Meet Our Awesome Members

“Our visions are only actionable if we say them out loud.

If we keep our dreams to ourselves, they will remain a figment of our imagination”

~ Simon Sinek

CHANTELLE

AGE. 30’s

JOB. Senior Client Liaison Coordinator

YOU IN A NUTSHELL.  On the weekends, you will find me checking out a new music festivals or relaxing with a glass of white wine. My friends would describe me as a loyal, hardworking and a caring person who is always ready for the next adventure overseas.

MAD FOR.   I love travelling – I always love going somewhere new, going out for brunch, catching up for dinner and a wine with friends

WHY YOU WANTED FINANCIAL ADVICE. I wanted financial advice as I am starting to think about my future and I would like to purchase my first home. I also wanted to ensure that my lifestyle wouldn’t suffer in the process! I really didn’t know where to start and Pursue Wealth helped me with that.

THOUGHTS ON PURSUE WEALTH. A very supportive and friendly team who are great at what they do. From the first meeting, I felt comfortable and every detail was explained to me in a way that I could understand! I wouldn’t hesitate to recommend them to friends and family.

ACHIEVED DREAMS. Completing Bachelor of Business degree

NEXT DREAM. To buy my first home.

THIM

AGE. 20’s

JOB. Pilot / Company Director of Generation Drone

YOU IN A NUTSHELL.  Between adoring my newborn and playing with my 2-year-old, I manage to go to the gym, play or watch sport, go and fly a plane for a living while also managing my startup company, Generation Drone.

MAD FOR.   My kids, I love my kids.

WHY YOU WANTED FINANCIAL ADVICE. I wanted to get my financials sorted, it seemed I was never moving forward. I really had no idea if I was coming or going. I had nothing to lose and everything to gain, then came that fateful night meeting the team at Pursue Wealth.

THOUGHTS ON PURSUE WEALTH. I love the fact that from the moment I met the team at Pursue Wealth, I never felt inadequate in my lack of knowledge of my own finances. Being of a similar age group, we can easily relate to each other. They understand what it’s like to be a 20 or 30 something in today’s world working towards financial freedom. Setting up clear, attainable and timely goals is a very enjoyable process.

ACHIEVED DREAMS. Definitely gaining my pilot’s licences was an achievement and buying my first home…and the kids are up there as well.

NEXT DREAM. Securing the family home of our dreams and getting the company on its own 2 feet.

JAMES & ANGIE

AGE. 30’s

JOB. Public Servant & High School Teacher

YOU IN A NUTSHELL. There’s never a dull moment in our lives; we try to offer our two year old daughter, Ruby plenty of experiences that life has to offer.

MAD FOR. Exciting experiences and outdoor activities

WHY YOU WANTED FINANCIAL ADVICE. We had outgrown our inner-suburban property and were hesitant on our next step. We also wanted to set Ruby up with a managed fund.

THOUGHTS ON PURSUE WEALTH. We love that they support the little guy; people like us who want to get support to make the right decisions for the future

ACHIEVED DREAMS. We’re really proud that our lifestyle hasn’t changed much with having a child. We’re still travelling overseas and interstate, going out and living our lives – without having to worry about our long term finances.

NEXT DREAM. Escape next year’s winter and travel somewhere WARM! Maybe the Great Barrier Reef.

ADAM

AGE. 30’s

JOB. Site Manager – High Voltage Electrical Infrastructure Projects

YOU IN A NUTSHELL. My peers would often describe me as a driven, headstrong, focused and a bit of a character.

MAD FOR.   I love to travel and experience what other countries have to offer. I enjoy various sports including AFL and Football.

WHY YOU WANTED FINANCIAL ADVICE. I chose to get financial advice as with my line of work I’m often away a lot and the team at Pursue Wealth help organise my financial needs.

THOUGHTS ON PURSUE WEALTH. Pursue Wealth is a team of honest, trustworthy and easy going individuals who help to inspire me to achieve my financial goals.

ACHIEVED DREAMS. Ticking things off my bucket, booking my around the world trip and welcoming the New Year in New York City.

NEXT DREAM. Cruise around South America and go on an African Safari.