Pursue Wealth

We love getting to know you - so here’s a little more about us!

Meet your Financial Dream Team💫

Alex’s passion for practical, member-first advice makes him a natural fit at Pursue Wealth.

If Alex’s approach sounds like your vibe, it’s time to say hi 👋

Click the link in our bio to book a 15-minute intro to see if we’re a fit!

Groceries up. Fuel up. Rates up.😅

It’s a lot - but it doesn’t have to throw you off track.

The key is staying in control of your cash flow and making intentional moves early.

If your budget needs a reset, this is your sign.

Reach out to the Pursue Wealth team (link in bio!) and let’s get your budget sorted.

A warm welcome to Optalife Wealth - we’re excited to have you join the Pursue Wealth family! 🎉

Together, we’re building a stronger team with deeper expertise so we can continue helping our members achieve their goals and build wealth, smarter and sooner.

Big dreams deserve a smart plan.
At Pursue Wealth, we help go-getters build wealth, stay accountable, and enjoy the journey along the way. 💪

At 14, she already knew this was the path.

Not because of markets.
Not because of money.
But because she watched her mum fight for financial independence and saw firsthand how the right advice can change a future.

Today, Sam Robinson is a Director at Pursue Wealth, leading a 21-person team helping young professionals design their lives first and build their finances around it.

Thank you to James Dunn for capturing Sam’s journey in The Inside Adviser.

Click the link in our bio to read the full article ❤️

Big news!🎉
Last week, our amazing directors, Sam Robinson and Josh Wingrove, have made it onto 40 Under 40 list!

We couldn’t be prouder to see them recognised among the brightest minds shaping the future of financial advice.💡

Congrats Sam & Josh and cheers to all the other legends on the list! 🥂

It’s Financial Planning Week!
This week, we’re celebrating the incredible work of our Advisers who help Australians live confidently today while planning wisely for tomorrow.

💡 Did you know that 9 in 10 clients who work with a financial adviser feel financially secure? A powerful reminder of the value of good financial planning.

If you’re curious about how financial planning could support your goals, feel free to send us a message to explore whether Pursue Wealth is the right fit for you.

SOURCE: 2025 Value of Advice Consumer Research

It’s Financial Planning Week!
This week, we’re celebrating the incredible work of our Advisers who help Australians live confidently today while planning wisely for tomorrow.

💡 Did you know that 9 in 10 clients who work with a financial adviser feel financially secure? A powerful reminder of the value of good financial planning.

If you’re curious about how financial planning could support your goals, send us a message to explore whether Pursue Wealth is the right fit for you.

SOURCE: 2025 Value of Advice Consumer Research

Starting 1 October 2025, the First Home Guarantee is getting a major upgrade (brought forward 3 months earlier than we expected)! No income caps, higher property limits & unlimited spots.

Click the link in our bio to read more under “Pursue Wealth Recent Blogs” 🏠🔑

🚨 Your “safe” savings account might be costing you 🚨

One of our Directors & Advisers, Sam Robinson, shared with the why investing could beat saving when it comes to building wealth.

✅ Save for short-term goals (