their clients. We’ve had a fantastic ongoing experience with the team at Pursue Wealth. We highly recommend them and their services.

Luke Assigal

23:54 05 Jul 16

Progressive and Vibrant team of professionals who are passionate about helping you achieve your financial goals for the future.

Danielle KELLY

07:42 14 Jun 16

Matt Bills

11:31 13 Jun 16

Josh and Sam are true professionals - they put my interests ahead of anyone else. Great advice and peace of mind.

david zanker

07:37 10 Jun 16

A professional business that achieves desired outcomes for their clients. Highly recommended to all.

Nick Hinkley

05:58 10 Jun 16

Fantastic advice and friendly service. Josh and Sam make things very easy.

Blaine Hattie

05:55 10 Jun 16

James North

22:43 25 May 16

Sam and Josh took the time to understand my financial goals and helped to create a clear path to achieve them, providing thorough explanations of the reasoning behind the recommendations so that I could be confident in the decisions I was making. I will be happily using their services for many years to come.

Nikki Sproule

09:42 16 May 16

Friendly, knowledgable staff. 10 out of 10 do recommend

Drew Blackeby

11:13 15 May 16

Pursue Wealth, friendly and approachable. Felt extremely comfortable talking over every option and the advice was perfect for my needs. I personally dealt with Josh Wingrove and can't explain my gratitude for what he's helped me with. Thank you Pursue Wealth.

Felicity Denaro

02:57 14 May 16

Incredibly smart, driven financial advisers that will help develop and implement a great financial plan!

James Ryan

08:18 13 May 16

Mitch Wingrove

07:06 13 May 16

Josh and Sam are always more than happy to give advice and go out of their way to help however they can. No ask is too big or small

Thomas Lynch

06:08 13 May 16

Sam and Josh of Pursue Wealth have been fantastic in putting me on the right track to achieving my goals. They take the time to listen and understand where I want to be and deliver relevant financial solutions of value. Highly recommend!

Callum White

05:23 13 May 16

The best. I received great advice. Very friendly.

Lee Emberton

00:09 24 Aug 15

A truly positive experience assisting me with my life goals.

Lucy Green

23:35 23 Aug 15

Brendan Vidler

08:02 09 Jul 15

See all reviews Write a review

Purchase Property; Pursue the Australian Dream

Women and money, how to achieve financial success as a member of fair sex

Australian Stock Market Today

How much do I need to start investing?

Your personal CFO

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