The new world of financial advice
Pure advice – Pure digital – Pure advice intelligence
Introducing the future of financial advice
Our purpose is to help people’s goals become a reality through wealth creation, strategy and management. Above all, we’re on a mission to empower Millennials and Gen X’s to live more fulfilling lives by aligning life goals and personal values to attainable outcomes. To achieve this, we use smart advice tech to engage you with highly visual client co-creation experiences where your goals are at the heart and centre of everything we do.
Pure’s leading financial adviser Stefano Duro was nominated as one of the top 10 goals based advisers in Australia 2020 at the IFA Excellence Awards.
We specialise in professional financial advice online & over the phone.
Our visual online & digital interactive experience is designed to engage you with your future as we set, evaluate, track and bring your goals to life.
Goals based advice
#futureofadvice
What is goals based advice?
We focus on the ‘big picture’ and begin with an online goals discovery questionnaire to discover your personal values, goals, and what you want to achieve. Generally, goals based advice is a digital interactive process where we measure goal achievability over time testing a series of scenarios aimed to increase the success of a goal.
Our belief is simple, goals are the foundation of the future you create and eventually experience. We are motivated to paint that picture with you – let’s have a goals based advice conversation.
Digital interactive financial advice
#newworldofadvice
What is digital interactive financial advice?
Digital advice starts with you. It’s an online visual experience that’s designed to help you see, manage and work towards achieving your goals.
We believe your goals should be more than just lines on paper. For you to truly understand and comprehend what it would take to achieve a goal, we provide an experience to help you see, feel and understand financial goals like never before.
And this is the just the beginning of the digital interactive advice journey.
Pure plans
#goalsundermanagement
Support | Manage | Track | Adjust
Join us with Pure plans.
Our ongoing services help you get to the finish line by tracking your goals, building and managing your wealth, while keeping you accountable with the guidance of a motivated adviser.
Vision
We think big! Our vision was to make understanding money, goals & planning for your future accessible & inspiring at the same time.
Our Core Values
Think big
Think big, grow big. We believe change starts in your mind and it takes thinking big to understand how to get there.
Goals driven
We believe it starts with a dream and g.o.a.l.s are our guide of all limitations on the journey to reaching a desired outcome.
Outcome focused
It starts with a dream. Your goals maintain our focus. We’re right beside you to adjust your sail and celebrate milestones along the way.
Always innovating
Our promise to always look for and continue to adjust in a world that is always innovating as we work towards achieving your dreams.
Pure Blog
What is digital interactive financial advice?
Digital interactive advice with an adviser is what the SpaceX & NASA launch crew were to Bob & Doug when launching into space and off to the International Space Station (ISS). Your financial plan is like the rocket. Before launching, the team conduct a deep investigation into how they can achieve the goal working withContinue reading “What is digital interactive financial advice?”
The Power of Goal Setting
Whether you’re wanting to buy your dream home, get ready to start a family, or be adventurous and climb one of the peaks in the Sudeten mountain range with Wim Hof, setting yourself goals can help you get to where you want to be. As Tony Robbins says, ‘Without a clear target, you’ll never hitContinue reading “The Power of Goal Setting”
It’s not just about money – it’s a mindset thing too
Growing up, I quickly learned money doesn’t grow on trees. It’s commonly known that early childhood experiences form beliefs and attitudes that impact how we interact money when become adults. An early negative experience can develop beliefs such as ‘I can’t afford my goal and that stressing about money is just a way of life.’Continue reading “It’s not just about money – it’s a mindset thing too”
Goals we help with
Examples of short-term and long-term goals:
- self education
- start a family
- create an emergency fund
- invest in funds or shares
- taking a sabbatical
- pay off debt
- buy something big
- renovations
- travel or adventure
- fund kids education
- pay for a wedding | honeymoon
- buy a car
- buy a home
- start a business
- protecting your family
- protect wealth
- retire happy
…and the list goes on!
Digital financial planing
Pure a.i. digital financial plan
Pure with a.i. will guide you through an interactive discovery process online where you answer key info along the way. It’s a highly visual and enjoyable experience that you can even take with you on your mobile device – a far cry from the old experience!
It’s time to move into the future
Financial technology
Pure a.i.
Pure a.i. connects you and your adviser like never before. This gives you access to view your advice and track your goals in one location – backed with the support, knowledge and guidance of your financial adviser.
What do G.O.A.L‘s mean to us?
At Pure, we believe that a G.O.A.L is a (Guide Of All Limitations). We coined this acronym to showcase what goals mean to us. When setting a goal, we believe you build a plan from your dream.
and a D.R.E.A.M ( A Desired Result of an Evaluated Aspirational Moment ) is an acronym we created to describe what it feels like to think about dreams and to then work out any limitations you see in your way to get there.
This will guide you on your goal setting.
G.O.A.L
#guideofalllimitations
D.R.E.A.M
Desired Result of an Evaluated Aspirational Moment