Welcome to our April newsletter

April has been a month of steady progress at Pursue Wealth, with a few updates from across the team, a reminder about our referral reward program, and some timely thoughts on navigating uncertain markets. We’re also celebrating Matt’s recent exam success and sharing our latest blog on how a financial plan helps build a clear, long-term strategy.

Thanks for staying connected - we’re glad to have you with us and hope you enjoy this month’s updates.

Celebrating a Team Milestone

First off this month, we’re excited to share some great news from the team, our Associate Adviser, Matt, has successfully passed his Financial Adviser Exam. This is a significant milestone in his professional journey and a reflection of the hard work and commitment he’s put in!

It’s an exciting step forward, and we’re looking forward to seeing what’s next for Matt at PW. 

Know someone who’d love us too? Refer them and treat yourself!

If you know someone who could benefit from financial advice, mortgage broking services, or accounting support, we’d love to have a chat and see how we can help.

Referring is simple, just fill in the form with their details and we’ll take care of the rest. 

If they choose to become a Pursue Wealth member, you’ll receive a thank you gift of your choice, from options like Airbnb, Mecca, JB Hi-Fi, Good Food vouchers, or a charity donation.

It’s just our way of showing appreciation for your trust and support in sharing what we do. ❤️

Tax Time Reminder – FY2024/25 Returns

With the 15 May deadline fast approaching, now’s the time to get your FY2024/25 tax return organised. If you’ve already lodged your return, please feel free to disregard this reminder.

We’re here to help make the process as smooth as possible and ensure everything is prepared and lodged on time, helping you avoid any last-minute stress or ATO penalties.

If you’d like to get started, you can book a time that suits you below.

We’ll prepare a draft of your return ahead of our meeting so we can go through everything together and make sure nothing is missed.

How a Financial Planner Builds Your Strategy

A strong financial strategy isn’t built once and left, it’s an ongoing process that evolves with your goals, lifestyle, and financial position.

This article breaks down how we approach that process in practice, from understanding your starting point and clarifying priorities, through to designing a tailored strategy and keeping it on track with regular reviews.

It’s a simple reminder of how all the pieces of your financial life are brought together into a coordinated plan, helping ensure your strategy stays aligned as life changes over time.

Staying the Course in Uncertain Markets

Finally for this month's newsletter, there’s no denying it, markets right now feel a bit uncertain.

Inflation has eased from its peak, but it’s still not fully back to normal. Interest rates remain relatively high compared to recent years, and global headlines continue to shift quickly. This mix can make markets feel unpredictable from month to month.

In Australia, the Reserve Bank of Australia continues to balance inflation control with supporting economic growth, which means we’re still in a transition period rather than a clearly “normal” environment.

What we tend to see in these conditions is short-term volatility. That can feel uncomfortable, but it’s important to remember that volatility is a normal part of investing cycles.

The key message hasn’t changed: investing is a long-term game.

Trying to react to every headline or market move often leads to worse outcomes than simply staying invested with a well-diversified plan aligned to your goals.

While conditions will continue to shift, history shows that disciplined investors who stay the course are usually the ones best positioned over time.

If anything, periods like this are a good reminder of why having a clear strategy and sticking to it matters most.