Pursuit Advisers

About

Pursuit Advisers is a locally owned financial services firm located in Warragul.

Story

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.

Impressum

Dale Smith is a credit representative (479787) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).