AI is reshaping work. Property is harder to get right. And tax punishes high income unless you know how to play it. Most people are still following a script that doesn’t work anymore, and they’re losing tens of thousands a year in the process.
PIVOT WEALTH
You’ve got the income. We’ll help you grow your money.
At Pivot Wealth, we help high-income earners turn money into momentum. Smarter investing. Better tax moves. Strategic use of debt. We’ve delivered 10,000+ plans and helped clients invest over $1.5 billion. This is how the wealthy actually do it, and now you can too.
This isn’t advice for everyone.
If you want permission to stay stuck, you won’t get it here. But if you’re switched on, earning well, and ready to make real progress, we’ll help you do it faster with less fluff, more clarity, and zero guilt.
We call BS. And that’s our advantage.
BS on safe advice. BS on your dream home being a smart move. BS on comfort over progress. Your income means nothing if it isn’t building wealth. And most people are bleeding money every year because they don’t know better. We fix that.
Same income. Different future.
The wealthy don’t wing it. They use systems. They use debt strategically. They don’t pay more tax than they need to. We’ll help you do the same. No fluff. No overwhelm. With the right approach, you’ll get more clarity than you ever thought possible, simple decisions, and results that actually show up in your bottom line.
Welcome to Pivot Wealth. Let’s go build something big.
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.
Mo Money Podcast
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
Luke and Tahlia
We could honestly bang on all day about how good financial advice is, how it helps people, and how it can get the money you ALREADY have work harder. But I think the upside of advice is best told by someone who’s been on the journey for themselves.
What our clients say about us
Elise and Scott
Being a BOSS at business doesn’t mean you’re good with money. Or at least not naturally. Most business owners start out because they’re passionate about what they do, and when things start to go well it can very quickly get pretty complicated. But like any skill, nailing it with your money IS something you can master – with the right approach. And the right support. Stoked to see Scott and Elise share their story and some of the results they’ve been able to create by leaning in with their financial planning 🤑
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
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.
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
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
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
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.
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.