Investment advice

Investment advise for ambitious go-getters who want more from life

Myth-busters

Debunking the mysteries of financial planning and investment advice

At Pursue Wealth, we see ourselves as the myth-busters of the financial services world. And there are a LOT of misconceptions about investment advice and wealth creation. Trust us, we’ll blow your mind when we blow up these myths!

01

Finance is scary

Zombies are scary. Or turning up at a Formula 1 race in a Mazda3. But not finance. It’s easier to get started than ever before and with the right people behind you – you’ll be crossing the finish line sooner than you thought possible.

02

Financial planning is boring

Nothing gives you a greater buzz than taking the perfect trip overseas or stepping into your dream home. Watching your money scale new heights is almost as exhilarating as reaching the peak of Mt Everest.

03

Investing for the future means less money for today

Less is not always best (in fact, that’s a fast track to failure). You can enjoy your life now AND tomorrow thanks to smart investment advice that builds wealth while allowing you to indulge a little along the way.

04

Financial advisers are for older people

That’s just as wild as saying the Earth isn’t round or water isn’t wet! Financial advisers are for smart, financially savvy go-getters who want to know how to go after what they want – just like us.

Ready for more? Let us show you how to make your money work for you – not the other way around. You’ll be in your new home, taking on new adventures, saving the rainforests or putting on your Jimmy Choo’s (or Rolex), sooner than you think!

We do things differently around here

Investment Advice - Financial Planning - Pursue Wealth

Financial Planning

We’ll be the Thelma to your Louise as you travel the road to financial freedom. From budgeting and investment advice to lifestyle and estate planning, we’ll be in the passenger seat putting together the ultimate playlist for success. Want to buy a home? Keen on shares? Considering kids? Desperate to travel? Let’s hit the road and explore the possibilities.

Investment Advice - Mortgage Broking - Pursue Wealth

MORTGAGE BROKING & ADVICE

Dreaming of a white picket fence, off the grid acreage, or a modern CBD pad? It’s time to dust off your Pinterest mood board because we’re here to help you buy your dream home or investment property (without totally sacrificing your lifestyle). Like a paperwork ninja, we’ll guide you through the application maze to secure your first home, start your investment portfolio or help you climb the property ladder.

Investment Advice - Accounting - Pursue Wealth

ACCOUNTING & TAX

Financial go-getters and accountants go together like strawberries and cream. Strawberries are great on their own – but pair them with cream and the result is next level. Like your fave dessert, we add the cherry on top of your business and career success. We help you pay less tax, grow more wealth, build your super and stay on track to reach all your ambitious goals.

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