Pursue Wealth is a Melbourne-based financial advisory firm offering personal wealth management and financial planning services. They work with individuals and families seeking structured advice on investment strategy, retirement planning, and wealth accumulation. Operating from a Melbourne office, they maintain standard business hours Monday to Friday, with extended availability during the week.
As financial advisors, Pursue Wealth likely provides services spanning investment portfolio construction, superannuation strategy, insurance needs analysis, and retirement income planning. Their approach appears focused on delivering personal, one-on-one advisory rather than generic product placement. They maintain a direct client engagement model, accessible by phone and through their website for initial consultation.
Pursue Wealth holds a strong 4.9 out of 5-star rating across 139 Google reviews, indicating consistent positive client feedback. This rating level suggests clients find value in their advice and service delivery. New clients typically begin with an initial consultation to establish their financial goals and current position before any formal engagement.
Services
- Investment portfolio advice and management
- Retirement and superannuation planning
- Financial goal setting and wealth strategy
- Insurance needs assessment
- Tax-effective investment structuring
- Estate planning consultation
Frequently Asked Questions
What does Pursue Wealth do?
Pursue Wealth provides financial advisory services to Melbourne clients, including investment planning, retirement strategy, and wealth management. They work directly with individuals and families to develop personalised financial strategies aligned with their goals and circumstances.
Is Pursue Wealth good?
Pursue Wealth has a 4.9 out of 5-star rating based on 139 Google reviews, indicating strong client satisfaction. This consistently high rating suggests clients value their advice and experience positive outcomes from their engagement.
Where is Pursue Wealth located?
Pursue Wealth operates from Melbourne. Specific street address details are not publicly listed, but clients can contact them via phone or their website to arrange in-person or remote consultations.
How do I contact Pursue Wealth?
Contact Pursue Wealth on +61 3 9686 1784. They’re available Monday to Friday, 9am–5pm (Friday closes 4:30pm). Visit https://www.pursuewealth.com.au/ for online inquiries or to request a consultation.