I help people create a life not limited by money

I make money success easier, providing financial education and advice that helps you save more, invest smarter, and save tax – so you can get ahead faster.

If you’re not familiar with me or Pivot Wealth, you might be wondering who I am and why I’m the best person to help you with your money. 

I’m a financial adviser and the founder of Pivot Wealth, Australia’s most awarded  money management company, who helps people invest smarter to create a life not limited by money. I’m deeply passionate about helping people make better money choices so they can live a better life. 

Through my work I draw on my practical experience to simplify the often overwhelming area of money by distilling complex tactics and strategies into simple, practical, actionable steps delivered jargon-free to drive rapid implementation and rapid results.

I’m also Australia’s most followed financial adviser on social media, speaker, podcaster, writer, financial educator, a regular writer for News.com.au, and author of the books Replace Your Salary by Investing and Get Unstuck.

Unlike the majority of Financial Advisers in Australia I’ve chosen to focus on people in their 30s and 40s still building their investments and wealth. Also in contrast to traditional financial advice, my work has a strong focus on lifestyle alongside money outcomes, something I feel is crucial to drive a money plan that will actually work for you.

I’m a finance geek at heart and have studied extensively in the area of finance including two Master’s degrees and my undergraduate study, alongside a number of financial advice specific professional qualifications. That being said, it’s primarily my practical experience that my content and approach is drawn from. 

Content and Links

Mo Money Podcast

Learn money tips, hacks, and tactics to get more out of the money you have today

My Books

Learn the simple but effective, tried and tested tactics that actually work, delivered in an easy to understand way.

Financial Education Events

Live money education events to help you level up

Awards & Recognition

See the formal recognition myself and Pivot have received that’s led to us being Australia’s most awarded financial advice firm.

News.com.au

My weekly column for Australia’s leading news site for young professionals.

Brand Partners

See the brands we’ve partnered with to deliver financial education

Instagram

Join Australia’s largest IG following in financial advice and get free financial education

TikTok

Join Australia’s largest TikTok Financial advice following and level up your money.

Linkedin

Follow my free financial education content on Linkedin for free money tips direct to your feed.

Youtube

Join my Youtube channel and level up your money

AdviserRatings

See verified reviews from clients on Australia’s largest Financial Adviser Ratings website

The Australian

As a regular writer for The Australian newspaper, I put out practical tips to help you get more out of the money you have today.

I’ve partnered with leading organisations to deliver financial education content, including working with the National Rugby League (NRL) to create and deliver their financial education program for all professional male and female NRL players. In addition, we’ve delivered content for the Australian Government, Newscorp, Glaxosmith Kleine, WeWork, Pearler, SelfWealth, Raiz Invest, VoltBank, Work-Shop, and Publicis Media, among others.

In addition to my work at Pivot, I’m a co-founder of Ensombl, Australia’s biggest community of Financial Advisers dedicated to driving the positive evolution of Financial Advice in Australia and around the world.

Having advised and coached over a thousand people directly through one-on-one financial advice, and educated millions more through my content, I’ve found what really works (and what doesn’t).

When you have a solid understanding of what’s really possible you become empowered to confidently make the smartest money choices. The feeling of being empowered, the relief that comes from knowing your money is sorted, and the elimination of money stress is something I passionately believe every person should have and something I feel very privileged to help people achieve.