Welcome to our March newsletter

March has arrived, and it’s been a month full of milestones and celebrations at Pursue Wealth! From welcoming new members to our team and celebrating engagements, to sharing stories of purpose and empowerment, there’s plenty to be inspired by this month.

So grab a coffee and enjoy the latest updates from across the Pursue Wealth family!

Optalife Wealth joins Pursue Wealth!

We’re excited to welcome Optalife Wealth to the Pursue Wealth community.

By bringing together two likeminded firms with a shared commitment to values-led financial advice, we’re expanding our team and strengthening the expertise behind the advice we provide.

Welcome Sam Wakefield to Pursue Wealth

Engaged! Congratulations, Alex

Earlier this month, one of our superstar Pursue Wealth Advisers, Alex, proposed to his partner, Zoe... and she said yes! 🎉 The entire team is over the moon for the happy couple as they begin this exciting new chapter together. We’re thrilled to celebrate this special milestone with him!

From Passion to Purpose: Sam’s Story

Our Director, Sam Robinson, was recently featured in The Inside Adviser, sharing the personal story that inspired her career in financial advice.

From witnessing the life-changing impact advice had on her own family to building Pursue Wealth alongside business partner Josh Wingrove, the article explores the journey behind the purpose that drives our firm today.

Read Sam’s story

Celebrating International Women's Day

In honour of International Women’s Day, Sam spoke to an intimate audience, sharing insights on financial empowerment and values-led planning. The crowd, made up of corporate staff from the Department of Education and Cancer Council, were inspired by Sam’s practical tips and personal stories about building a purposeful financial life.

It was a fantastic opportunity to celebrate IWD and highlight how meaningful financial advice can help everyone, no matter where they are in their career or life journey.

Josh Wingrove
Ground Floor, 101 Moray Street | South Melbourne VIC 3205
t. 0396 861 784
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

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