financial planning Archives

Top 5 Benefits of Financial Planning for the Adventurous Go-Getter

by Pursue Wealth Dream Team | Nov 13, 2019 | Finance, Goals, Savings, Wealth

You feel that you’re entering a pivotal stage of your life and you would like some guidance on how to approach some of your money and lifestyle goals, but you are hesitant to speak with a financial adviser – why? There could be a number of reasons. Maybe you are...

Your personal CFO

by Sam Robinson | Oct 23, 2018 | Family, Finance, Insurance, Investing, Investments, Property, Savings, Superannuation, Tax, Wealth

If we all made the right financial decisions in life than we would all be rich. What if I told you that you can get more wins on the board with your very own, Personal Chief Financial Officer (CFO) aka holistic Financial Adviser. So, what is a Personal CFO? Well if a...

Unplanned adventures

by Catherine Jansen | Nov 21, 2017 | Budget, Goals, Savings

A few weeks ago we wrote about how to plan for a holiday and save like a boss. But what happens when you succumb to the allures of friday frenzy and holiday deals? If you’ve booked a last-minute trip, you still want to enjoy it rather than return worried about your...

Google Rating

5.0

Based on 80 reviews

Pursue Wealth

5.0

Michael Williams

23:53 20 Oct 23

Gav and the team completed our taxes to an extremely high quality. We were very impressed with the accuracy and attention to detail!

benedict clark

00:43 20 Oct 23

I had the privilege of working with Pursue Wealth for the past year, and I can confidently say that their expertise and guidance have had a transformative impact on my financial well-being. From the very beginning, Pursue Wealth displayed an exceptional level of professionalism and a deep understanding of the complexities of the financial world.What sets Pursue Wealth apart is their unwavering commitment to their clients. They took the time to truly understand my financial goals, risk tolerance, and aspirations, and then tailored a comprehensive strategy that aligned perfectly with my needs. Their ability to communicate complex financial concepts in a clear and approachable manner was instrumental in my decision-making process.Throughout our journey, Pursue Wealth demonstrated a remarkable level of diligence and attention to detail. They were always just a phone call or email away, providing prompt responses and valuable insights whenever I had questions or concerns. This level of accessibility and responsiveness is truly commendable.What impressed me the most about Pursue Wealth is their consistent track record of achieving exceptional results. They provided sound investment recommendations that not only preserved and grew my assets but also exceeded my expectations. Their ability to adapt to changing market conditions and make well-informed decisions was truly remarkable.In addition to their financial acumen, Pursue Wealth possesses an exemplary level of integrity and transparency. I always felt that my best interests were at the forefront of every recommendation and decision made. This level of trust is invaluable in the world of finance.I can wholeheartedly recommend Pursue Wealth to anyone seeking top-tier financial guidance. They are a true professional who goes above and beyond to ensure their clients' financial success. Thanks to Pursue Wealth, I have not only achieved my financial goals but have gained a profound sense of security and confidence in my financial future. I am incredibly grateful for their expertise and guidance.A sincere thank you to all the team. Looking forward to our future working relationship.J&B

Srat

03:08 23 Sep 23

Josh and his team are fantastic. As someone who never really had money to bother to all of a sudden having more than I knew what to do with, Josh and Brad have helped me set up a plan so that I can make the most of it.He always makes time to answer my questions, no matter how dumb they are!I trust his advice and feel confident that it will help me achieve my financial goals.Can't recommend them highly enough

james mcphail

01:25 22 Sep 23

Josh and the team at Pursue Wealth provided us with tailored advice and made establishing our family trust a breeze.With a passion for finance and wealth creation, I am glad to have Pursue Wealth in my corner for the years to come.I am very pleased with the services provided and would recommend to my family and friends.

Jillian Green

06:09 14 Sep 23

We had such a great experience with Pursue Wealth when buying our first home. They were incredibly helpful and made the process so much easier for us. Their team was genuine, down-to-earth, and truly had our best interests in mind. We felt supported and confident throughout the entire journey. If you're looking for a trustworthy and friendly team to assist you with your home buying needs, we highly recommend Pursue Wealth.

Jacob Daher

09:59 06 Sep 23

Just wanted to say thank you to Josh, Alex & Gav for helping me not only financially but also setting up my future to ensure I reach my goals. They have answered every question and looked out for my best interest.Great people, I appreciate the team and look forward to continue working together!

Alexandra Robinson

04:57 05 Sep 23

Josh and the team at Pursue Wealth are absolute miracle workers! I’ve been working with Josh for years; managing my finances, investments and property portfolio, but he out did himself this time. I went from a borrowing capacity of $450,000 to buying my family home for $710,000, which meant to absolute world to me. AND I even have money left over! He always made time for my calls in between his busy schedule to answer any concerns I had. I have now built a great financial future and I owe it all to Josh and the team at Pursue Wealth. Thank you!!!

TheRunning Goate

00:12 16 Aug 23

The team at Pursue Wealth especially Noel and Shelia were just wonderful. The level of professionalism with communication and detail was second to none. We are grateful for their A+++ service. Thank you

Jeremy

10:43 15 Aug 23

Pursue Wealth have provided us with helpful advice and have been a pleasure to work with. We enjoy speaking with the team and find their advice to be easy to understand. They are always happy to make time for us when we have questions.

Katherine Markoulis

21:15 14 Aug 23

Pursue Wealth and Pursue Property are absolutely fantastic teams, consistently going above and beyond expectations to provide individualized service as well as education along the way. I highly recommend them and will continue to work with them well into the future!

richard gregory

07:57 27 Jun 23

We have worked with Sam, Josh, Brad and the team at Pursue for about 3 years and have recently bought our family home. Their knowledge and advice saw us boost our savings considerably even whilst having 2 children and moving across the country and has given us piece of mind that our financial decisions were very well guided.Thanks guys and we look forward to continuing to work with you!

Dervla Larkin

22:47 17 Jan 23

Just got my first home loan approved through Pursue Wealth - Josh and Shiela were AWESOME! Very patient, friendly, helpful and professional! Will definitely be going back there!

alex strempel

03:13 03 Dec 22

Benjamin Marsh

11:07 05 Nov 22

Been with these guys for a number of years, taking advantage of nearly everything they have. Wish I would've done it sooner - do yourself a favor and at least book in to see what they say.

Andrew Lincoln

00:45 28 Aug 22

Fantastic service from Josh and the team. Helped me create a investment and property purchasing strategy Facilitated my finances and promptly helped me with my questions.

Cathy Dunlop

08:07 28 Jul 22

Josh and the team at Pursue Wealth helped us with a complex situation with aplomb! Nothing was too difficult and all questions answered promptly. We are very happy with the result.

Michael Dunlop

09:28 27 Jul 22

Great work by Josh and Tom on our home loan. We required a complex loan structure and couldn't be happier with the result. I was told in the past by other brokers that it couldn't be done but these guys worked their magic and made it happen.

Anita Johnston

03:03 25 Jul 22

Amazing service. Josh and Tom were always available when I had a question. It was such a smooth process from the moment I approached Pursue Wealth to settlement of my new home. Cannot Thank you guys enough!!!

Simone Cavanagh

11:30 21 Jun 22

It was an absolute pleasure working with Cam. Very communicative and helpful along the entire process

Heather Sherwell

03:43 27 May 22

Josh, Tom and the team did an amazing job with our short settlement, securing a perfect loan and helping us to get into our first family home with a newborn baby. Very patient answering a myriad of questions and explained things simply so that the whole process was very organised and stress free.Now if only they could help with the moving of furniture.

So Imamura

22:04 08 May 22

Tom and Josh were great to work with! They were patient and were happy to answer any question no matter when it was - even during Christmas! Thanks to you both for helping me secure my first home. Would recommend them!

Amanda Beaumont

12:28 22 Feb 22

Professional, knowledgable and down to earth

Brad Smith

23:14 21 Oct 21

Great service from the Pursue Wealth team! Thanks for all your help and guidance through the home buying process!

its me Sanjay

00:27 08 Sep 21

Chris Hampton

04:00 30 Jun 21

My wife and I have had the pleasure of working closely with Pursue Wealth a number of times over the last 12 months.Our dealings with Josh and the team has been exemplary, I found everyone professional, friendly, responsive and importantly they delivered.Highly recommend for mortgage brooking and your insurance needs.

Sarah Jefford

09:29 02 Jun 21

Josh and Sam are really knowledgeable and accommodating. They have helped us to restructure our financial life, and provide us with certainty and hope for the future. Josh also helped us to refinance our home to fund our renovations. We're so glad we became members of Pursue Wealth and wouldn't know where we would be with out them.

Ashlee Afford

23:34 01 Jun 21

The team at Pursue Wealth helped me get my first home loan! they were fantastic, friendly and professional from start to finish. Tom my Mortgage Broker was very thorough and answered all the questions I had. Tom was reliable and kept open communications with all relevant stakeholders involved. Overall I felt confident with the recommendations provided and will continue to use this service in the future! Thanks again Pursue Wealth :)

Loren O'Keeffe

05:40 07 Apr 21

Sam and Josh are so warm, friendly and approachable, they make the often daunting experience of financial planning completely painless. Sam is so generous with her time and wisdom, and is gently guiding us to where we want to be with clear goals and solid strategies. With her wealth of knowledge (love a pun) and personable delivery, we feel better informed, relieved and actually excited about what the future holds. The peace of mind that comes with her expertise is invaluable. Can't recommend them highly enough.

DJ Van Dyk

04:00 12 Feb 21

Josh, Tom and by extension Pursue Wealth are the best!!!! They are great communicators, professional and reliable. Best of all - they fight for you which for my family and I was invaluable. We had a tricky finance approval period to which they navigated the process with skill and expertise. It is greatly appreciated on our end. We are now homeowners!!!

Blake Malcolm

02:24 15 Dec 20

Pursue Wealth were extremely helpful in our efforts to buy our first home. Josh assisted us and what I liked the most is that he is a highly skilled financial adviser and not just a mortgage broker which means he will go above and beyond to assist us, taking into account our whole situation while assisting us.I believe it is hard to find that level of service anywhere else when looking to secure a loan.

Tom Abbott

06:08 01 Dec 20

These guys were very helpful through the process of buying my first home. They kept in constant contact and communicated in a way that was easy to understand

Louise Merrett

12:24 27 Oct 20

Both Tom and Josh went above and beyond their duties. They responded to all my questions straight away and always had an answer for me. I am a bit older to be getting a loan but they assured me the whole way through the application that it would be ok. Loan approved and in my new home all due to their hard work. Thanks heaps. Would highly recommend you both.

Adam Abrahall

03:19 11 Jul 20

I was a bit hesitant and apprehensive going in but Josh made all the time to explain my future in simple terms. He provided the information I needed to feel at ease, to commit to it and after only a couple of months, I’m seeing genuine and honest growth for my future. The plan is tailor made to me, suits my needs and fits in my budget.Very excited about the future financially and really happy with the progress in such a short space of time.

Emily Krelle

07:33 25 Jun 20

Sam is fabulous. In a very short time, she has helped us change the way we think and talk about money. We are so grateful for your much-needed help!

Jessica Du-lake

05:33 22 Jun 20

If I had to describe Peruse Wealth, I would say that they are a team dedicated to assisting their clients achieve their goals and protecting their financial future. I have been working with Sam and the team for just under 12 months and have seen a remarkable difference in my money management strategies. I would recommend them to my closest friends and family knowing that they would receive genuine and professional financial advice.

Jennifer C

01:22 19 Jun 20

The team at Pursue Wealth are very professional and provide excellent service. They have made the process of securing my first home smooth and easy, ensuring I knew what was going on each step of the way. I'd be going to them if you're wanting to start your journey of financial independence today.

Chloe-Michelle Daglish

07:28 18 Jun 20

Josh and the team at Pursue Wealth are amazing! Josh has been amazing in helping us navigate buying our first home and has made the experience so easy. He explains everything clearly and has shown a genuine interest in helping us achieve our goals. I would recommend PW to anyone looking for financial advice.

Tyler Schwarz

07:55 27 Apr 20

I would like to thank Josh and his team for their wonderful and ongoing support it much appreciated thanks guys.

Jake Taylor

05:00 09 Aug 19

Josh, Sam and the team, exemplify how you can benefit from tailored and goal orientated financial planning advice. Keep up the great work!! :)

Daniel Luhrs

22:40 05 Aug 19

Great team of really friendly, helpful people. Josh is a really knowledgeable planner and saved me a ton on Personal Insurances. Pleasure to deal with, really personable. Would strongly recommend for Advice, insurance or Home Loan needs.

Luke Emerson

00:43 28 Jun 19

We have worked with Sam coming up 4 years and what we have achieved in that time due to her guidance, advice, facilitated discussions & prompting has been awesome. Would highly recommend to any young couple wanting to get their financial life in order!

Amanda Beaumont

02:03 28 Jan 19

A fantastic service! 5 star. Pursue Wealth are a professional team. When meeting with them you can certainly feel they want to get you the best financial & lifestyle results. Josh & Sam are down to earth and explain things layman's terms and make finance fun.

Keong Yip

04:32 16 Nov 18

Dynamic, professional and great to deal with. I would not hesitate to recommend the team Pursue Wealth to anyone who requires financial advice.

Alex Kocic

04:21 16 Nov 18

Josh, Sam and the team at Pursue Wealth are professional and friendly, and are a well trusted group in the financial services industry. Highly recommend them.

Kim Coleman

02:49 06 Oct 18

Josh was a delight to work with, giving my husband and I the best insurance strategy to ensure that our family (especially our little one) is protected in the event that something happens to either of us.Highly recommend Josh and his team for any insurance matters.

Hayden Pike

10:39 05 Oct 18

The team at Pursue Wealth offer a wealth of knowledge delivered in a very friendly and professional environment. A well respected and trusted group in the financial services industry.

Paul Menton

12:09 02 Oct 18

I definitely recommend these guys for mortgage and financial advice. Josh and the team take the time to understand your situation and develop solutions tailored to you and your goals. They are very responsive to all queries. Great experience all round.

Jacinta Taylor

00:35 03 Sep 18

Sam and the team at Pursue Wealth have been amazing to work with over the past few years. They have developed for us a realistic and comprehensive plan that perfectly suits our individual goals and lifestyle. They are so knowledgeable and so friendly - we feel so organised and have achievable goals. Highly recommend.

Shae Robinson

12:05 31 Aug 18

I have been with Pursue Wealth for years and have always been extremely happy with the personalised, professional and friendly service. They have helped my husband and I with all of our finance needs and have always been there to give wonderful advice to help us achieve our goals.

Deeann Cropley

06:09 31 Aug 18

The Pursue Wealth team have been instrumental in helping our family identify our financial goals, both short term and long term. They expertly assisted in recommending the right financial products to facilitate the achievement of said goals and are always a pleasure to deal with. We highly recommend them, particularly for 30 something’s who are looking to set themselves up financially.

Taylor Smith

07:57 30 Aug 18

Tina Ferreira

22:13 29 Aug 18

Sam & her team are super helpful & professional. Always with your best interest in mind. If you want to ease your financial worries and get a plan in place, I highly recommend Pursue Wealth.

Kate Larsen

21:38 29 Aug 18

The team at Pursue Wealth have been key in getting our finances (and life) in order. With their attention to detail I know I am getting the best solution for me, not just a one size fits all plan. Love your work guys!

Matt Hawkins

08:30 29 Aug 18

Sam & the team at Pursue Wealth were able to help me articulate my goals, design a road map for my financial future and provided a bespoke tailored solution to ensure my financial security. I would recommend the Pursue Wealth dream team to anyone looking for financial clarity, as a member of the team they care more than just your average adviser.

Charles Green

07:50 29 Aug 18

The team at Pursue Wealth tick all the boxes that make a fantastic advice team. They focus on the individual and their personal goals to create a plan you know has been tailored to make sure you achieve what you want in life! Their support team is also really friendly and prompt to reply to queries. I've worked with PW for the last 12 months and would recommend them to anyone driven to get the best out of themselves.

Thim Kah Leong NG

08:24 17 Jul 18

A very friendly team here at Pursue Wealth! Nothing beats their knowledge and their unwavering desire to help you achieve your goals. Would not go anywhere else. You won’t regret having Pursue Wealth on your team.

Vivian Sepillo

05:34 10 Jul 18

Tom Sutton

01:05 26 Jun 18

Can’t recommend the team at Pursue wealth enough! Professional, honest, genuine and easy to deal with.

Tom O'Brien

06:46 25 Jun 18

I've been working with Pursue Wealth for a number of years. I've always found them to be astute with their advice, efficient in their work and ethical in their conduct. I would have no hesitation in recommending their services to any person seeking sound financial advice and planning.

Jarrod Lee

10:22 21 Jun 18

Couldn't recommend Josh and the Pursue Wealth team enough! Have them thank for putting me on track to achieve my financial goals. I now have a better understanding of my spending habits and how I can easily cut down my expenses so I can put more $$ towards the things that matter the most.

Tim Miller

05:24 21 Jun 18

Great practical advice with a personal touch. I’d recommend the PW dream team to anyone who is keen to understand their financial potential, stick to a plan and achieve their goals.

Laiza Garcia

04:27 21 Jun 18

Aaron Blackeby

23:34 20 Jun 18

Very professional and prompt services. More than just a financial firm, they bring a welcoming friendly vibe.Easy to talk with and get a real life understanding of financials, where other firms can be over the top.Highly recommend using the fantastic team at Pursue Wealth. They worked wonders for me.

Steve Lee

09:22 20 Jun 18

Josh and the team have been very helpful and very professional. I am looking forward to what is to come !!

Catherine Jansen

01:14 20 Apr 18

Easy to work with team of fund vibrant people. Love being a client of Pursue Wealth

KMB & Co.

04:52 20 Nov 17

Pursue Wealth are an amazing team of professionals! They provide personalised services and genuinely like to get to know their clients. We’ve had a fantastic ongoing experience with the team at Pursue Wealth. We highly recommend them and their services.

Luke Assigal

23:54 05 Jul 16

Progressive and Vibrant team of professionals who are passionate about helping you achieve your financial goals for the future.

Matt Bills

11:31 13 Jun 16

Josh and Sam are true professionals - they put my interests ahead of anyone else. Great advice and peace of mind.

david zanker

07:37 10 Jun 16

A professional business that achieves desired outcomes for their clients. Highly recommended to all.

Gym Norf

22:43 25 May 16

Sam and Josh took the time to understand my financial goals and helped to create a clear path to achieve them, providing thorough explanations of the reasoning behind the recommendations so that I could be confident in the decisions I was making. I will be happily using their services for many years to come.

Nikki Sproule

09:42 16 May 16

Friendly, knowledgable staff. 10 out of 10 do recommend

Drew Blackeby

11:13 15 May 16

Pursue Wealth, friendly and approachable. Felt extremely comfortable talking over every option and the advice was perfect for my needs. I personally dealt with Josh Wingrove and can't explain my gratitude for what he's helped me with. Thank you Pursue Wealth.

Felicity Denaro

02:57 14 May 16

Incredibly smart, driven financial advisers that will help develop and implement a great financial plan!

James Ryan

08:18 13 May 16

Mitch Wingrove

07:06 13 May 16

Josh and Sam are always more than happy to give advice and go out of their way to help however they can. No ask is too big or small

Thomas Lynch

06:08 13 May 16

Sam and Josh of Pursue Wealth have been fantastic in putting me on the right track to achieving my goals. They take the time to listen and understand where I want to be and deliver relevant financial solutions of value. Highly recommend!

Callum White

05:23 13 May 16

The best. I received great advice. Very friendly.

Lee Emberton

00:09 24 Aug 15

A truly positive experience assisting me with my life goals.

Lucinda Green

23:35 23 Aug 15

Brendan Vidler

08:02 09 Jul 15

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Top 5 Benefits of Financial Planning for the Adventurous Go-Getter

Your personal CFO

Unplanned adventures

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