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If so, we’d love to welcome you to Pursue Wealth as a member! The only financial advice experts that combine fun and finance, we’re deadly serious about helping you build wealth and achieve your dreams.
Become a member and join our growing community of ambitious young professionals. From pilots and teachers to site managers and company directors, you’ll be in great company. Plus, you’ll have exclusive access to our financial planning, accounting and mortgage expertise.
You’ve built a successful career. You work hard but you want to play even harder – without compromising your dreams. As a member, enjoy your precious downtime while we help build your wealth, smash your financial goals, and secure your future.
You have big dreams. You love your work but wish you could spend more time on your personal goals. As a member, benefit from joining a larger team that takes care of your finances while cheering you on and helping you challenge the status quo.
You have more than one person to think about/care for/feed and clothe now. You don’t want to give up on your dreams, but the goalposts have shifted (a lot!). Like a financial nanny, we keep your finances in check and on track for growth.
You’re a maverick who doesn’t fit the mould. You are motivated to succeed and determined to live life to the full – on your own terms. As a member, access personalised advice to build your wealth without compromising your lifestyle.
You want to level-up your financial game, but you are at a crossroads. Property sounds great, but then again so does investing. As a member, we’ll help you identify your goals, map your journey, and guide you every step of the way.
The team at Pursue Wealth are great! They have helped me with all my financial planning, accounting and mortgage broking needs. I love that they are relatable, young and energetic.
Go see them! Pursue Wealth is a team of go getters and they have helped me heaps! You will get genuine advice that you can understand and relate with.
I have created a short, medium and long term plan which has included buying multiple properties, setting up investments, tax strategies and ongoing financial assistance.
I had savings but didnt know what direction to take.
I now have a clear plan but more importantly I have support of a great team. I have been able to create real wealth and feel in control.
They aren’t just finance nerds, they are real people that I really get along with.
Approximately 2 years now
It’s the relationship I have with first Sam, now Julia and the team that make up Pursue Wealth and the complete peace of mind. It’s hard to express the buzz you get from being with like-minded people and building a wonderful collaborative relationship with them. The aforementioned peace of mind, is knowing that I wasn’t dealing with or fending off non-expert opinions (such as my parents, friends, etc) and if they did bring something up, I had someone to verify the information and make sure it was right for me.
Simple – Just go. Get clarity, ask questions, have the support of an expert. They are there for you.
For friends who are hesitant about revealing their numbers, it can be an uncomfortable, taboo topic – The quality of information you receive is up to you, your A-team can only work with what you give them.
1. Annually reviewing my financial goals
2. Someone on hand that I can ask questions
3. Using their space as an excellent platform to navigate the financial journey between myself and my partner.
I had a good general idea of my financial landscape, however I knew that eventually it would become more complex and that was out of my range.
Still pretty confident and looking forward to learning more.
Their enthusiasm in the highs, support in the lows, encouragement during uncertainty and most of all the mentorship in this lifelong journey. I really can’t show my appreciation enough.
Gooooddddd quessstttiiioonnn….. 3 yrs?
They really understand my needs and help me to achieve my goals
I already did to all my friends. But I said you guys helped me a lot to put a financial action plan to achieve my goals in a realistic way without sacrificing my lifestyle.
I have acquired my first home and I’m working towards my retirement plan.
My savings were part of a big financial firm, that they didn’t care about it and my investments diminished quick quickly. The people in charge weren’t unable to speak a “normal” language for me to understand financial terms.
I am on top of things and more involved in my decisions thanks to the pursue wealth team that take the time to explain and give me financial advises.
That you always think the way of how I can save more or make more of a situation. Really appreciate that.
Since inception.
How genuinely lovely and down to earth all of the members of their team are. They truly have curated an incredible group of people who all go out of their way to, not only help you achieve your dreams, but are also invested in enhancing your financial literacy so that you feel empowered about your own finances as well.
Not only would I recommend Pursue Wealth, I already have! I would say Pursue Wealth is amazing. They know their stuff and their incredibly kind and generous staff have always gone above and beyond to help me with matters, big or small. They make the world of finance, which can seem overwhelming, feel much more accessible.
Increased financial literacy, a plan for where I am heading in the future and the big one – I now own my first home.
I felt comfortable saving my money but didn’t know how to make those funds work for me to reach my goals.
Really positive and like my future goals are possible. I feel like I now have plans, not just dreams.
How friendly and approachable they all are – our meetings almost feel like catching up with an old friend!
About 2.5 years.
The level of care. Josh and the team have really helped guide us into a great financial position. I now consider Josh one of our closest friends.
Just do it. So many tips and tricks that we genuinely never new were possible. If you are considering improving your financial status, Pursue Wealth really are the team for you.
We felt like we were on the right path and doing quite well, however Josh and the team have improved our situation 10 fold.
Since meeting with Pursue Wealth they have helped fast track our financial situation to a point where we are not worrying about money any more.
Honestly, we value the friendship that has been made over anything. That’s what has made us the happiest.
9 months.
They always very friendly and happy to help and they tailor their advice to fit my specific needs
That they’ve helped me to make the most out of the financial situation I’m in, in a way I never would have been able to do myself
Buying a second property, increasing my investments and feeling comfortable that if something were to go wrong I’m covered.
Confused, I’ve never really been taught how to properly manage money and I had no idea where to start
Really comfortable that I’m doing all I can to maximise my position
The personal touch, everyone has been so lovely to work with. The whole team have not only been ready to help but actively want the best for my future finances.
3 years.
The team at Pursue Wealth are a professional outfit that we have lots of confidence in from a financial advice perspective, but it’s their friendly service that we like the most. The team seem genuinely interested in our lives and are keen to catch up with us before a meeting. They provide easy to understand and helpful advice and always make themselves available when we have questions.
We have recommended Pursue Wealth to our friends and one couple is now a client of Pursue Wealth. We told them that Pursue Wealth were friendly and a pleasure to work with and had genuinely helped us rethink our finances.
1. Restructuring our bank accounts to simplify and meet our savings goals. 2. Providing us with the confidence to trade in shares. 3. Continued help to manage our finances while having a baby and building a house.
We wanted to build a new home on a block of land we owned. We didn’t know how much we could spend on the build without causing excessive financial stress. For this reason we approach Pursue Wealth.
Pursue Wealth were able to provide us with confidence (and continue to do so) regarding the amount we can spend on the build.
I was surprised how encouraging you were for us to invest in shares. We had both come from fairly conservative families from a financial investment perspective, but we are glad you recommended the investments and so far we have seen some positive returns, albeit early.
12 months.
When you become a member (hint, hint), you get access to trusted financial advice tailored to the needs of young professionals, specialising in:
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