Make smarter money choices

We help make money success easy. Whether you’re struggling with information overload, finding balance between money progress AND living an epic lifestyle, or if you’re just time poor – we’ve got the tools and tactics to help. 

PIVOT WEALTH
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We solve first world problems

Paying too much tax? Only taking one epic overseas trip a year? Bondi two bedroom apartment just not big enough? Or are you working in a job that isn’t your passion just for the six-figure paycheck? You’re not alone. We help people maximise every opportunity to get ahead with money faster, so they can live the life they really want.

What we do

The average Australian saves 4.7% of their income (July 2017).

Our clients save 35.2% of their income on average. This is more than seven times the national average.

Listen to our Podcast: How to be successful with money

Check out our podcast where we cover practical tips, hacks and strategies to help you make the right money moves with complete confidence.

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Download Get Unstuck: The Amazon best-selling money guide

Download the first chapter of Ben’s Amazon best-selling book, Get Unstuck: Your guide to creating a life not limited by money.

Why Pivot exists

Pivot was born out of our frustration of seeing people with money that were confused, overwhelmed, and stressed about how best to make it work harder. We focus on no BS advice, guidance, and support to help you maximise all of the opportunities available to you to get ahead faster and easier. Ultimately we help every one of our clients create a life not limited by money, where they can do the things they want without money holding them back.

More about us

The best time to take action was always
10 years ago.

The second best time is today.

Not sure where to start?

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Events and group training

We run a bunch of money education group training events to help you understand money basics and how you can get started.

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Not too sure?

No worries. Check out our get started page through the link below to see how we can help.

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Chat with us

Want to talk about if and how we can help you? Book a free 10 minute chat with an adviser through the link below

What our clients say about us
Why money education matters for business owners

Money education is important for everyone, but for self employed people and business owners it goes to another level. In this video we talk about the pillars of money education and how you can get on the front foot with your business finances

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What our clients say about us
Why we do events

Check out why we started doing events, and why we think money education is so important.

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Pivot Wealth Events
What our clients say about us
What our event attendees have to say

Don’t just listen to us. Check out this clip to see what the people that have been to the Pivot money education events say.

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What our clients say about us
Celso

Got solid savings but unsure what to do with them, worried that you’re missing opportunities? This is where Celso had found himself when we started working together. By giving his a “lightbulb moment”, he chose a clear path and has since confidently moved forward like a boss.

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What our clients say about us
Erika

Erica was earning good money and saving it, but had no real clarity of what she was saving for. We’ve since helped her get excited about her savings and create the life she wants without the stress of money getting in the way.

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What our clients say about us
Luke & Jahna

‘Hope’ just doesn’t work as a money strategy, which is what Luke and Jahna had discovered before they met us. Bringing their separate finances together, we’ve since helped them find a way to spend money on the short term and long term things that matter most to them.

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What our clients say about us
Kate & Jon (& Fletcher)

If you’re at a fork in the road with your life and money and aren’t sure which option is best, check out this story. By helping Kate and Jon understand the implications of various decisions, they’ve gone from stuck and frustrated to confident and excited about their future.

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What our clients say about us
Pip

For some people, money = worry, which is where Pip was at. Through some simple structure, Pip now stresses less about money and knows her day-to-day expenses are taken care of. She’s now loving life and has a clear plan to keep kicking goals in the future.

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What our clients say about us
Sarah (& Nick)

By getting Sarah and her partner in control of their money ins and outs and plugging them into our team of experts, they have ticked off goal after goal and are now in a position where Sarah can take a year off work. We live for transformations like this one.

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What our clients say about us
Lauren

The stress and guilt that money can cause is REAL! Before we met Lauren, she was either spending money she didn’t have or saying no and constantly feeling the #FOMO. Today, she is growing her money, guilt-free and is travelling more than ever before!

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What our clients say about us
James & Laura

Do the short term pleasures in life look way too attractive to you? Before Pivot, James and Laura were happy, successful people but very much ‘living in the now’ with no plan for their money. They’re now focussed on the big things and seriously smashing their goals!

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What our clients say about us
Scott

Scotty hit that point when he realised that he needed to start ‘adulting’ with money. He was once a frivolous spender who used to hate thinking about money but he’s now kicking butt and not scared of the money stuff. He’s a real character; we hope you enjoy his story.

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What our clients say about us
Siobhan (& Sam)

Everyone seems to have an opinion when it comes to money, and dealing with all this conflicting information gets exhausting! Hear how Siobhan and her partner sifted through the outside noise and got on the same page with money, de-stressing their lives along the way.

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