What We DoKeeping you in the driver's seat towards your dreams
Planning your financial plan is the first step towards achieving your dreams.
Sometimes we get caught up with day to day life and let our dreams fall by the wayside. But it’s important to take some time to plan your next steps. What do you want to achieve financially and with your lifestyle in the years to come? As one of our members, we’ll help you gain a complete understanding of your current financial position and develop a clear plan of what you want to achieve. We’ll be there along the journey to advise, review your plan and celebrate when you have wins!
01. YOUR FINANCIAL JOURNEY
You wouldn’t start a roadtrip without knowing where to stop along the way and what your end destination is, would you? We design your financial plan like a roadmap – with your end goal in mind, but also with pit stops to review progress and celebrate achievements. And sure – you might hit some traffic and roadblocks along the way – but that’s why we’ll be in the passenger seat helping you to navigate and keep calm.
Not many people get excited about budgeting. Just looking at how much you spend on lattes, cocktails and Ubers – ugh. With our help and advice, it’ll be a whole lot less stress and you’ll have the confidence to make tough decisions.
03. LIFESTYLE PLANNING
Take your dreams into a reality with our guidance. Maybe travel is your priority, an incredible wardrobe, or a fantastic house to host your friends. We’ll get to know what you want out of life just like your best friends do – and help you reach your dream lifestyle with sound advice, goal setting and strategy.
04. INVESTMENTS & PORTFOLIO MANAGEMENT
So you’ve taken the leap and made investments for your future. Good on you! We’ll help make sense of your portfolio and ensure that you have a sound strategy in place to manage your assets as part of your holistic financial strategy.
05. SUPERANNUATION & RETIREMENT
Don’t leave idle funds in a super fund without much movement – get proactive! With our help, strategic investment of your superannuation can set you up for a comfortable retirement. We specialise in aged care and planning for your long term future.
06. ESTATE PLANNING
Estate planning is avoided as a morbid topic by some, and also because, well it just seems SO far away! We can make estate planning pain free and save yourself and your family the stress of worrying at a later date.
07. TAX MINIMISATION
Who likes paying more tax then necessary? Certainly not us and you shouldn’t either! All of our strategies take into account the most tax effective structures to get you from where you are now to where you want to be.
08. PERSONAL PROTECTION
Our philosophy on insurance is simple; you have a vision of how your future looks, so regardless of your health status let’s achieve it!
09. EDUCATION FUNDING
Kids are expensive… no surprises there! But gee they are adorable and worth it and as parents we know you want to give them a head start in life. Whether that is with an awesome education, sending them on the gap year of their lifetime, or perhaps even a deposit for their first home – let us help you set up some great, tax effective, long term savings for your kids!
When you take action and become a Pursue Wealth member, you’ll gain access to our expertise across the full range of our services
OUR FINANCIAL ADVICE PROCESS
GETTING TO KNOW THE REAL YOU
Here’s where we get to know each other. We discover your dreams and visions, and you learn about our exclusive methods and practices.
DESIGN & COMMIT
Together we will discuss the possible course of action and design your advice specifically for you. At the end of this meeting, we will decide how to proceed.
This is the fun stage! We show you what you can achieve – and how. From here, we agree on a plan of action to launch your exciting new future.
MAKING IT HAPPEN
To make the implementation of your plan as easy as possible, our team will get busy handling all the paperwork and transaction details on your behalf.
REVIEW & ACHIEVE
This is an essential part of the process towards achieving your goals. We will regularly review your plan, adapting it to your changing circumstances. Our active approach will keep you accountable and focused.
FREQUENTLY ASKED QUESTIONS
- WHAT IS A FINANCIAL PLAN
- HOW LONG DOES IT TAKE
- ARE THERE ANY PREREQUISITES
- WHO ARE OUR MEMBERS
- HOW MUCH DOES IT COST
WHAT IS A FINANCIAL PLAN?
A financial plan allows us to set markers along the pathway of achieving your financial goals. Setting short-term, mid-term and long-term goals will help you feel accomplished when you reach a certain point, and remind you why you’ve initiated this process. Together, we can work on manageable targets for you to reach and set in place plans to reach them.
HOW LONG DOES IT TAKE?
How long it takes depends on how complex your financial situation is, and how quickly you’d like to get a plan in place. We’ll need to gain a deep understanding of your vision for the future, but once we’ve done that we can get a plan underway. And not only that, we’ll be there with you along the way.
ARE THERE ANY PREREQUISITES?
Our only prerequisites are a desire to influence your future goals and motivation to reach them. You don’t need to own property or have a financial background to work with us – we’ll do the heavy lifting and get you on the right track.
WHO ARE OUR MEMBERS?
Latte-lover dreaming of travel to exotic destinations and owning your own home? A young family wanting to set goals for your future and maintain a fun quality of life for your kids? Whatever your situation, if you’re looking for innovative and individualised financial advice to get you on the right track, we’re here to help.
HOW MUCH DOES IT COST?
Pursue Wealth members receive holistic advice – whether you are solely wanting advice on your superannuation options, a full financial plan or assistance with shares. Invest in your financial plan now for the ability to pursue your lifestyle goals – sooner rather than later!