Life is an amazing adventure, waiting to be savoured (European escape anyone?). And, with dreams as big as yours, there’s no time to waste. Luckily, you don’t have to choose between a great life now or a great future later. In the words of a famous ad, “Why not have both?”
Our Melbourne-based team of financial planners believe fun and finance are one of the most underrated ‘duos’ going around. Move over Ross and Rachel – we’re here to make ‘FUNancial planning’ a reality (yep, we’ve even given it a name!)
Seriously, watching your wealth grow is a buzz like no other…
You share your dreams. We explain how we can help. Together, we get to know each other.
You see what’s possible. We all have fun in the process. You decide how to move forward.
We recommend a plan. You start to get excited with numbers. We toast in celebration.
We handle the heavy lifting of admin. You sign off on the paperwork. We watch the magic unfold.
You confirm the goals. We check the numbers. We tweak the plan to stay on track.
We can’t leap tall buildings in a single bound – we’re financial planners after all! But we are superheroes when it comes to building wealth, helping you set the goals that matter to you (and, more importantly, helping you reach them!).
The sky’s the limit – but do you know where you want to go? We design your dream lifestyle to guide the way.
Feel as confident in budgeting as you are in choosing your next OS holiday destination.
Create a clear roadmap for financial success (and a fast track to that dream home or another big life goal).
Embrace a more holistic financial strategy by taking on investing like the boss that you are.
Asset ownership + smart wealth creation decisions + fun tax strategies = financial freedom, sooner.
Protect your income & family from illness or injury - let’s face it, relying on your parents again is no one’s dream!
Send your kids off to school in style without worrying about how you’ll pay for it all (you’ll thank us later).
Super isn’t exactly sexy, but it is SUPER important. Make the right decisions now to maximise your savings & retirement.
Stop putting things off - take control of your estate now so your family knows what to do and you can rest easy.
© 2024 Pursue Wealth
