We help young professionals cut through the confusion and information overload, avoid mistakes, and set up a clear and easy to follow path from where they are now to the results they want
Pivot Wealth was created to help young professionals create a life that isn’t limited by money. We can help you make smarter choices, learn the rules of the game, and get more out of what you have now.
We focus on putting you in the driver’s seat so you can build a money strategy that gives you balance. Our passion is helping you find the perfect balance between living the life you want today, while you make the financial progress you want to set up your future.
The way most people manage their spending, saving, and banking is complicated, time consuming, and doesn’t get results.
When you’re young and trying to build your assets and investments, how much you spend and save is the area that has the biggest impact on how quickly you get ahead. But it’s not easy…
We can help you make it easy to save, increase your ‘guilt free’ spending, and save a bunch of time managing your money.
When you don’t have much experience with investing it seems super scary. You don’t want to make a dumb decision and lose your hard earned cash, so most people put investing in the too hard basket, do nothing, and miss out on the opportunity to get their savings working harder for them.
We can help you get started with investing on the right foot so you get results and start building your money momentum.
The dream of home ownership is getting more and more difficult, especially in Australia’s major cities. BUT – this doesn’t mean you can’t get there, it just means it’s more important than ever to be smart when you buy property.
We can help you understand property investing so you make better decisions when you buy. We can also help by guiding you through the property buying process so you’re taking the right steps at the right time to make buying property as simple as possible.
You don’t want to pay more tax than you have to, and the less tax you pay the more you’ll have to spend or use to get ahead. It’s important you understand tax and how you can (legally) use the tax rules to your advantage so you can get the most out of your money.
We can help you maximise deductions, invest tax effectively, and set yourself up to be tax smart.
Most people are more concerned with their day-to-day than their super fund. But, your super is YOUR MONEY, and if you’re not giving it attention it’s probably not working as hard for you as it could be.
We can help you understand your options and choose the best super fund for you – so you know your money is working hard for you – not just your super company.
It’s possible for even the best of us to run into the unexpected. Insurance can replace your income if you can’t work and even provide money for the best medical care if something really serious happens.
We specialise in insurance strategies for young people and can help you understand what’s important, key risks to be aware of, and how get the most ‘bang for your buck’ when it comes to insurance.