Investment advise for ambitious go-getters who want more from life
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!
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.
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.
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.
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.
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.
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.
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.
Pursue Wealth is amazing. They know their stuff, are incredible, kind and always go 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. They not only help you achieve your dreams, but are invested in enhancing your financial literacy so that you are empowered about your own finances as well. Before I was with Pursue Wealth, I felt comfortable saving my money but had no idea of how to make those funds work for me to reach my goals. Now, I own my first home and have a solid plan in place for where I am headed in the future. I now have plans, not just dreams, and I work with a financial advisory team that is genuinely lovely, friendly and approachable our meeting almost feel like catching up with an old friend.
I love that Pursue Wealth are relatable, young and energetic. They are a team of go-getters who offer genuine advice. When I first started with them, around 2 years ago, I had some savings but had no idea on which direction to take. Today, I have bought multiple properties and set up investments and tax strategies. I have a clear plan for the future which will continue to create real wealth with me in control, but most importantly with the support of a great team who are real people wit expertise and strong technical knowledge and who I get along with.
It’s hard to express the buzz you get when you work with like-minded people and build a wonderful collaborative relationship with them. I always had a good general idea of my financial landscape but I knew eventually it would become more complex, requiring skills and knowledge beyond my ability. The relationship I have enjoyed with Pursue Wealth over the last 3 years since I began with them has helped to build my confidence and bring clarity and peace of mind on my financial decision-making. My annual review on my financial goals and having someone on hand to answer my questions helps my partner and I navigate our financial journey. Their enthusiasm in the highs, support in the lows encourage during uncertainty and, most of all, the mentorship in this lifelong journey surprised me the most about working with the Pursue Team. I really can’t show my appreciation enough.
Josh has a unique ability to cut through the complexity of financial service advice and tailor his communication so that I can understand. Having an advisor that considers my personal values and long term goals whilst tailoring advice is important to me and has created a great deal of trust in Josh’s service.
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.
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.
© 2024 Pursue Wealth