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 personal 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

Full Membership

Perfect for members who require more detailed services and guidance

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

Platinum Membership

If you require a dedicated financial adviser and prompt service, this is the membership for you!

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

Member Testimonial

 

“My partner and I are a young professional couple looking at putting strategies in place to build our long-term wealth, as well as saving to buy our own home. After receiving poor advice from institutional financial advisers, we approached Pursue Wealth based on their transparency and independence. We found Sam and Josh to be very understanding of our situation, and they were able to provide effective analysis and recommendations for changes we could make immediately. We are already seeing the benefits from having their advice. Due to the open and honest way they conducted consultation with us, we have every confidence in their ability to manage our long-term wealth goals, and would happily recommend them to friends and family.”

~ Jake & Amy

Member Testimonial

 

“Josh demonstrates great knowledge within all areas of finance. He takes the time to explain insurance packages, possible share purchases and other investment opportunities. Professional in his research, honest feedback and time spent explaining my options and opportunities, has developed my financial portfolio that I both understand and feel comfortable with.”

~ Adam

Member Testimonial

 

“Sam, as my financial advisor gained my trust with her knowledge and her always ‘can help’ support. She truly understood my needs and has created a plan that I’m confident about will work out for my retirement and current needs.”

~ Laiza

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 specialists in their own field, including:

  • Mortgage broking and debt management
  • 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.