Pivot was born out of our frustration of seeing people in decent financial positions that weren’t maximising all the opportunities available to them to get ahead faster. We’re a money management and financial advice company that helps people set up a clear pathway to take them from where they are today to exactly where they want to be. We know that money is just a tool to live an epic lifestyle, so we put the life you want to live at the centre of your plan, and build everything around this.
Pivot exists to help people create a life not limited by money
Why we exist
The power of choice, knowledge, and confidence is what we give each client at Pivot
Pivot was built with a strong conviction around the importance of education. With anything important, if you don’t understand what you’re doing or why, you’re less likely to see it through and reap the rewards. This is why we place so much emphasis on helping people understand the universe that surrounds money through our blog posts, eBooks, money education events and one-on-one advice. Education is the key to true confidence and ultimately empowering you to create a life not limited by money.
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.
After working in traditional money management companies, Ben started Pivot to do things a little differently.
Ray brings a mix of psychology training with financial advice and a strong background in investments to help clients take control of their money with confidence.
Joel brings a strong technical background from some of the Australia’s leading non bank firms to help his clients maximise every opportunity available to get more out of their money.
Yang comes from the ‘dark side’, but her accounting background places her well to be all across the numbers, and keep our clients moving forward seamlessly
Luana joined Pivot out of almost a decade in the ATO where she worked with in the high net worth family group audit team – so she knows all the mistakes to avoid!
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.
What to expect
We’re not linked to a bank or super fund so don’t have products to push
We empower you to take confident action the smart way
We avoid the confusing financial terminology to help build true confidence
We’ve seen them all and can show you how to avoid trouble
We keep things approachable so we don’t intimidate anyone 😉
Tips & Hacks
You get some ‘quick wins’ to takeaway so you can get started
Money is an important area but it doesn’t need to be dry – we make it fun
So you can get started implementing the knowledge straight away
Ready to go?
See how Pivot can help you move forwardGet started