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.
PIVOT WEALTH
In the last 12 months, the average annual upside of our clients financial plans was $71,203 after financial advice fees.
The cost of not taking action today is the opportunity cost of not getting these sort of results, and then not having this extra money growing for you every year forever.
Smart Money Quiz™️ + download
There are a lot of things you can do with your money, but where to start can be overwhelming. Our free Smart Money Quiz will help you figure out any gaps and how you can level up.
Podcast: How to be successful with money
In our podcast we cover practical tips, hacks and strategies to help you level up your money game, invest smarter, save more, and make the right moves with complete confidence.
Money education events and training
We run a heap of events to help you level up your money game and unlock your financial potential, covering everything from share investing, property, tax, strategy + everything in between.
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.
The best time to take action was always
10 years ago.
The second best time is today.
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.
Chat with us
We know we can’t be all things to all people, but are happy to chat about where you’re at and the best steps to move forward. If we think we can help, we can chat about how. If we can’t, we’ll point you in the right direction.
Not too sure?
No worries. Check out our get started page through the link below to see what’s possible, how financial advice works, how you can be smarter with your money, and how we can help.
Featured by
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.
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.
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!
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!
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.
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.
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.
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.