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Portfolio Management

The experts at Pursuit Advisers offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Pursuit Advisers we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

 

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"seen as a very important part of our organisations future. The level of service is well above what would be considered the norm"

Dale Sumner - General Manager of Lakes Entrance Fishermens Co-op & Leftrade Limited

"From the front desk to the director is outstanding, I have replies to my emails within the same day to answer any question. My Wife and I have been able to take our business to the next level"

Ben and Julie Whiteley

"They provide us with well-researched financial and business advice, take care of all our tax responsibilities and financial needs, and even check in from time to time to see how we’re going"

Jessie Ballantyne- Director of The Grants Hub

"Business has grown immensely which is a testament to his effectiveness, guidance and good common sense approach"

Robert Radford- R. Radford & Sons Pty Ltd

"They have taken the time to get to know us as a business, and go above and beyond in helping us grow."

Jessie Ballantyne - The Grants Hub