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Pursuit Advisers

82 Smith Street, Warragul, Australia
Finance Company

Description

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Pursuit Advisers is a locally owned financial services firm located in Warragul.  Pursuit Advisers is a locally owned financial services firm offering Accountancy Services, Financial Planning, Personal Risk Insurance, Mortgage Broking and Self Managed Superannuation.

Our accountants have extensive experience in a wide variety of industries including agriculture, professional services, manufacturing, retail, internet and building and construction. They are experts in accounting programs such as Xero, MYOB, Quickbooks and Reckon, making in-house bookkeeping for clients more efficient, meaning less time is spent on balancing books and more time spent on other aspects of business.

It is becoming more difficult to find a loan that is cost effective, flexible and tailored to the needs that you have. Products are generic and complex and often hard for customers to understanding. We can tailor a lending solution suited to you, whether you are buying a home, a car, or structuring a loan to purchase or grow your business.

Our Financial Planners have over 30 years experience in the Finance Industry and are focused on delivering industry leading financial planning strategies and advice to both retirees and pre-retirees. We specialise in retirement planning and superannuation, SMSF advice, direct investing (including property), borrowing to invest (gearing), personal insurance and estate planning strategies.

We can assist with all aspects of Self Managed Superannuation Funds, including establishment of SMSF's, preparation of annual accounts and tax returns, preparation of quarterly activity statements, correspondence with auditors, establishment of bare trusts where required for LBR arrangements, compliance with superannuation legislation.

RECENT FACEBOOK POSTS

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Easy Refinancing For A Better Deal On Your Home Loan

While refinancing your home loan may seem overwhelming at first, it's less complicated than you might think.

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Pursuit Advisers will be CLOSED on the 26th for Australia Day! Hope you have a Fair Dinkum day. We will be back on Friday the 27th at 9am.

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Home Loan Health Check? New Car?

Happy New Year! What would you like to achieve in 2017?

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Pursuit Advisers's cover photo

Pursuit Advisers's cover photo
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Pursuit Advisers wishing you all a Happy New Year! We will back in the office on Monday January 9th at 9am.

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The Pursuit team would like to wish everyone a Merry Christmas and a safe and happy New Year! Our office will be Closed from 5.00pm Thursday the 22nd of December and will return on Monday the 9th of January.

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Pursuit Advisers on Twitter

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Pursuit Advisers on Twitter

Keep up to date with the finance world. Follow us on Twitter.

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Congratulations to the newly wed couple Nicole and Adrian tying the knot on November 26. We wish you a long and happy life together. From the team at Pursuit Advisers.

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On Tuesday Cameron and Jamie of the Pursuit Financial Advisers team attended an MLC training day in the city, the financial planning team came home with first place for MLC/NAB 2016 Best Business Growth (revenue less than $1 million category). We were one of five nominees in this category. Great work Financial Planning division!

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Scrapping of non-compulsory uniform concessions on the table: How would businesses respond?

In discussion at the moment, scrapping of non-compulsory uniform concessions. An interesting read.

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Jessica White

Introducing our newest Pursuit Advisers team member Jessica. She will be assisting the Financial Planning division. Welcome Jessica, we are sure you will fit right in!

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