Welcome to our August Newsletter

August has been a month of sharing insights, supporting our community, and helping our members stay informed in an ever-changing financial landscape. In this edition, we're sharing a recent webinar featuring Josh and Samuel on building wealth in a post-Budget environment, highlights from Alex and Matt's financial education workshop and an important update regarding direct debit processing for some members.

You'll also find two new articles from our team, covering the differences between managed funds and ETFs, as well as practical financial planning tips for blended families.

Thanks for staying connected with us. We hope you enjoy this month's updates and find something valuable to take away. 😊

Fee Synergy Update for Financial Advice Members

We are implementing a change to the entity that will process your direct debit payments. This notice is only relevant if you pay your ongoing financial advice membership via direct debit from your bank account.
No action is required from you in regards to this change.

What is changing
Direct debit payments for your account will be processed by Achieving Your Dreams Pty Ltd (ABN 19 669 760 561), rather than Pursue Wealth Pty Ltd (ABN 95 602 183 773).
This change is a result of a small project to streamline some of our operational functions and will take effect over the coming month.

What stays the same
Your existing direct debit authority will be migrated to the new structure on the existing terms. The amount, frequency, expiry and account details for your payments will remain unchanged.
No action is required from you and your rights under your existing direct debit agreement continue to apply in full.

Questions or concerns
If you have any questions or concerns about this change, please contact us on (03) 9686 1784 or email advice@pursuewealth.com.au.
Thank you for your continued trust and partnership.

Building Wealth and Reducing Tax in Today’s Post-Budget Environment

Josh Wingrove and Sam Wakefield recently joined Tim Graham from Hotspotting to discuss how investors and wealth builders can navigate the changing post-Budget landscape.

From property and tax changes through to superannuation, diversification, and long-term wealth strategies, the session is packed with practical insights to help you make informed financial decisions.

If you'd like to watch the replay, we've included the link below.

We hope you find it valuable!

Watch the full webinar here!

Pursuing Better Money Habits

Last month, Alex Strempel and Matt Kanizay spent time with the Central House community delivering a workshop on turning financial goals into action. From building good banking habits and understanding surplus cash flow to investing early and staying diversified, the session was all about helping people create a clearer path towards the life they want to live.

We love being able to support our community through practical financial education.

Go team!

Interested in bringing a financial literacy session to your workplace, community group or your child's school? 👇

Get in touch with us to start the convo!

Managed Funds vs ETFs: What’s the Difference?

Thinking about investing but not sure whether managed funds or ETFs are right for you? Our latest article breaks down the key differences, highlights the pros and cons of each approach, and explains why many investors choose to use a combination of both. It's a quick, practical read designed to help you better understand your investment options and build confidence in your long-term wealth strategy.

Planning for a Blended Family? Start with a Financial Plan

Every family is unique, and so are the financial decisions that come with it. In our latest article, we share seven practical tips to help blended families align their goals, protect what matters most, and create a clear path forward together. A great read for anyone navigating new family dynamics and wanting to build long-term financial security.

Josh Wingrove
Ground Floor, 101 Moray Street | South Melbourne VIC 3205
t. 0438884690
e. josh@pursuewealth.com.au
w. www.pursuewealth.com.au

Pursue Property Pty Ltd Credit Representative 495201 is authorised under Australian Credit Licence Number: 389328 | ABN: 28616759034

This email provides general information only and has been prepared without taking into account your objectives, financial situation or needs. While every care has been taken to ensure the accuracy of the information it contains, neither the publishers, supplier, authors nor their employees, can be held liable for any inaccuracies, errors or omission. Copyright is reserved throughout. All information is current as at publication release and the publishers or suppliers take no responsibility for any factors that may change thereafter. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances. We are committed to protecting your privacy. Our Privacy Policy contains information about how you can access and ask us to correct your information, or make a privacy related complaint. You can obtain a copy by contacting us directly.