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You’re a go-getter who wants to build long-term wealth – but not if it means living on 2-minute noodles & instant coffee. The thing is, planning for tomorrow doesn’t have to mean going without today. For one thing, it’s not fun. But more importantly, it’s not realistic.
Here at Pursue Wealth, we’re all about sustainable wealth creation. Our award-winning team of financial advisers believe in getting results while having fun along the way. So, you can splash out on to-die-for-ramen and barista-made lattes while still building your dream future.
Sam knows how important it is to remain in control of your finances – and what it takes to achieve financial freedom. As our fearless leader, Sam started her career in finance after her mum suffered financial abuse and watching a financial adviser help turn her future around. She is laser-focused on setting goals, inspiring those around her, and having a bucketload of fun along the way. If you are ready to achieve your dreams and walk out of your meetings like you have been to a TED talk, Sam is your girl!
Take charge of your finances, stay on track and achieve your dreams when you work with Josh. Often referred to as a triple threat of finance, this guy loves numbers almost as much as he loves chatting to people. Josh wears many hats and looks good in all of them, and we promise you will never feel more in control and excited about your future then after meeting with Josh!
Meet Wally, the adorable ball of fur who holds the prestigious title of Chief Happiness Officer. With floppy, freckled ears and excitement that only tops for naps, Wally is a master at spreading joy wherever he goes. Whether he’s kicking around a soccer ball, playing on the basketball court or cruising around on a skateboard, he never fails to brighten everyone’s day. It would be nice, however, if he did a bit more work around the office though.
Want to smash that financial goal ceiling, while living your life to the fullest? Then look no further. Cash flow Queen, Jules will keep you on track and in control and will make sure you have fun and fulfil your lifestyle while doing it. Her secret sauce is her wicked sense of humour which makes every meeting a ball of fun to attend!
Rest assured that your finances are in safe hands when you combine the height of basketball great Lebron James, with the brains of tech-guru Elon Musk and the demeanour of the trusted boy next door – self-confessed finance nerd, Al. Al is someone you want on your team. Hiding in a footy superstar body makes your finance meetings even more fun and interesting!
Always after a sure bet, based on data and intelligence? Shak’s your man. With the superpower to analyse stats, Shak makes financial strategies easy and fun. His other superpower of flying under the radar, whilst quietly knocking down mountains of work, means he can come up with brilliant ideas to help you kick some serious goals. Combined, these two super-abilities see him typically sit in the top 100 for footy tipping in Australia – don’t bet against him, we can tell you from experience!
Make sure you are paying the right tax, at the right time, in the right way through Gav’s experience. He will take away the stress and time-consuming work for your tax and accounting needs. We are certain you have not seen a happier man than Gav when he is completing an awesome tax strategy. His cheeky smile whilst smashing out tax returns is a sight worth seeing! Who knew tax and accounting could be so exciting?
Likely the first point of contact when contacting PW HQ and trust us you won’t be disappointed. He is outgoing, chatty and his positivity is undoubtedly infectious. When you walk away from a chat with Matt you will feel secure with his strong financial knowledge, feel heard and cared for and share in his genuine enthusiasm for life.
You will know you are getting the best deal to suit your circumstances with Sheila’s advice. As a walking-talking encyclopedia on all things finance, Sheila advises on loan structures, lender’s rules and interest rates. She is always on the hunt for the best outcomes for you whether that’s holding your hand through the property process or negotiating better rates. All hail Pursue Property Queen, Sheila!
Noel, “No-el” or Noelzy has taken to mortgage broking like a duck to water. With a genuine passion for challenging his limits to try and get the best loan and experience for our members he is a dream to work with and we are sure you will feel the same.
Meet Steph, she has a passion for travel and a passion for helping you with all your mortgage broking needs. Whether you’re dreaming of your next exotic getaway or navigating the complexities of home financing, Steph’s passion and expertise will make the journey enjoyable and stress-free. Ready to embark on your next adventure or find your dream home? Steph is here to guide you every step of the way!
No financial problem is ever too great that can’t be solved with Thariq’s unique talent for analysing and overcoming challenges. Coupled with his love of compliance and you have the dream combo! His can-do attitude is what everyone wants on their finance team.
Busy living your life, secure in the knowledge your finances are being looked after? That’s what Brian, the briss, Bristler, or ‘the enforcer’ as he is affectionately known in the team, brings to you. You will feel like you haven’t had to lift a finger. Lucky he spends most nights at the gym as lifting all that paperwork off your shoulders takes big guns.
No financial challenge is too hard when you have Karyll on your side. His unwavering can-do attitude is exactly what every finance team desires. With Karyll leading the way, you can trust that even the toughest financial problems will be conquered with precision and finesse.
2024
Distinguished Service Award – FAAA – Sam Robinson
Top 3 Financial Services in Melbourne
Nominated in the Best Financial Advisors Melbourne – Josh Wingrove
Elite Broker – CommBank – Josh Wingrove & Pursue Property
2023
2020
Women in Finance Awards – Director of the Year (Winner) – Sam Robinson
Women in Finance Awards – Thought Leader of the Year (Finalist) – Sam Robinson
Worldwide Finance Awards – Mortgage Broker of the Year (Winner) – Pursue Property
FSPower50 – The Most Influential Financial Adviser in Australia (Finalist) – Sam Robinson
FSPower50 – The Most Influential Financial Adviser in Australia (Finalist) – Josh Wingrove
Telstra Women in Business Emerging Leader (Finalist) – Sam Robinson
Australian Small Business Champions Award Business Growth (Finalist) – Pursue Wealth
Australian Small Business Champions Award Financial Services (Finalist) – Pursue Wealth
APAC Australian Enterprise Awards Leading Specialists in Investment & Portfolio Planning – Victoria (Winner) – Pursue Property
2019
2018
Young Leaders in Finance Awards- Thought leader of the Year (Winner)- Sam Robinson
Young Leaders in Finance Awards- Principal of the Year (Winner)- Sam Robinson
Australian Small Business Champions Award (Finalist) – Pursue Wealth
AIM Leader Manager Award (Nominee)- Josh Wingrove
Consultum Rising Star (Finalist) – Josh Wingrove
FSPower50- The Most Influential Financial Adviser in Australia (Top 50 in Australia)- Sam Robinson
2016
Consultum Rising Star (Winner) – Sam Robinson
AIM Leadership Excellence (Finalist) – Sam Robinson
Money Management Young Achiever of the Year (Finalist) – Sam Robinson
2015
2014
AFA Rising Star (Finalist) – Sam Robinson
Money Management Rising Star (Finalist) – Sam Robinson
AFA Rising Star (Finalist) – Josh Wingrove
AMP Adviser of the year (Winner) – Sam Robinson
AFA Female Excellence in Advice (Nominee) – Sam Robinson
AFA Rising Star (Finalist) – Josh Wingrove
2013
2012
AFA Female Excellence in Advice (Nominee) – Sam Robinson
© 2024 Pursue Wealth
