Most financial advice is cautious, generic, and focused on not stuffing it up, not on getting you ahead. At Pivot Wealth, we help smart Aussies use strategy, not sacrifice, to turn income into serious wealth. If you want to build freedom, not just a retirement plan, you’re in the right place.
We exist to help people create a life not limited by money
We don’t do average advice
This is your wealth window
AI is changing everything. Job markets are shifting, the cost of living is brutal, and the old wealth-building rules no longer work. The next 3 to 5 years will define your future. You don’t need to panic, but you do need a plan. We’ll help you make the most of this rare opportunity.
Ben Nash
Founder and Adviser
Yang Nash
Boss Lady
Tim Lea
Director of Digital
Siobhan McTiernan
Head of Growth
Abbas Hussaini
Head of Client Delivery & Success
Charmaine Melhem
Head of Client Success
Nicole Darmanin
Talent Acquisition
Aaron Wijesinghe
Advice Coach
Emily Djekovic
Adviser
Sal Miceli
Adviser
Tom Sturmann
Adviser
Mitchell Wilson
Adviser
Ali Haidari
Adviser
Lachie Grounds
Relationship Manager
James Wraith
Relationship Manager
Nabeela Caunhye
Relationship Manager
Harry Marsh
Associate
James Purkiss
Associate
Priyanka Kumar
Associate
Sophia Xue
Client Success
Sophie Durkin
Associate
Thao Le
Associate
Bonnie London
Implementation Lead
Ajay Elangovan
Client Success
Damien Quach
Client Success
Harrison Longbottom
Client Success
Jake Taylor
Client Success
Nick Dowling
Client Success
Kumail Hussain
Client Success
You don’t need to give up your lifestyle
We’re not here to tell you to stop drinking coffee or ditch your Uber Eats. You can keep living — you just need to be smart about how you grow your money in the background. With the right strategy, you can invest, reduce tax, and build wealth faster without compromising what matters most.
If you’re earning well, the rest is strategy
Most of our clients earn $150K to $500K and feel like they should be further ahead. They don’t need a budget – they need a clear game plan. We help you make smart investment decisions, structure things properly, and turn your income into options, security and freedom.
We’ve got the runs on the board
We’ve delivered over 10,000 financial plans and helped clients invest more than a billion dollars. This isn’t theory, it’s what we do every day for people just like you. Whether you’re buying your first investment property or building a $10 million portfolio, we’ve done it before and we’ll show you how.
Australia’s most awarded advice team
Pivot Wealth is Australia’s most awarded financial advice business and the go-to choice for wealth accumulators. We specialise in helping high income professionals and families make smarter money moves, faster. If you want expert advice without the ego or fluff, you’ve found your people.
Every time someone chooses to do business with us, we choose to do something good in the world.
As a Buy 1, Give 1 (B1G1) Business for Good, we incorporate purpose and meaning to our business every day through giving. Thanks to our clients, we are able to make a great difference in the world simply by doing what we do every day.
For example, when a new client starts working with us we give 365 days of access life-saving clean water to families in Asia and Africa, or when a client buys a property we give a months shelter and safety to underprivileged people in India. More of our giving impacts below.
41 custom wheelchairs
Providing life changing independence for children with Cerebral Palsey
Carbon Offset
Supported environmental projects to 100% offset the carbon footprint of Pivot HQ
1,152
1,152 days of business training to women in need in Malawi
42,340
42,340 days of access to e-learning to underprivileged people in India
1,833,225
1,833,225 days of access to life-saving clean water to families in Asia and Africa
15,150
15,150 people were educated on proper animal care in Nepal
160
160 Meals provided to orphaned Koala Joeys in Australia
1,000
1,000 square metres of rainforest were saved from deforestation in the Daintree rainforest
2,290
2,290 days of medical support to newborn babies in Cambodia
4,540
4,540 days of shelter were provided to underprivileged people in India
1,440
1,440 days of solar lighting given to underprivileged families
25
25 microloans provided to support income generation in AfricaAwards we’ve won
Featured by
About our founder: Ben Nash
Ben is a Financial Adviser who founded Pivot Wealth to help young professionals make smart money decisions and strike that balance between loving life now and setting up their ideal future. He believes that while money itself doesn’t make you happy, it will give you options and the freedom to pursue the things that WILL make you happy.
Pivot was born out of Ben’s frustration at seeing far too many people earning good incomes but wasting the opportunities this income could be providing them. Ben has found you can spend money on the things that are most important to you now, AND set yourself up to be able to keep doing that in the future. It just takes a bit of clarity and the confidence to make it happen, which Ben loves helping people achieve.
Taking action is the most powerful thing you can do when it comes to money, but first you need to know the rules of the game. As a self-confessed finance geek, Ben educates you about how to make the most of your money. In Ben’s workshops he draws on practical experiences from working with hundreds of young professionals to provide simple and tried and tested money strategies that actually work, delivered in an easy to understand way. [Read More]
What to expect
No agenda
We’re not linked to a bank or super fund so don’t have products to push
Build Motivation
We empower you to take confident action the smart way
No jargon
We avoid the confusing financial terminology to help build true confidence
Avoid Mistakes
We’ve seen them all and can show you how to avoid trouble
Real people
We keep things approachable so we don’t intimidate anyone 😉
Tips & Hacks
You get some ‘quick wins’ to takeaway so you can get started
Not boring
Money is an important area but it doesn’t need to be dry – we make it fun
Practical Advice
So you can get started implementing the knowledge straight away
