A financial plan starts with an end goal and sets out the steps and markers along the way to achieving financial freedom. With start and long term goals agreed, you will get rush that comes with achieving a milestone and serves as a reminder of what it is you are trying to achieve. Together, we work on manageable targets for you to reach and set in place plans to achieve them taking into account your unique circumferences, personal preferences and individual goals.
How big are your dreams? How much time do you have? How committed are you? And how much fun do you want to have? All of these will factor into when you reach your end goal. The complexity of your financial situation will also play a role. Once we gain a deep understanding of what your vision of the future looks like, we can create your personalised plan and start implementing it. But rest assured, we’ll be there with you for every step along the way.
Only your desire to influence your future goals and motivation to reach them. Oh, and a sense of humour! You don’t need to own property or have a financial background to work with us – we’ll do the heavy lifting and get you on the right track. That’s our superpower – while yours is to commit!
Like you, our members are smart, intrepid entrepreneurs, financially savvy that come with a sense of humour who are looking to live their lives to the full. So, whether you’re a latte-lover dreaming of traveling to exotic destinations and owning your own home, or a young family wanting to set goals for your future and maintain a fun quality of life for you and your kids, you belong with us. Whatever your situation, if you’re looking for innovative and individualised financial advice to get you on the right track, we’re here to help.
How long is a piece of string? Unless we understand what it is you are trying to achieve, it’s difficult to say. What we can say is that we deliver beyond your expectations and represent true value for money. You will receive holistic advice – whether you are solely wanting advice on your superannuation options, a full financial plan or assistance with shares. Invest in your financial plan now for the ability to pursue your lifestyle goals – sooner rather than later!
It is important for us that you know we didn’t get our license from the back of a cereal pack – like some drivers!! We are self-licensed by Achieve Your Dreams Pty Ltd as all advisers have to have a license to provide advice. We do this to ensure we have control and transparency over the types of services and products we recommend to you so that you are put in the best position possible for your unique circumstances. What that basically means is that what we recommend has taken into account your personal goals and financial situation.
I feel like this is a bit like asking a woman or man their age. While we founded Pursue Wealth in 2014, we, Josh and Sam as the founders, have been finance nerds from way before then. Sam, in particular, saw the need for financial empowerment when her mother was financially abused and was finally liberated with the help of a financial adviser.
Here comes that piece of string again. The amount you will pay is based on the complexity of your needs and the advice provided. You could perhaps think in terms of ‘value’ we provide as that is the true measurement here. However, we will always provide a quote for the amount you will pay upfront before proceeding. At an initial meeting, Pursue Wealth invests their time to understand what it is you are trying to achieve and how we can best help you get there.
Like everything, we approach this like a partnership. So if you hold up your end of the bargain, we hold up ours. The quicker you get us the information, the quicker we will turn it around, usually, and ideally, it takes five weeks from the first meeting to start implementation of the advice.
It is always wise to review any advice. Everyone needs an accountability buddy to keep them focused. People often get a second, and sometimes even a third, opinion when it comes to their physical and mental health – why not their financial wellbeing? Add to that, that life changes, things happen and your situation can evolve, so too can your financial plan.
We understand how critical it is to keep your personal and financial information private and confidential. We make cyber security a priority and use secure portals to send personal information. Our privacy policy is something we take very seriously and you can view it here.
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