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Pursuit Private Wealth
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​Helping You
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Who we are

Pursuit Private Wealth provide Financial Planning services to Melbourne’s South East corridor and Gippsland region with office locations in Melbourne and Narre Warren. We specialise in Wealth Creation, Strategic Advice, Portfolio Management and Asset Protection and have expert knowledge in the areas of Trust and Self-Managed Superannuation Strategies and Investing.

What we do

Strategic Advice
Taxation Planning, Tax Effective Investing, Superannuation and Retirement, Gearing / Leverage, and Estate Planning are complex areas. There are various strategies available to you and working out the optimal outcome to achieve your wealth targets is essential. We have a range of strategies that have been developed over many years and we draw on our teams’ many years of experience in Banking, Accounting and Finance industry positions.
Wealth Creation
This can mean many things to many different people. To us it means creating focused and disciplined investing patterns that can achieve your personal needs, goals and objectives. No matter what the dollar figure is, wealth creation is about creating a comfortable fulfilling lifestyle, both pre and post retirement. We assist accumulators and retirees to build wealth in a manner that reflects their attitude and personality and we are focused on their goals as though they are our own.​
Asset Protection
Protecting your money can be as equally important as earning it in the first place. We provide specialist advice on structuring and asset ownership which ensures your wealth benefits your family now and continues to benefit your future generations. We provide complex advice on structures including; Private Companies, Family Trusts, Unit Trusts, Discretionary Trusts and Self Managed Superannuation Funds.
Portfolio Management
We tailor portfolios to individual needs, there is no “one size fits all” approach. Each client portfolio is carefully constructed to meet client needs and risk tolerance. We provide advice and solutions in all areas of investment; cash, term deposits, mortgage trusts, bonds, hybrids, shares (domestic and international) and property (residential and commercial). Our portfolios contain direct assets with transparency of holdings and benefits and are well diversified to mitigate single asset risk.

What does it all mean?

Please sit back and watch this short video that explains how we can work together with you on your financial journey...

Hours

Mon - Thurs:  9am - 5pm
​Friday:             9am - 4pm

Telephone

(03) 9705 6365

Email

enquiries@pursuitpw.com.au

ADDRESS

Suite 404, 65 Victor Crescent
Narre Warren Vic 3805


Cameron Whyte, Jamie Klason, Aaron Kittelty and Financial Advisers (Vic) Pty Ltd trading as Pursuit Private Wealth are Authorised Representatives of Oreana Financial Services Pty Ltd, ABN 91 607 515 122 Australian Financial Services  License No. 482234. Registered address Level 7, 484 St Kilda Rd, Melbourne Vic 3004
Terms and Conditions | Legal | Advice Warning | ​© Pursuit Private Wealth 2018
Financial Services Guide | Privacy Warning | Adviser Profile
Terms & Conditions 
While Pursuit Private Wealth is of the view that the contents of this website are based on information which is believed to be reliable, its accuracy and completeness are not guaranteed. No warranty of accuracy or reliability is given or implied, and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Pursuit Private Wealth, Oreana Financial Services Ltd or any officer, agent or employee of Pursuit Private Wealth or Oreana Financial Services Ltd.
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General Advice Warning

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information.

Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

The material contained in this document is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the Oreana Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

Cameron Whyte, Jamie Klason and Aaron Kittelty and Financial Advisers (Vic) Pty Ltd trading as Pursuit Private Wealth are Authorised Representatives of Oreana Financial Services Limited ABN 91 607 515, an Australian Financial Services Licensee, Registered office at Level 7, 484 St Kilda Road, Melbourne, VIC 3004.

This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.


© Pursuit Private Wealth 2018
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