We'll work with you to set short, medium and long term goals, and keep you on track to achieve them. As a Pursue Wealth member, you'll have the tools at your disposal to ACHIEVE your dreams. Become a member today! As an award-winning team with an adventurous spirit, we'll design you a financial plan that will suit your lifestyle and your goals.
Because like you, we'd rather buy our Jimmy Choo's in Paris, not from eBay. Want your dream home without sacrificing too much of your lifestyle or travel plans? We'll help you put a realistic plan in place to secure a home you love, so you can relax and know the stress has been removed. As part of your membership, we'll work with you to articulate your dreams and set up goals along your journey to achieve them.
Because like you, we'd rather buy our Jimmy Choo's in Paris, not from eBay. Want your dream home without sacrificing too much of your lifestyle or travel plans? We'll help you put a realistic plan in place to secure a home you love, so you can relax and know the stress has been removed. As part of your membership, we'll work with you to articulate your dreams and set up goals along your journey to achieve them.
Services
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.
You're not alone! Building a successful career takes time and dedication and we know you'd rather spend your precious spare time catching up with friends or family, instead of crunching numbers. With an expert to manage your finances, you'll have more time to enjoy what is important in your life.
We give you the keys to building wealth and achieving your dreams through tailored, strategic goals-based advice with the right amount of accountability to keep you on track.As an entrepreneur, we know you're as motivated as we are - and we love that! Entrepreneurs are notorious for taking risks and investing all of their waking (and sleeping) hours to create the businesses of their dreams.
We give you the keys to building wealth and achieving your dreams through tailored, strategic goals-based advice with the right amount of accountability to keep you on track.As an entrepreneur, we know you're as motivated as we are - and we love that! Entrepreneurs are notorious for taking risks and investing all of their waking (and sleeping) hours to create the businesses of their dreams.
On the weekends, you will find me checking out a new music festivals or relaxing with a glass of white wine. My friends would describe me as a loyal, hardworking and a caring person who is always ready for the next adventure overseas. I wanted financial advice as I am starting to think about my future and I would like to purchase my first home.
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.
Reviews (14)
Salima Abba
Dec 30, 2021
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FOREX AND CRYPTO TRADING INVESTMENT This may be inappropriate here but I have been looking for a resourceful investment to make, and after so many failed trials, I have been able to secure a proper investment which I have benefited from, and it would be wrong to keep it to myself while others can benefit as well. I have been able to secure a lot… for myself in less than a month with the help of Mrs loyce green. she is a Binary and Forex broker. I started with a minimum investment of $500 and earned $6,500 within 7 days. Most of you might think it's a joke, but this is how people miss wonderful
Brad Smith
Oct 20, 2021
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Chris Hampton
Jul 17, 2021
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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.
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
Jun 24, 2021
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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
Jun 20, 2021
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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
Apr 27, 2021
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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.
Adam Abrahall
Nov 20, 2020
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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.
Very excited about the future financially and really happy with the progress in such a short space of time.
Chloe-Michelle Daglish
Nov 03, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
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.
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.
Jessica Du-Lake
Oct 19, 2020
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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.
Blake Malcolm
Jul 14, 2020
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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.
I believe it is hard to find that level of service anywhere else when looking to secure a loan.
Terri Royle
Jan 06, 2020
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The staff at Pursue Wealth are very professional and thorough. It was so simple organising a home loan via them, and it was done all through the internet (no travelling backwards and forward to sign papers) The boys Josh and Tom always answered all of my questions and made everything feel so easy. A special mention to Stacey also, she started this whole process. Thank you everyone for all the help.
Adam Davidson
Nov 19, 2018
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Approachable, Friendly, Honest and always there to assist with any question or concerns around all my financial needs or Investments.
Whether it is financial advice, insurance set-up, superannuation, Tax advice and or Home loan review and application. The Pursue Wealth Team have offered their advice and expertise, to help set-up and monitor these financial stress without an issue.
I have been a member of Pursue Wealth for a number of years now and would strongly recommend all their services to anyone requiring this advice or service. A big Strong thankyou to the team, practically Josh on a fantastic
Whether it is financial advice, insurance set-up, superannuation, Tax advice and or Home loan review and application. The Pursue Wealth Team have offered their advice and expertise, to help set-up and monitor these financial stress without an issue.
I have been a member of Pursue Wealth for a number of years now and would strongly recommend all their services to anyone requiring this advice or service. A big Strong thankyou to the team, practically Josh on a fantastic
Oliver J. Dickinson
Jun 28, 2017
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Patricia Keane
Feb 25, 2016
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Sam seems to have a sixth sense regarding what people need and want. From my first appointment with her she fully understood my concerns about my future and I left feeling a lot more secure and confident about my retirement years. Do not hesitate to give Sam a call for any financial concerns you may have.
