Your Dream Team

Get to know us better!

Your Dream Team

Get to know us better!

Your Team

With the right motivation and great financial advice anyone can achieve their dreams. 

And that is why our team of financial advisers are YOUR biggest allies in your journey to financial freedom.











Pursue Wealth Director & Financial Adviser


Describe your perfect day off?

I would definitely start my perfect day with an early morning walk to my favourite café in South Melbourne for breaky, then with a takeaway coffee in hand head to the markets to get some fresh fruit, veggies and a bunch of beautiful flowers. I would then go home and make a nice light lunch followed by a bike ride along the beach before some music and reading in the afternoon. All topped off with some drinks with friends in the arvo, listening to live music and watching the sun go down as we share some tapas- PERFECT!


Where you want to travel to next?

I would love to go to New York City! I think the buzz of the city, Central Park and Wall Street would be incredible. Not to mention seeing where Gossip Girl and Sex in the City are filmed!

What dreams have you achieved?

I feel really fortunate to have achieved a few of my biggest dreams including traveling around Europe, watching my beautiful big sisters get married, moving to Melbourne from Toowoomba and my proudest moment is definitely creating such an incredibly rewarding business with Josh and working with so many beautiful people!


Pursue Wealth Director & Financial Adviser


If you had $100 cash in your pocket, what would you do with it?

Firstly, I would like to point out this would be rare as I use EFTPOS for everything, but if I did have 100 big ones I would spend it on going to see the Crows play at the MCG with a few beers and a pie.

What’s your morning routine like?

I am very much a morning person, every morning I get up at 6am and either go for a run or go to the gym, followed by an egg and avocado on toast, ready for the day ahead!

What’s the number one thing on your bucket list you’d like to tick off this year?

Every year I write out New Year’s goals and categorise them based on personal, business, education and family. This year, my main goal is to break a Guinness world record- don’t ask in what, as it sounds ridiculous!

What was your first job?

When I was young I loved a good family trip to Macca’s (didn’t happen often but when it did I was in heaven), this being the case my first job was a CHEF at Macca’s- well it was more like a cook but I was a great cook.


Member Manager


Tell us about your perfect pizza

San Daniele from Doc pizza, who doesn’t love prosciutto and buffalo mozzarella?

The most influential book for you

Pride & Prejudice – Elizabeth’s strength and ability to recognise the mistakes of judging those around her influenced me at a young impressionable age. I learnt there is more to life than marriage and money and that we should not judge easily.

Your best concert experience

Day on the Green both times – I had no expectations of the performers; the crowd, company, and location were amazing; and I loved seeing Simple Minds and Tash Sultana for the first time.

What dreams have you achieved?

Travelling overseas as much as I have, I am very fortunate and its something I have always wanted to do and continue to do. I love it there.


Strategic Associate


Describe one life-defining moment

The third time I went overseas without my family changed my life. I travelled with a group of 29 other students and we all stayed in a hostel together for 3 weeks in Singapore to learn new skills, solve business cases, and have fun. It was a really challenging experience from both a learning aspect (first and last time pulling an all-nighter) and social aspect (living with 29 strangers/new friends)


What's your favourite money goal at the moment?

I have just begun saving for a 3-week trip to the US next year. It has been on the top of my travel destinations list for a long time but I could never commit to the huge expense or 14+-hour flight! Call me basic, but I am most looking forward to seeing San Francisco and New York!


What is a fear you have conquered, and a fear you want to conquer?

I used to be terrified of driving and procrastinated learning for a long time but my dad was a really patient teacher (who also taught my mum!) and four years later… I am a pretty solid driver if I do say so myself. In the future, I would like to conquer my fear of failure! My two favourite quotes are: “If you don’t ask, the answer will always be no” and “If you don’t try, you’ll never know!”


Strategic Analyst 


If you were not a Strategic Analyst, what would have been your job?

Stock Trader! We were taught about different investment products during college and stocks were always my favourite.

What’s your all-time favourite town or city? Why?

El Nido, Palawan in the Phillippines- the beaches are superb!


What do you do for fun?

I love the beach so my favourite things to do are kayaking, helmet diving, fly fishing, paraw sailing, parasailing, snorkelling and surfing. It feels awesome when I get to stand on a board whilst being moved by the waves.

If you were given a change to make a wish come true, what would be your wish and why?

To have unlimited wishes 😀

Okay, lets not talk about wishes, instead, if you had an $1m dollars what would you do with it?

First, I’ll buy my favourite pizza and eat it. Then, I’ll book a trip to Japan with my family (I want to see their high-tech trains particularly the bullet train), I will donate money to those in need and with the remaining funds I will invest in stocks and put some in the bank.


Financial Advice Support


What does happiness mean to me?

Happiness is spending time with my family or with a bunch of my crazy good friends. It could be on a trip to somewhere or just with catch up with a coffee.


If you're on a road trip, what would be on your playlist?

I can listen to The Beatles, Alicia keys, Dua Lipa & Norah Jones all day! 


If you could be great at any sport, what sport would you choose?

Figure skating. I find beauty and thrill in this sport. I just love the grace, poise and precision of their movements and how the glide and spin in the air.


What is the first thing you do in the morning?

Say good morning to my dog. Her name is Princess and she is my happy pill. 


What TV shows do you love to binge-watch?

In my free time I love to watch Suits, Will & Grace, Masterchef, The Little Paris Kitchen by Rachel Khoo and E! News. 



Mortgage Advice Support


What gets you out of bed in the morning?

My two dogs, Alphonse and Isabel (Literally…they are my alarm clock!). We like to start with a brisk morning walk before we get into anything else, rain hail or shine!


What’s one part of your weekly routine you can’t live without?

I love getting to the gym and try to fit in a workout or a run in 4-5 times a week. It’s a habit I have continued since joining the Army at 18 and I have always enjoyed staying active. 


Where would we find you on a typical weekend?

Anywhere outdoors! You might find me on a hike or down at the beach with my dogs. I also love to cook so enjoy visiting any of the farmers’ markets in my area for inspiration.


If you could visit anywhere in the world you’ve never been, where would you go?

I would love to visit Japan next! I have been a huge fan of the food and culture for as long as I can remember, so it’s definitely the next destination on my bucket list.


Quality Assurance Officer


What type of music are you into?

I have always been into rock music growing up. I’d listen to different sub-genres depending on my mood: 

Bubbly and happy – I’d tune in to punk/progressive rock (The Ramones, Coheed and Cambria), 90’s rock (Incubus, Red Hot Chili Peppers, Silverchair) and even ska (Save Ferris); 

Emotional – the lyrics would always get me!  The Used, Coldplay, Silverstein, The Sundays;

When I’m feeling extra – you’d hear the powerful voice, scream and growl of bands like Poison the Well, Lacuna Coil, Nightwish and Deftones.

There are heaps of bands that I really adore but those are among the top.


Do you believe in having a "five-year plan"?

I do! Having a plan means having a goal and an objective. The plan does not take you to your goals unless you take action to achieve what you want to achieve. My plans keep me going. It’s one of the reasons why I wake up early every day and why I keep bouncing back after setbacks. It contributes to my sense of fulfilment and satisfaction.


What's on your bucket list?

Oh, I could talk about it all day. I’m glad that some of the most important ones in my bucket list like owning an investment property, having insurance in place and saving funds have been ticked already. I would love to travel to Japan with my family and experience the culture and taste the gustatory delights of Japanese cuisine (yum!). Explore the beautiful places in the Philippines like Batanes, Palawan and Siargao. Trip down under NSW, VIC and QLD (wish I could hug those Koalas); Southeast Asian tour. Meet Neil Gaiman and have my books signed; Go to Canada and attend a live concert of The Birthday Massacre; Go to New York and California to meet some friends and the list goes on.


What's something I would never guess about you?

Three major things:
1. I’m a gamer! During my teens til mid-twenties, I did spend so much time playing PC games like Red Alert, Counter-Strike, Diablo II and Final Fantasy.
2. Anime Lover. I’d binge-watch most of Studio Ghibli’s films like Spirited Away, My Neighbor Totoro, Tales from Earthsea and some series which originated from manga, like Attack on Titan, Demon Slayer: Kimetsu no Yaiba.
3. I’m a huge fan of Tattoos: I’ve got seven of ’em.


Implementation Guru


Any interesting stuff about yourself?

I’m the consummate ambivert. I’m normally a quiet and a loner-type of person, but I’ve kind of developed this “switch” in my head that if the need arises, I can easily become the loudest guy in the room. I only need to turn that switch on so I can do hosting events or sing to a friend’s wedding (yup, this is my mini-side gig off work). I also consider myself a “late bloomer” since I only learned to ride a bicycle at age 17! And, due to my passion for music, I was able to teach myself how to play the drums. Rock on!


Favourite "Life Moment"?

As a young kid, I have always dreamt of going to the Sydney Opera House. And, WOW. I have never imagined that I would be able to travel to Australia TWICE in a span of 3 years, back in 2017 and 2019. I was so thrilled and overjoyed during these trips that if you take a peek at my phone gallery, you’ll see thousands of selfies of myself (I travelled alone. Loner, right?) posing across all angles of this fan-favourite landmark Down Under. Talk about Achievement Unlocked! Sydney is also where I got my first ink and I’m just so glad that my mother spared my life upon arriving back home in Manila.


Top of your Bucket List?

I have always been fascinated by the Aurora Borealis, or the “Northern Lights.” And I promised myself that one day, I’d be able to travel to just one of those countries where this awesome phenomenon often occurs. Well, coming back to Sydney for a third time is also right up there in the list, far second!


Financial Adviser


What is your favourite movie?

That is a hard one, but if I had to pick just one, I would say ‘The Other Guys’. I’m a big Will Ferrell fan and enjoy an easy laugh.


Would you rather ride a bike, ride a horse, or drive a car?

All three. I love bike riding, whether it be road or downhill mountain bike (even though I don’t do it too much). I am also a huge racing car fan, which would explain why I’m tired on a Monday, as I have been up watching F1 (go Daniel Riccardo). Lastly, I grew up on a farm riding horses so I also must put that one down (although I have not ridden for many years and was certainly no John Wayne). 


What books on your shelf are begging to be read?

Quite a lot. I am a big fan of buying books….but unfortunately just not at reading them. So, I have quite an extensive backlog I need to get through. Mainly self/business motivation and biographies. I get a lot of inspiration from other people’s stories.  


What has been your greatest experience so far?

After university, I took a couple of years off to travel the world by myself. It was a fantastic all-round experience from having to plan and save for the trip and then facing different challenges along the way. I met a lot of new people (a lot who I still keep in contact with today) and my parents were working in Mongolia at the time, so I had the chance to travel on the Trans-Siberian Railway across Russia which was an amazing journey.



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


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


Consultum Rising Star (Winner) – Sam Robinson

AIM Leadership Excellence (Finalist) – Sam Robinson


Money Management Young Achiever of the Year (Finalist) – Sam Robinson


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


AFA Female Excellence in Advice (Nominee) – Sam Robinson


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