Hey team, Happy weekend. Before I get into the money content, just want to say a massive thank you to the peeps that have got around our one-on-one Money Breakthrough sessions in 2021. From your support of these sessions we’ve been able to build three houses to provide lifetime access to disadvantaged families in India, and saved 500 square metres of rainforest in the Daintree from deforestation. From the entire Pivot Wealth team we find that it’s a real privilege to be able to help people with their money and make a difference in the world. If you’re keen to up your money game and do some good on the planet at the same time you can check out the details and book a session here. Share market wrap
Investment story of the week Weekly jargon buster Money hack of the week: Mastering your money mindset Over the next week I’m going to be diving deep into content to help you understand your mindset and how it drives how you engage and relate to your money. You’ll learn how to shift your thinking to create a winning money mindset, hacks to drive better money results, and the key questions you need to ask and answer to achieve your money targets and goals. Video talking through and introduction to Money Mindset hacks here, or you can follow the full series along on the podcast here: Apple, Spotify, Stitcher, Podbean. This week I’m also going to be doing a longform live web event on around ‘How to master your money mindset’ – check the deets and book your place here. Podcast from last week: Smart Money upside Numbers/Background Frustrations when first coming to see us What they wanted from us / the advice process What money strategy they were following when we started working together What money strategy they chose to pursue from our planning work Key benefits of going through the process Year 1 potential upside: -$53,000 (based on home purchase) If this story resonates and you want to chat about how to get these sorts of results, you can book an intro call here. Be awesome, Ben PS: If you want a hand to get on the front foot with your money in 2021, check out our 45 minute one-on-one sessions here. We’re donating 100% of the money raised to charity, so you can up your money game and do something good on the planet at the same time. PPS: Reminder for our next live online event coming up Feb 24: How to master your money mindset in 2021 |
Disclaimer:
I know you’re smarter than someone that would need me to write the words that come next, but our compliance peeps are real hard-asses so here we go… This information is not personal advice, poetry, or a map to where Jimmy Hoffa is buried. It may only be regarded as general advice, and definitely shouldn’t be considered something worthy of inclusion for Donna Hay’s next cookbook or the Archibald prize. This is actually just an email communication that has been sent to a bunch of people and doesn’t even have your name on it. Your personal objectives, needs or financial situation have not been considered when preparing this email, but I want you to know that I have spent a lot of time thinking about the Venn diagram intersection of poetry, landscaping, and essential oils – if you’re fascinated by this same phenomenon please reply to this email so we can compare notes. You should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs, and if necessary, seek advice before acting on it. You should also consider other people when getting on and off public transport, smiling more, eating healthy, and listening to your mum when she tells you that you’ve been working too hard. Where the information relates to a financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product. Where the information relates to a hilarious joke I’ve made, you should consider belly laughing deeply. Financial services guide.