Pursue Wealth in South Melbourne, Victoria | Investing service

Pursue Wealth

Locality: South Melbourne, Victoria

Phone: +61 3 9686 1784

Address: 174 Cecil Street 3205 South Melbourne, VIC, Australia

Website: http://www.pursuewealth.com.au

Likes: 1410

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• Investing service
• Financial planner
• Brokerage firm

25.01.2022 Should you invest in shares or property? This is a question most of our members ask at some point in their financial journey with us. In today's video, Sam and Josh delve into the pros and cons of both to help you weigh up your options! For more #teamshares vs #teamproperty debates, or a more detailed conversation about what the best option is for you personally, book in for a chat with one of our experienced adviser | http://ow.ly/NGdf50BvQdi

24.01.2022 You're going to reach the sky! #PursueWealth

23.01.2022 Did you know that you could be eligible for a $25k government grant if you undertake renovations worth over $150k? In our last video, Sam and Josh discussed financing your renovations through savings, drawing equity from your home, or using a construction loan. If you would like to understand more, book in for a 15 min chat with one of our friendly property specialists, or head over to our blogpost on the Home Builder's Grant & Construction Loans | http://ow.ly/YSPa50B8...oia #financialadvice

23.01.2022 Tips to save money when you move! 1. Make a plan, the more prepared you are, the less opportunity for last-minute surprise costs! 2. Move with less, it will save you time as well. 3. Compare quotes for removalists, don't take the first price you get.... 4. Choose an off-peak day to move. What are you going to put your savings towards? Source | Mirage News #PursueWealth

23.01.2022 Review "Josh, Sam and the team are proof you can benefit from tailored and goal-orientated financial planning advice. Keep up the great work!" Thanks, Jake, we love seeing your results! ... #PursueWealth

21.01.2022 Many people don't know about Trauma cover even though it has a higher rate of claim than Life, TPD or Income Protection! Watch this short video to learn what it is and how it can benefit you. If you would like to have your insurance reviewed or need to have it set up, book in for a 15 min chat with one of our experienced advisers! http://ow.ly/FtqH50CsTrU #financialadviser #insurance #personalprotection

20.01.2022 Daydreaming about your next holiday? Let us help you with LIFESTYLE PLANNING and help you reach your end goal with great advice and a road map strategy to keep you on track. You can book in a 15-min chat here | https://bit.ly/2LjE0y4... #PursueWealth

18.01.2022 How often have you replied with "It's not the right time" when someone asked you: Why haven't you started your business yet? Why haven't you booked your flights? Why haven't you begun investing? ... Don't pull up "Covid" as an excuse! We know some of you have been sitting on the fence way before Covid was a thing. So what stopped you then? Are you going to let it continue stopping you? 'Good timing' i.e. LUCK is when EFFORT meets OPPORTUNITY. So stop being your own worst enemy and follow these steps to success: Research - Write a plan - Take action - Review the plan - Pivot and Repeat! If you need help with a financial plan, don't be shy about reaching out! We live to help our member's reach their goals Book in for a 15 minute chat | http://ow.ly/Xjpu50B2n86 #financialadvice

18.01.2022 When buying a new car, financing through the dealership can seem like the easiest option, but it isn't always the best! It is worth reaching out and speaking to a bank, or even better, using a broker. We have greater bargaining power, helping you to find a loan that is best suited to your situation with the most competitive rate ... Learn more in our blog here | https://bit.ly/2PfXplL #PursueWealth

16.01.2022 At #PursueWealth we will build you a personalised financial plan, setting markers along the pathway to help you ACHIEVE your short-term, mid-term and long-term financial goals. You can book in a 15-min chat here | https://bit.ly/2LjE0y4

16.01.2022 Construction loans aren't as complicated as you might think, but they do involve a few more steps than a regular home loan If you want to learn more, check out our previous video on constructions loans for a simple explanation by Sam and Josh! When you are ready to discuss options for your personal situation, book in for a complimentary chat with one of our friendly mortgage brokers | http://ow.ly/9rOF50BsYMz... #mortgagebroker #loanadvice #dreamhome #financialfreedom

15.01.2022 Be careful what you sign up for... Swipe for some useful tips on financing your new car through a dealership versus a broker & avoid losing money in plain sight! If you're on the market for a new car and you need a loan, chat to us first so you can ask the right questions before sealing the deal. ... Book in for a 15 minute chat | http://ow.ly/FrvA50B4rDw

15.01.2022 When is a good time to review your insurance cover? There are certain life events which should prompt consideration or review of your cover: Changes to your income Getting married... Having children Buying property Starting your own business; and Putting together a financial plan! If you would like to have your insurance reviewed or set up, book in for a chat with our team and we can help you out! http://ow.ly/QjuN50CeeMd #financialadvice #insurance

14.01.2022 Are you interested in building your new home but have no idea how construction loans work? In this video, we'll be answering a lot of our member's commonly asked questions about construction loans so you can start this exciting new journey with your best foot forward. If you want to book in for a complimentary chat with one of our property specialists, find an available time through this link: http://ow.ly/aBg850B6Epr ... #financialadvice

14.01.2022 Have you been online shopping? Yes, we're talking to you Here's a short reminder from our team that you probably already knew you needed... #financialadvice

13.01.2022 SELF EMPLOYED? The new financial year marks a fresh start for all small businesses and self-employed hustlers. Superannuation is often put on the back burner, check out our latest blog post for the latest advice and tips on Superannuation. Read our blog 'Financial Advice for the Self-Employed' here | https://bit.ly/2E0lQkI... #PursueWealth

13.01.2022 Our prerequisites: A desire to influence your future goals and the motivation to reach them Let's get started! Book a time to speak to one of our awesome advisors | https://bit.ly/2LjE0y4... #PursueWealth

12.01.2022 Did you know that the loan you need to BUILD a house is different to the loan you need to BUY a house? Well this month we're talking all things construction loans and the Government's $25K Home Builder's Grant! This free money is only available if you sign a building contract by the end of this year, so check out our new blogpost for all the juicy details! | Read it here http://ow.ly/aWWU50B2jH3... #financialadvice

12.01.2022 Estate Planning isn't something that many people like to think about, we get it. We also understand that you want to save your family the worry at a later date. We can make estate planning pain free, so you have that peace of mind ... Book a time to speak to one of our awesome advisors | https://bit.ly/2LjE0y4 #PursueWealth

11.01.2022 "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!" - Charlie If you or someone you know is looking for a friendly team that prioritises a personal approach to financial advice, book in for a 15 minute chat http://ow.ly/WeDU50C8jkI #testimonial #financialadvice

11.01.2022 Are we in a recession? Recession is a scary word that no one likes but if this is our reality now, it's your responsibility to understand what a recession means for you, and how you can prepare yourself to be in the best position possible If you want to chat more about your personal situation, book in for a chat with one of our experienced advisers | http://ow.ly/l4vf50BqGDd ... #coronavirus #recessionproof #financialadvice #wealthbuilding #FIRE #goaldiggers

10.01.2022 Stop avoiding uncomfortable topics. If this is you, there is a problem that needs to be fixed. You change the topic when someone starts talking about money You avoid looking at your bank balance because you're scared of what you might see, or you feel confused... You can't remember the last time you didn't have any credit card or 'buy now pay later' debt People tend to adopt their parent's poor money habits or a "broke" mindset encouraged by the media (hint: it's designed that way to sell you things!) but these are not legitimate excuses for not taking action. Commit to change & book in for a 15 minute consultation with one of our advisers | http://ow.ly/vb6G50B2j5H #financialadvice

10.01.2022 Thanks Em & Louis! You got us right in the feels Just like our relationship with food, social media and [insert guilty pleasure here], it's so so SO important that you also have a good relationship with your #MONEY. If you would like some help from Sam & Josh on how to rewire your money mind, book in for a 15 minute consultation | http://ow.ly/ptKr50B2h9L

10.01.2022 Do you have a guarantor on your loan and want to release them ASAP? Find out how you can do this (without paying off their entire loan portion) in this quick video! If you're intrigued by this idea and want to learn more, book in for a complimentary chat with one of our property specialists | http://ow.ly/8c2b50BvQSt #financialadvice #mortgagebroking

09.01.2022 An important message for people who feel like they're failing... Have you recently: Had your salary reduced? Been made redundant?... Had to use your emergency funds or draw down on your investments to stay afloat? Please know that: The last few months have been challenging, and you are resilient for still being focused Reprioritising where you allocate your money means understanding what you truly value You are not alone! If you don't feel confident about your financial future, please reach out to us. We are here to help Link to chat | http://ow.ly/708k50B2hxF

09.01.2022 Whilst many people have big goals, only few have the discipline and drive to actually achieve their dream life. Having someone to keep you accountable increases your chances of success significantly, and that's what we aim to do for all our members! If you are looking for a financial accountability buddy, book in for a chat with one of our experienced advisers today http://ow.ly/LnoO50CefdW... #financialadvice #motivationalmonday

09.01.2022 Dan joined us over a year ago and it's been an absolute pleasure working with him, both as a member and as a BDM! We love when people in the same industry believe in what we do and share the word so we can continue helping more people achieve their dreams #financeadvice #mortgagebroking #financialfreedom #dreamhome #hustlehard #personalfinance #memberappreciation #FIRE #personalinsurance #googlereviews #pwdreamteam

08.01.2022 The million dollar question!! Are you team property or team shares? If you've been an OG member you might remember the heated debate that went down between Josh and Sam 2 years ago on our member's day! This month we dropped a blog post recapping their views and elaborating more on this popular topic. Go check it out | https://pursuewealth.com.au/should-i-invest-in-property-or/... #financialadvice

08.01.2022 Fun Fact Fridays are back! If you've thought of adopting a pet recently, watch this quick video for some nifty financial facts At Pursue Wealth we LOVE our fur babies and our very own Chief Happiness Officer is a 2 year old puppy! Wanting more help with your cashflow to make sure you can afford a new furry friend? Book in for a chat with us today | http://ow.ly/aBg850B6Epr... #financialadvice

08.01.2022 Happy Friday everyone! To round up our week here are some interesting facts about Stu, our newest team member. If you would like to learn more about him, head on over to our team page on the website! #financialadviser #melbourne #pwdreamteam

08.01.2022 Are you on the market for your first home? Watch this short video to discover 3 government schemes that could save you thousands of dollaroos! This could be the difference of getting you into the market NOW If you want to learn more, book in for a complimentary chat with one of our friendly property specialists. We can help you quickly work out which schemes you are eligible for, and how to apply | http://ow.ly/rbd250BcQiW... #mortgagebroking

08.01.2022 All smiles here at PW headquarters because Josh and Sam have both been nominated for the FS Power 50 award! Since they started Pursue Wealth over 5 years ago, they've had the opportunity to help over 300+ members achieve their goals, and they've grown the dream team from 0 to 7 amazing employees To vote for Josh & Sam, head on over to the Financial Standard website and submit your vote today | https://www.financialstandard.com.au/voting/

07.01.2022 Have you received a tax report from us or your investment platform recently? Watch this quick and important reminder from our team before you lodge your tax return this year! It could save you some well earned money Check out our tax blog | http://ow.ly/PeuD50BcPYi... #taxtime #financialadvice

07.01.2022 And that's exactly what Jess did! The PW Dream Team would not be where it is today without our members passing on the word and sharing their experience with loved ones. Not a day goes by that we forget this P.S We love working with you too Jess! Who needs the local cafe to remember their coffee order when your financial advice team can recognise your voice over the phone! ... If you want to join the PW family, book in for a 15 minute consultation with one of our advisers here | http://ow.ly/vQKg50B2kfR #financialadvice

05.01.2022 STRUGGLING with budgeting? Let us help you manage the stress of budgeting and give you the confidence to make tough decisions with advice and goal setting. You can book in a 15-min chat here | https://bit.ly/2LjE0y4... #PursueWealth

05.01.2022 Don't let uncertainty get in the way of you achieving your dreams, take the plunge, we're here to help! #PursueWealth

04.01.2022 Wow!! We are so stoked that Sam is a finalist for not one, but TWO categories in the 2020 Women in Finance Awards! Our team will be dressing up and grabbing a glass of wine to attend the virtual awards ceremony to support our lovely boss lady! We'll also share more in our insta stories tonight - so stay tuned! #womeninfinance #girlpower

03.01.2022 Have you checked in with yourself lately? It's been a wild 2020 and many of us are spending way more time at home than we are used to. Although we know it kinda sucks, here's a small reminder to be proactive with your happiness and find new ways to bring joy into your life! Some ideas from us: Reconnect with an old friend you haven't spoken to in a while ... Try learning a skill you never thought you would be able to do Give 3 genuine compliments to people every day for a week Let us know what your ideas are! @poppydeyes via Pinterest #motivationalmonday

03.01.2022 Did you know that travelling is the 2nd most common goal among our members? Although we're very disappointed we can't go travelling this year, we've been seeing many small businesses use this difficult period to trial innovative processes and introduce new product offerings If you have a side hustle idea or a new skill you want to learn, maybe now is the perfect time! ... #financialadvice

03.01.2022 Is your home due for a makeover? Watch our short video to learn 3 ways you can finance your renovations & potentially make use of the $25k Home Builder's Grant! Sam and Josh are undertaking their own reno project and are keen to share their tips and tricks. If you want to discuss any of the three financing options, or simply want to exchange bathroom vanity ideas, book in for a complimentary chat with one of our friendly property specialists http://ow.ly/bSz150B9cl0 ... #mortgagebroking

02.01.2022 There are many options when it comes to financing a car For most of us, needing a car is a pretty immediate event, meaning that financing is the more practical option. Cars are significant purchases, and we recommend having a chat with us to figure out what your options are! ... You can check out the blog here | https://bit.ly/2PfXplL #PursueWealth

02.01.2022 Who's ready to kick some goals? Pinterest #PursueWealth

01.01.2022 Are you currently receiving the Job Keeper benefit? The government has recently announced changes being applied from the 28th of September that will affect anyone receiving payments, based on the number of hours worked in either: the 4 weeks of pay before 1 March 2020, or the 4 weeks of pay before 1 July 2020... Watch this video to learn more about the $ changes and how to prepare for them If you have further questions or want some help with your budget, book in for a 15 minute chat with our awesome advisers | http://ow.ly/FrvA50B4rDw