About Me

With the right motivation and great financial advice, I believe anyone can achieve their dreams. I am the Founder and Director of Pursue Wealth - an award winning financial planning company, dedicated to helping our members achieve their dreams. I often meet ambitious go-getters who have dreams to travel the world, buy their first home (or investment) or be in a position to comfortably start a family. They are always worried about their finances or they think they have to stop spending money on their favourite pastimes like going out for dinners, or enjoying lattes with friends. They are smart, well educated and career focused, so all they really lack is a clear and relevant plan to help them get there faster. This is the reason why I started Pursue Wealth. I am on a mission to help our members keep their pulse on their finances without needing to compromise their social and adventurous lifestyle. I believe in creating a holistic financial plan that supports your goals. This means we will look at your financial journey and your lifestyle needs in order to make this happen. When you meet with us, we will: Align your financial plan to fit your lifestyle - Show you what you can achieve - Handle all the paperwork - Regularly review your plan to ensure you are on track to achieving your dreams. If you would like to find out more about how I can help you become more financially independent, please contact me on 03 9686 1784 or email at sam@pursuewealth.com.au

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Achieving Your Dreams Pty Ltd