Our Members
Are you a potential Pursue Wealth member?THE AMBITIOUS
You’re not alone! Building a successful career takes time and dedication and we know you’d rather spend your precious spare time catching up with friends or family, instead of crunching numbers.
With an expert to manage your finances, you’ll have more time to enjoy what is important in your life. We give you the keys to building wealth and achieving your dreams through tailored, strategic goals-based advice with the right amount of accountability to keep you on track.
THE GOAL-SETTERS
As an entrepreneur, we know you’re as motivated as we are – and we love that! Entrepreneurs are notorious for taking risks and investing all of their waking (and sleeping) hours to create the businesses of their dreams. But if all of your time is being consumed by your business, it can be hard to find the time to devote to your personal finances and achieving those goals we know you’ve already written down!
We’ll spend the time ensuring your finances are working hard for you.
THE GROWING TRIBE
Having a family is one of the most rewarding, challenging, joyful and stressful times in your life. Running around caring for your family, feeding them, washing clothes, grocery shopping, vacuuming, reading Dr Seuss’ ‘Oh the places you’ll go’ more times than you can count (and maybe trying to squeeze in a social life too) doesn’t leave much time for looking after your finances.
We help take care of your finances to ensure you have a strategy in place to achieve the dreams for yourselves and your family.
THE GO-GETTERS
You may not necessarily fit into one of the above categories, but you share the same motivation to pursue wealth and achieve your dreams. We would love to welcome you as a Pursue Wealth member
WHAT YOU CAN EXPECT FROM YOUR PURSUE WEALTH MEMBERSHIP
Annual Review
Formal review held in our office
Annual review and re-balancing of investments (where required)
Access to Pursue Wealth team
Referral to technical specialists as required
Monthly member communications
Complimentary tickets to seminars and events where appropriate
Priority access to a financial adviser within 24 working hours of initial contact
Estate Planning guidance and assistance
Two Annual Reviews
Formal reviews held in our office
Quarterly review and re-balancing of all investments (where required)
Dedicated Pursue Wealth Adviser
Referral to technical specialists as required
Monthly member communications
Complimentary tickets to seminars and events where appropriate
Priority access to a financial adviser
within 8 working hrs of initial contact
Estate Planning guidance and assistance
Direct equities – research, updates and corporate actions
Dual meetings with accountant/ taxation specialist
Must be a platinum member if you hold direct equities
Optional add-on to your Membership: Cash-flow management software
Access added benefits with our hub of professionals
Ensuring you receive the right financial advice and support is our number one priority. That’s why we’ve built a team of trusted professionals who are each
- Business insurance
- Domestic insurance
- Property buying advocacy
- Estate planning
- Taxation
- Accounting
No matter what your goals and dreams are, as a Pursue Wealth member you have access to a dedicated team of experts to ensure you always get the best advice.