Welcome to our June newsletter

June has arrived, and with it comes a mix of celebrations, helpful reminders, and a few great reads to support your financial journey. From exciting personal news within the Pursue Wealth team to a wrap‑up of the latest Federal Budget and a spotlight on one of our incredible members, there’s plenty to catch up on this month.

So settle in with a warm drink and enjoy the latest from the Pursue Wealth community.

A Sparkling Milestone for Nick

We’re thrilled to share some wonderful personal news from the Pursue Wealth team. Our Operations Manager, Nick, recently got engaged to his partner, Noah.

It’s a beautiful milestone for them both, and the whole team is absolutely delighted to celebrate this moment alongside them. Please join us in congratulating Nick and Noah on their engagement - such a special chapter to begin together.

Budget Update: We're Keeping Watch

The Federal Budget included a number of proposed changes that may affect your finances, from tax cuts and cost-of-living relief to updates impacting superannuation, healthcare and housing.

We've put together a quick snapshot of the key announcements and who may be impacted.

Many of these measures are yet to be legislated, but rest assured we're keeping a close eye on developments. If any changes are passed and are relevant to your financial strategy, we'll be in touch to review your position and discuss any opportunities or considerations.

Read our Budget summary here:

Member Spotlight: Stef Makes an Impact!

We are absolutely thrilled to celebrate one of our incredible clients, Stef Frawley, who was recently honoured with the prestigious Industry Impact Award at the 2026 Victorian People in Property Awards!

This award is a massive testament to Stef’s outstanding leadership, vision, and the undeniable mark she is leaving on the property sector. We are incredibly proud to partner with trailblazer like Stef who drive real change in the industry

FY2025/26 Tax Returns

With July just around the corner, now is a great time to start thinking about your FY2025/26 tax return.

From the second week of July, you'll be able to book your tax meeting with Gav, who will guide you through everything you need to get organised and help ensure your return is prepared correctly.

A quick note on timing: while many tax documents are available shortly after 30 June, if you hold investment accounts, managed funds or other investment portfolios, it's generally best to wait until at least September before lodging your return. This allows sufficient time for annual tax statements to be issued and helps avoid the need for amendments later on.

If you're ready to get started, you can book a time using the link below.

Financial Planning for Dual-Income Couples

A lot changes when two incomes come together, whether that is goals, habits, priorities, and the way money flows day‑to‑day. This article explores practical ways couples can structure their finances, so things feel fair, organised, and aligned. It’s all about building a shared system that supports your lifestyle now while keeping you on track for the bigger goals you’re working toward together.

How to Map Out Your Next 10 Years of Life Goals

If you’ve been thinking about the next chapter of your life such as career, family, lifestyle, or personal growth, this piece offers a simple framework to help bring those ideas into focus. It walks through how to set meaningful long‑term goals, break them into manageable steps, and make sure your financial strategy supports the direction you want to head in. A great read if you’re ready to get intentional about the decade ahead.