Financial Planning Professionals in Warragul

Investing can be complicated, which is why Pursuit Advisers offer expert financial planning advice in Warragul. Learn more about our investment approach.

Our primary objective is to achieve Wealth for investors through investing.

We believe that financially strong companies with rising dividends offer investors the most consistent performance as well as the highest added value.

We believe that over the long-term, dividend-paying stocks outperform non-dividend paying stocks, and companies that increase their dividends perform the best. Stock prices may fluctuate, but in Pursuit Advisers opinion, dividends are always positive, and, over time, it contends that increases in dividends create increases in the price of the equity generating those dividends.

Investment Approach

The Pursuit Advisers Investment Strategy is to make investments that provide high current income, growth of income, and growth of capital through investing in the broad equity market.

The Pursuit Advisers Investment Strategy seeks to add value to client's investment portfolios by lowering volatility, raising the income level, and enhancing risk-adjusted total return with a portfolio of stocks that are not highly correlated to equities generally.
We believe the following:

  • Equities with rising dividends offer the opportunity for excess performance relative to broad market indices, often with reduced volatility. It views dividend growth as the best signal from management regarding future prospects for a company.
  • Dividends also demonstrate that a company has earned what management claims it has earned and that, over time, increases in dividends support increases in the price of the equity producing those dividends.
  • High quality, plus high yield, plus high growth of yield, can provide an increased opportunity for high total return, and that this is a powerful formula for achieving solid performance over time.
  • Consistency of current and future cash flows to investors is paramount.

Our Investment Strategy strives to have as much diversification as possible while adhering to its general guidelines, which are a function of stock selection rather than a rule or fixed percentage for each industry.

| Terms & ConditionsLegalAdvice Warning

"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

"Both my wife and I have great confidence in Cameron whose integrity and clear thinking about our financial affairs we greatly respect and I would whole heartedly recommend him and Pursuit Advisers to anyone seeking similar financial advice"

Malcolm & Lorraine Baxter

"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

"The high standard of professional accounting services by Pursuit Advisers has been crucial in the establishment of a robust financial organisation to meet future opportunities and challenges in our business."

Bill Baker – Lyrebird Villages