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Pursue Wealth

Pursue Wealth

4.9(138 reviews)See reviews ↓·Melbourne

About the company

Pursue Wealth is a financial advisory firm founded in 2014 by Josh Wingrove and Sam Robinson. Based in Melbourne, it assists clients across Australia through three entities: Pursue Wealth, Pursue Property, and Pursue Wealth Accounting. The firm has helped over 300 members. Its services include financial planning, mortgage broking and advice, and accounting and tax.

Pursue Wealth operates from a B-Corp registered office. It offers free and anonymous mental health care and coaching for team members and their families. The firm pays over the minimum wage for its on and offshore team members. It offers ESG investment opportunities where possible and desired. Its legal entity is Pursue Wealth Pty Ltd.

What customers say

Based on genuine customer reviews

In South Melbourne, Victoria, Pursue Wealth operates as a financial consultancy, and has built up 138 reviews with a 4.9 average rating. The listing places it within the directory's financial consultancy category. The rating and review count are drawn directly from the practice's public Google Business listing.

AccountantAccounting firmFinancial institutionInsurance agencyMortgage brokerMortgage lender
Pursue Wealth — Customer photo

Reviews

Reviews are taken from publicly available sources.

LS
Luke Siniakov29 January 2026

Pursue Wealth are extremely easy to deal with and highly professional. I worked with Gav to lodge my tax return and he was amazing. He showed great attention to detail and made sure I got the most out of my finances, while making the whole process feel comfortable and stress-free. 10/10 would recommend Pursue Wealth for all things accounting!

DM
darren masterson21 January 2026

I would highly like to Recommend Josh and his Team at Pursue Wealth, they made our property transaction smooth and efficient, they are genuine and professional and take alot of the hard work out of purchasing property........thank you to the Pursue Wealth team for making our dreams come true.

HJ
Haylee J7 October 2025

Couldn’t speak highly enough of Josh and the team at Pursue Wealth. They’re incredibly genuine, always go above and beyond, and it’s clear they truly have your best interests at heart. Their knowledge and expertise is next level, and they make the entire experience feel effortless and empowering. Choosing to work with them will undoubtedly be one of the best financial decisions you’ll ever make☺️

CJ
C J16 August 2025

Working with Pursue Wealth has been one of the best decisions for our family. As a busy parent, I wanted to feel confident that we were making smart choices for our future and creating security for our kids. The team at Pursue Wealth have gone above and beyond to not only guide us financially, but to make us feel supported and truly cared for along the way. Julia didn’t just look at numbers — she took the time to understand our values, our lifestyle, and what’s really important to us. Every conversation feels genuine, and I’ve never once felt judged or overwhelmed. We were completely green to the financial world when we started consulting with Julia and she walked us through everything in such a laidback easy to understand manner. I never once felt silly, she really laid it out for us in a way that was so digestible. She also never judged us for our past financial missteps. I feel like money and the discussion of it can illicit such shame responses, and she genuinely reassured us to the point that I felt I could be completely honest without feeling judged. Instead, I walk away feeling reassured, empowered, and excited about what’s ahead. It honestly feels like having trusted friends in our corner who happen to be financial experts. Knowing they’re always keeping an eye on things and helping us stay on track gives us so much peace of mind. For any family wanting advice that’s not only professional but also warm, approachable, and tailored to your life, I couldn’t recommend Pursue Wealth more highly.

BT
B T4 August 2025

We’ve had the pleasure of working with Josh Wingrove as our financial adviser for several years now—and truthfully, this review is long overdue. With the benefit of time, we can confidently say that Josh and the team at Pursue Wealth consistently deliver on their promises. Their service is truly comprehensive, from smart investment and risk management strategies to expert mortgage broking advice. What sets them apart is not just the technical expertise, but the genuine care and commitment they show in helping us build and protect our wealth. Having the right financial partners makes all the difference, and we couldn’t recommend Josh and his team more highly.

MG
Montanah Goodyer22 July 2025

Pursue Wealth are extremely easy to deal with! I personally dealt with Gav who was friendly, fast at responding with answers to my questions and made me feel comfortable when discussing my tax return. Would highly recommend Pursue Wealth for all things accounting. Thank you Gav!

SR
Shane Ratnatilake14 July 2025

Pursue Wealth were amazing to work as mortgage brokers through our home purchasing journey. Josh and Steph are highly knowledgeable, great communicators, helped us understand our options, were able to adapt/pivot when we wanted to change our approach and made the process really easy. Would highly recommend them to support with your property purchase journey

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1360 Financial Strategists★ 5,0438No
2Choice Capital★ 5,095No
3Priority1 Wealth Management Group★ 5,014No
4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
5Toro Wealth Financial Advice★ 5,08No
11Pursue Wealth (this page)★ 4,9138No
Contact
+61396861784www.pursuewealth.com.auCentral House, Ground Floor/101 Moray St, South Melbourne VIC 3205
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–16:30
SaturdayClosed
SundayClosed